Irvine, CA, May 31, 2014 --(PR.com
)-- Vertical Capital Markets Group LLC announced today that Joseph M. Hart of Cornelius, N.C., a senior-level manager with more than 25 years of sales and distribution experience in financial services, has joined the firm as Executive Vice President and Director of Business Development.
“In addition to working with industry giants like ING, Joe has worked with some of the brightest names in the asset-management business, representing open-end mutual funds, closed-end mutual funds, offshore investments, separately managed accounts, and variable and fixed annuities, among other investment solutions,” said Vertical President Bayard Closser. “His experience will be invaluable to our growing company.”
Most recently, Hart served as Executive Vice President of Institutional Sales for Realty Capital Securities, LLC in Boston, a leading distributor of non-traded real estate investment trusts (REITs) and business development corporations (BDCs). Before that, he held the position of Senior Vice President and Head of Retail Sales for ING Investment Management.
He has also held senior-level positions with Prudential Investments, Banc of America, Wachovia (formerly First Union) and Fidelity Investments.
He earned his bachelor’s degree in business from Western Michigan University in Kalamazoo. He earned series 7, 63, 65 and 24 licenses and holds his Certified Investment Management Analyst (CIMA) designation.
“Joe applies his unique background in the alternative and innovative asset management space to assist investment professionals in developing their practice by understanding their clients’ investment needs and inherent decision-making challenges,” according to Closser. “He is especially noted for his energetic and informative presentations to independent, traditional wire house, bank and family office advisors, as well as to the general investing public.”
Vertical Capital Markets Group (www.verticalus.com) is a comprehensive asset management company dedicated to the manufacturing, marketing and distribution of unconventional and innovative investor solutions that assist registered investment advisors, family offices, retail broker dealers and institutional investors in assembling portfolios addressing income management, risk management and asset management. The Vertical group of companies, founded in 2004, provides access to an outstanding team of professionals with strong backgrounds in banking, finance and investing. Our senior partners combined have more than 150 years of experience in the manufacturing, marketing and distribution of financial service products to retail broker-dealers, registered investment advisors, family offices and individual investors. Collectively, we have raised more than $100 billion since 1983.