Rising Sales Executive Takes on National Role at Innealta

Dion Travagliante Appointed National Sales Director to Broaden Reach of Unique Strategies

Dec 21, 2015, 09:29 ET from Innealta Capital

AUSTIN, Texas, Dec. 21, 2015 /PRNewswire/ -- Innealta Capital has promoted Dion Travagliante to National Sales Director to oversee communications, strategy, and business development with key distribution partners and their leaders.

More information about Innealta, a quantitative asset management firm specializing in the active management of portfolios of exchange-traded funds (ETFs), can be found by visiting http://www.innealtacapital.com/.

"The ETF space has rapidly transformed in recent years, and advisors have gravitated toward the products for their inherent efficiencies, tax benefits, low fees and intra-day liquidity, but also for their ability to manage risk in new ways," said Dr. Vito Sciaraffia, Innealta's Co-Chief Investment Officer. "We are looking to Dion's strategic vision to deliver that message to a broader audience of advisors and investors. This is a well-deserved promotion. Dion is a talented individual who has already had a tremendous positive impact on our company's culture."

Mr. Travagliante, most recently a regional director for Innealta, has been instrumental in setting strategy, metrics, and activities for the firm's sales team, emerging as a leader early on as he moved from the Internal Sales Desk to Field Wholesaler and Vice President. In his new role, he also will oversee the Innealta Internal Sales Desk, and continue to be a liaison and development specialist for the firm's top financial advisory relationships.   

"Dion has the expertise, leadership and drive we need to expand our reach as the ETF industry continues to evolve, and more investment professionals discover the benefits of ETF managed portfolios," said Jeff Montgomery, CEO of AFAM Capital, which acquired Innealta in 2009. "Dion has played a critical role in our growth since joining the firm in 2013."

Mr. Travagliante, who is based in Austin, completed the University of Chicago Booth School of Business Sales Management Program and graduated with a Bachelor of Science in Business Administration from Boston University. Previously, he served as an institutional sales executive at FactSet Research Systems.

"There has been a fundamental change in what advisors and investors have demanded from money management firms over the years" said Mr. Travagliante. "My focus will be to meet those demands, as well as continue ensuring advisors are exposed to the value of our investment strategies on a national scale.  Ultimately, it's about helping investors grow and preserve their wealth."

Mr. Travagliante added, "Innealta Capital has an incredible team, fantastic set of partners and a strong vision for the future.  I am excited to take this next step in my career and be part of that vision."

About Innealta

Innealta Capital is a quantitative asset management firm specializing in the active management of portfolios of exchange-traded funds (ETFs). The firm offers a diverse range of portfolio options that includes pure fixed income, equity rotation, and whole-portfolio multi-asset class portfolios. Though each portfolio and the strategies that define them are unique in design, all are rooted in the firm's broader goal of achieving optimal risk-relative returns over longer-term investment horizons.

Innealta Capital's distinct competitive advantage is the effectiveness of its proprietary quantitative framework, and its ability to execute investment strategies that attempt to optimize the risk-reward trade-offs within and among a broad range of asset classes.


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SOURCE Innealta Capital