In this role, Anderson will direct State Street’s investment management and thought leadership for the Intermediary Business Group in North America. He will oversee a team of eight research strategists dedicated to providing customized portfolio solutions to financial advisers, asset managers, registered investment advisers (RIAs), and family offices.
State Street’s Intermediary Business Group provides service to a growing client base of financial advisers, broker/dealers, RIAs, and family offices, and represents more than $160 billion in assets under management.
Anderson most recently served as portfolio manager and investment team leader in State Street Global Advisor’s Charitable Asset Management Group (CAM) where he was responsible for setting asset allocation strategy and managing charitable gift portfolios for all CAM clients.
Prior to joining State Street in 1998, Anderson served as vice president, Marketing Services at Funds Distributor Inc., cultivating relationships with investment management firms.