WALNUT CREEK, Calif., Dec. 4, 2012 /PRNewswire/ -- Advisor Partners, a leading provider of outsourced investment solutions for the advisor market, today announced that Kris McCabe has been appointed National Director of Sales and Marketing for the company, reporting directly to Daniel Kern, President of Advisor Partners. In this role, Mr. McCabe will be responsible for the development and implementation of the firm's strategies for building relationships with advisors and institutions.
"Kris has a demonstrated record of success helping advisors grow their practices, with an excellent understanding of the investment solutions they need to meet complex client goals," said Mr. Kern. "His experience dealing with a wide variety of advisory practices will make him a highly effective partner to our advisor clients."
From 1996 to 2010, Mr. McCabe served in various senior capacities at Fidelity Investments. His last position at Fidelity was in San Francisco, where he was Vice President, Relationship Manager, responsible for the overall satisfaction, growth, scale and profitability of 39 Independent Advisors collectively managing over $4 billion on the Fidelity platform in the western region.
Immediately prior to joining Advisor Partners, Mr. McCabe was Senior Vice President for Sales at Wealthfront Inc., where he introduced the company's money manager solutions to Registered Investment Advisors. Mr. McCabe, 42, is a graduate of Southern Connecticut State University, with a degree in Accounting. He earned his MBA from Boston University's School of Management.
"Advisor Partners has distinguished itself by working closely with advisors to develop highly personalized investment strategies for their clients," Mr. McCabe said. "I'm excited to bring my experience of more than two decades in business development, brand penetration, practice management and operational efficiency to this team, as we continue to implement and extend Advisor Partners' creative investment solutions for advisors and their clients."
For more information, please contact Kris Kagel at 973-850-7312 or firstname.lastname@example.org
About Advisor Partners
Advisor Partners, LLC was founded in 2001 as an investment advisory firm providing a broad range of sophisticated investment solutions to a select group of independent advisors and financial institutions. Advisor Partners is a wholly owned subsidiary of Advisor Software (ASI), which acquired Advisor Partners in 2009.
The firm's original specialty was in constructing and managing highly customized, tax-managed, core equity portfolios for the high net worth clients of the professional investment advisor. Comprised of individual securities, each equity portfolio seeks to replicate the performance of an assigned index and is closely tailored to the investor's specific financial circumstances and preferences.
The firm's product line has expanded since its founding. Advisor Partners creates socially responsible portfolios for clients who want portfolios that are aligned with their personal beliefs. The firm also manages thematic beta strategies targeting specific style, capitalization or quality objectives. The Managed Asset Allocation Program (MAAP) utilizes ETFs and mutual funds to create globally diversified portfolios for advisors who want a turnkey asset management solution.
Our newest product, the High Quality Dividend Yield (HQDY) strategy, draws upon the capabilities of AP in active and passive management, creating diversified dividend-oriented portfolios comprised of high quality U.S. companies.
"Partnering with advisors to provide highly personalized investment solutions"
For more information, visit www.advisorpartners.com or call 888.265.2257
About Advisor Software, Inc.
Advisor Software, Inc. is a leading provider of wealth management solutions for the advisor market. The company has pioneered the first enterprise rebalancing solution and a unique goal-directed financial planning platform that combines institutional-caliber analytics and a balance sheet approach to financial planning. Advisor Software's applications are designed for a wide range of asset management firms, broker-dealers, banks, insurance companies, online brokerages, and other financial institutions, enabling these institutions and their advisors to deliver more insightful, actionable investment advice and build stronger, more profitable client relationships. For more information, visit www.advisorsoftware.com or call 925-299-7782.
SOURCE Advisor Partners, LLC