Nationwide Unveils DCIO Sales Team

 

Jeff Gardner, Eleana McLane, Mark McGowan, Bruce Guarino and Chad Metzger are the members of Nationwide Financial’s new defined contribution investment only (DCIO) sales team.


 

 

The team will help advisers select investments for the portfolios of plan sponsors and participants. It will also provide advisers with support and product positioning to help them gain and keep business by creating effective investment menus for their clients.

Gardner will serve as divisional vice president and leader of the DCIO team. Previously he led Nationwide’s fee-based sales team. He holds Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP) and Accredited Investment Fiduciary Analyst (AIFA) designations. He holds a bachelor’s degree from Fordham University and a master’s degree of business administration from the University of Georgia.

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McLane will take on the role of regional vice president for the Northeast. She has been in the industry since 1984 and joined Nationwide in 2009, where she held the position of regional wholesaler for the fee-based team. She holds a CIMA designation and holds a bachelor’s degree from Rider University.

McGowan will become regional vice president for the Central region. He previously worked for Nationwide’s private-sector retirement plans business as a regional wholesaler in St. Louis. He holds an AIFA designation and holds a bachelor’s degree in communications from the University of Illinois, Urbana-Champaign.

Guarino will join as regional vice president for the West Coast. He was previously a regional wholesaler for the fee-based team at Nationwide, and holds CFP and Certified Life Underwriter (CLU) designations.

Metzger will serve as regional vice president for the Midwest and Southeast . He joined Nationwide in 2009 and worked to increase sales to fee-based advisers. He holds CIMA and AIFA designations. Metzger earned a bachelor’s degree in accounting and finance from The Ohio State University and a master’s degree in finance from Xavier University.  

Chicago Equity Firm Names Fixed-Income Hire

Chicago Equity Partners LLC hired Paul M. LaCoursiere as managing director and senior fixed-income portfolio manager.

In addition, Michael J. Budd has been promoted to managing director.

LaCoursiere will focus on investment strategy and risk management for the firm’s suite of fixed-income products. He previously held portfolio manager and senior strategist positions at Munder Capital Management, Barclays Global Investors, and Aviva Investors. LaCoursiere holds a bachelor’s degree from the University of Michigan and a master’s of business administration from the University of Chicago. He also holds the Chartered Financial Analyst (CFA) designation.

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Budd is a senior fixed-income portfolio manager specializing in the mortgage, asset-backed and agency sectors. He is a founding member of the fixed-income team and is responsible for developing the investment process in use today.

Founded in 1989, with $10.3 billion in assets under management as of March 31, Chicago Equity Partners is an institutional money manager.

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