"I chose AAM because of its unique client base and untapped network of financial advisors who require trading and sales support for fixed income and alternative products. I look forward to growing our business development initiatives," stated Mr. Lotenberg.
Mr. Lotenberg brings twenty years of experience in financial services to AAM. Prior to joining AAM, he served as a managing director of the structured products trading/market linked products wealth management solutions at Incapital. He specialized in the distribution of structured product within the independent, institutional, broker-dealer and wirehouse investment advisory space. He has also served as a director at Canadian Imperial Bank of Commerce and has experience in developing secondary trading, website and product development. Mr. Lotenberg received a Bachelor of Business Administration in Finance from Hofstra University, and he holds the Series 7 and 63 FINRA licenses.
About Advisors Asset Management
For more than 35 years, AAM has been a trusted resource for financial advisors and broker/dealers. It offers access to UITs (unit investment trusts), open- and closed-end mutual funds, separately managed accounts (SMAs), structured products and the fixed income markets, as well as portfolio analytics. For more information, visit www.aamlive.com.
Advisors Asset Management, Inc. (AAM) is a SEC registered investment advisor and member FINRA/SIPC. | 18925 Base Camp Road | Monument, CO 80132 | www.aamlive.com
CONTACT: Catherine Drury
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SOURCE Advisors Asset Management