In this role, Mathis, who has 19 years of experience in financial services, will oversee the teams managing Calvert’s partnerships in the retirement and insurance channels, as well as broker/dealers and its 529 college savings plan.
Mathis comes to Calvert from Advisors Asset Management, where, as senior vice president, head of the client relations group, she managed account managers for several distribution channels and investment product lines. Before that, Mathis was with Lincoln Financial Distributors, where she was responsible for the bank and independent planner channel and business development for Lincoln’s insurance and asset management products. Mathis also spent many years at Evergreen Investments (now Wells Fargo Advantage Funds) in various roles, including regional sales manager and senior account manager for the relationship management team.
“Ms. Mathis will be a valuable addition to our sales team,” said Lynne Ford, executive vice president, Calvert Investment Distributors. “She has a depth of experience developing and negotiating creative partnerships that provide a win-win for the asset manager, the distributor and the financial professional on the ground.”
Mathis completed the Securities Industry Institute Executive Program at the Wharton School of Business at the University of Pennsylvania and is currently in the accelerated business program at Arcadia University. She holds FINRA Series 7, 10, 26, 63 and 65 licenses and is a licensed Life and Health Agent in Pennsylvania.