Turgeon will be responsible for the establishment of enterprise sales and marketing initiatives for FiPath for Advisors, an online marketing solution for financial advisers.
Turgeon previously served in senior leadership roles with American Century Investments, a privately controlled and independent investment management firm, where he helped expand its mutual fund and retirement plan business within the brokerage firm arena. Before this, he was senior vice president and national sales manager, Strategic Markets, for Phoenix Investment Partners Ltd. (PXP), a provider of investment advisory services. Early in his career, he was a financial adviser with Morgan Stanley (then Dean Witter), and began his career with Merrill Lynch.
Turgeon is a graduate of Keene State College in New Hampshire and has attended executive programs at Harvard and the Wharton School of the University of Pennsylvania. He also has served on numerous committees with financial services associations, including the Investment Company Institute (ICI) and the Financial Planning Association (FPA).