Marketing/Client Service:
David P. Bjorndal
Joshua D. Bogen
Joyce L. Hale
Debra L. Henkel
Glenn J. Hill
Jessica M. Hill
Therese A. Koch
Andrew J. Scheirer
 


David P. Bjorndal

David P. Bjorndal, CFA, CIMA
Northeast Divisional Director

Mr. Bjorndal serves as Northeast Divisional Director, Client Portfolio Management for separately managed account business throughout the broker/dealer community extending from Maine to Virginia. He has nineteen years of investment industry experience. Mr. Bjorndal is responsible for facilitating and supporting the development of new business in the Northeast from financial advisors affiliated with both taxable and tax-exempt fixed income strategies. In this role, he provides a broad scope of service to advisors and their clients that encompasses prompt communication, systematic follow-up and a high level of interaction with key advisor offices and at sponsored industry conferences. Prior to joining the Company in 2005, Mr. Bjorndal served as a Regional Investment Consultant for Phoenix Investment Partners, where he had been responsible for the sales of fixed income, equity and alternative strategy managed accounts and mutual funds for five years. From 1998-2000, Mr. Bjorndal was employed by American Express Financial Advisors, where he helped affluent clients reach their financial goals through comprehensive financial plans and various investment strategies. Mr. Bjorndal received his B.S./B.A. degree in Finance and Marketing from the University of Delaware. He holds the Certified Investment Management Analyst designation and is a member of the Investment Management Consultants Association and New York Society of Security Analysts (NYSSA). In addition, Mr. Bjorndal holds the Chartered Financial Analyst designation and is a member of the CFA Institute.


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