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Rating:RidgeWorth Boosts its Retail Channel Distribution Team Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, April 21, 2011

RidgeWorth Boosts its Retail Channel Distribution Team

Reported by Hung Tran

Bob Kuberski, who joined RidgeWorth Investments [see profile] in January as national sales manager for the retail sales channel, has assembled a group of wholesalers and is looking to make additional hires.
Bob Kuberski
RidgeWorth Investments
National Sales Manager, Retail Advisor Channel


The MFWire reported last December that RidgeWorth was putting together a sales team that will solely focus on the retail channel. RidgeWorth also has a sales team in place that's devoted to the retirement market.

Friday morning, RidgeWorth revealed the roster of wholesalers on Kuberski's team:

  • Gabriel Dutra Jr. – regional vice president, most recently with Allianz Life;

  • Domenic Diele – regional vice president, most recently with John Hancock Funds;

  • Wade Monroe – regional associate, most recently a RidgeWorth Retirement and Investment Specialist;

  • Blake Jones – regional vice president, most recently with Pioneer;

  • John Baka – regional vice president, most recently with RiverSource;

  • Scott Martin – regional vice president, most recently with Pioneer.

    Spokespeople for Hancock, Pioneer and Riversource were not immediately available to comment for the article.

    Kuberski, a former NFL player and an alum of Invesco, told The MFWire that he's looking to hire two more retail wholesalers in the Southern California and Texas areas. He's also looking to hire three more internal wholesalers to support the firm's retail and DCIO units. As well, he's looking to add more collective trusts to the firm's current lineup this year.


    RidgeWorth builds team for Retail Channel Distribution

    Seven experienced salespeople will focus on the needs of wealth advisors

    ATLANTA – RidgeWorth Investments announced today that six experienced salespeople have joined the Retail Channel sales team led by Bob Kuberski. The Retail team will primarily focus on wealth advisors within wirehouses and independent broker/dealers, as well as registered investment advisors (RIAs).

    "Because of our significant growth over the past three years, we were able to build a sales team that is completely focused on the needs of the wealth advisor," said Jim Stueve, President of RidgeWorth Investments. "The quality of the team we built is a testament to the value proposition that RidgeWorth offers these advisors."

    The Retail Channel Sales Team includes: Bob Kuberski – National Sales Manager 13 years industry experience, most recently with Invesco

    Gabriel Dutra Jr. – Regional Vice President: Northeast 13 years industry experience, most recently with Allianz

    Domenic Diele – Regional Vice President: New York/New Jersey Metro 18 years industry experience, most recently with John Hancock Funds

    Wade Monroe – Regional Associate: Mid-Atlantic 7 years industry experience, most recently a RidgeWorth Retirement and Investment Specialist

    Blake Jones – Regional Vice President: Southeast 6 years industry experience, most recently with Pioneer

    John Baka – Regional Vice President: Great Lakes 14 years industry experience, most recently with RiverSource

    Scott Martin – Regional Vice President: Northwest 5 years industry experience, most recently with Pioneer

    "We were fortunate to have a tremendous level of interest from people who wanted to join our team," said Bob Kuberski, National Sales Manager for the Retail Channel. "Because of that interest, we were able to hand-pick those individuals we thought will best deliver the value that RidgeWorth brings to the wealth advisors that we will serve.

    About RidgeWorth Investments
    RidgeWorth Investments serves as a holding company that owns interests in eight investment boutiques with approximately $48.2 billion of assets under management as of March 31, 2011. RidgeWorth’s investment boutiques manage a wide variety of investment disciplines across the fixed income and equity management asset classes. Our boutiques provide investment management services to a growing client base that includes endowments, foundations, corporations, healthcare organizations, municipalities, public funds, associations, insurance companies, labor unions and high net worth individuals. In addition, RidgeWorth serves as the investment adviser to the RidgeWorth Funds mutual fund family. RidgeWorth Investments is a trade name for RidgeWorth Capital Management, Inc., an investment adviser registered with the SEC headquartered in Atlanta. For more information about RidgeWorth, visit www.ridgeworth.com.

    An investor should consider the fund’s investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information about the RidgeWorth Funds can be found in the fund’s prospectus. To obtain a prospectus, please call 1-888-784-3863 or visit www.ridgeworth.com. Please read the prospectus carefully before investing. ©2011 RidgeWorth Investments. RidgeWorth Investments is the trade name for RidgeWorth Capital Management, Inc., an investment advisor registered with the SEC and the adviser to the RidgeWorth Funds. RidgeWorth Funds are distributed by RidgeWorth Distributors LLC, which is not affiliated with the adviser.
     

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