Eaton Vance Names Head of National Brokerage Sales

Jac McLean has been appointed managing director, Brokerage, of Eaton Vance Distributors, Inc., the broker/dealer subsidiary of Eaton Vance.

In this position, McLean leads all sales and relationship management within Eaton Vance’s brokerage channel. He reports to Matt Witkos, president of Eaton Vance Distributors, Inc.

McLean has more than 16 years of sales experience and joins the firm from MFS Investment Management, where, since 2008, he was most recently national sales manager for the entire MFS field sales force overseeing 80 wholesalers. McLean was named national sales manager and director for the SMA, RIA, and bank trust businesses of MFS in 2006, and a year later expanded these responsibilities to include management of all strategic partnerships across the wirehouse, bank, and independent firms.

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“The hiring of Jac underscores our commitment to securing the best talent in the industry to help us to meet the evolving needs of financial advisers and their clients in this dynamic environment,” said Witkos, in a press release. “Having someone with his team-oriented approach and broad capabilities to lead our brokerage channel sales and relationship management enhances our growth opportunities in this important part of our business.”

CPI Retirement Platform Adds Aberdeen Funds

Mutual funds advised by Aberdeen Asset Management Inc. have been added to the CPI retirement plan platform, announced CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company.

CPI, headquartered in Great Bend, Kansas, said the addition of the Aberdeen funds will further CPI’s goal of giving defined contribution plan sponsors choice and enhanced flexibility, according to a press release.

Aberdeen Asset Management Inc. is the wholly owned U.S. subsidiary of Aberdeen Asset Management PLC, a global investment management group. The company manages more than $31 billion of domestic investments as of December 31.

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Through CPI’s 13 regional offices located throughout the United States, the company partners with investment institutions and mutual fund companies to provide services to more than 3,000 retirement plan clients and their financial advisers.


For more information about CPI, visit www.cpiqpc.com.

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