November 08, 2017
EQIS Capital Management Announces Changes and Additions to its Senior Management Team - Joseph F. Hunter Appointed President and Chief Executive Officer
EQIS Capital Management has appointed Joseph F. Hunter as its President and Chief Executive Officer, announced Chairman of the Executive Committee of the Board, Lee Chertavian.
Mr. Hunter will be responsible for overseeing all aspects of the EQIS organization, including, but not limited to, investing, compliance, finance, product development, sales, marketing, operations and engineering. Mr. Chertavian stated, “Joseph’s depth of experience and expertise in the financial services industry make him ideally suited to lead the next phase of EQIS’ growth.”
Joseph Hunter has over 25 years of experience in executive management, having held C-level positions at numerous financial firms. Some of his prior positions include President of Financial Services International Corp, Senior Vice President of Correspondent Implementations at National Financial/Fidelity Investments; and Senior Vice President of Broker Dealer Operations Executive at Bank of America Investments.
Scott Winters will continue in his role as member of the Board of Directors, but is no longer actively involved in the firm’s operations.
EQIS is also pleased to announce the addition of Kari Franz, Senior Vice President of Marketing. Ms. Franz is an accomplished financial services professional with 29 years of industry experience. She joins EQIS having most recently led Mutual Fund and ETF Marketing at Charles Schwab. Lee Chertavian added, “Kari was added to the management team to amplify and expand the EQIS brand. Her mastery of client communications and digital marketing will help position EQIS for future success.”
About Lee Chertavian, Chairman of the Executive Committee of the Board
Lee Chertavian advises privately-held financial technology companies. Most recently, he was the Chairman and CEO of Placemark Investments, a SAAS-based financial technology/ investment firm. Placemark grew to nearly $16 billion in assets under management (AUM) from over 45,000 clients and was sold to Envestnet in 2015. Prior to Placemark, Mr. Chertavian was one of the earliest executives at Affiliated Managers Group, which he helped grow from $1 billion to over $92 billion in AUM. Before AMG, he started several companies for privately held Trans National Group, including a mutual fund company and credit card companies. He served as a consultant for Bain and Company and held positions with Fidelity Investments, Bankers Trust Company and Equitable Life. He currently also serves on the board of New England Pension. Mr. Chertavian has an MBA from Harvard Business School and a BA from Bowdoin College.
About Joseph F. Hunter, President and Chief Executive Officer
Joseph F. Hunter is a seasoned financial services executive with broad experience in correspondent clearing, self-clearing and fully disclosed operations. Mr. Hunter’s prior roles include: President, Financial Services International Corp – a FINRA/SEC registered Broker Dealer; Senior Vice President, Broker Dealer Operations, Curian Capital; Senior Vice President, Correspondent Implementations, National Financial/Fidelity Investments; and Senior Vice President, Broker Dealer Operations Executive, Bank of America Investments. Joseph currently holds FINRA Series 7, 9, 10, 24, 27, 53, 63 registrations and is a graduate of the University of Washington’s Pacific Coast Banking School, in Seattle, Washington.
About Kari Franz, Senior Vice President, Marketing
Kari Franz has 29 years of marketing experience, focused in the financial services industry and digital marketing. Before joining EQIS, Ms. Franz was responsible for mutual fund and ETF marketing at Charles Schwab and Co., Inc., representing $1.3 trillion in assets under management. While at Russell Investments, Ms. Franz was responsible for launching and marketing 26 ETF funds. Additionally, during her tenure at Discover Card Financial Services, Ms. Franz acquired 3.2 million new cardmembers annually. Ms. Franz earned her MBA from DePaul University and a Bachelor’s of Science in Marketing from Northern Illinois University.
EQIS Capital Management
Founded in 2007, EQIS is an asset management platform that provides services to financial advisors and registered investment professionals (RIAs). EQIS allows investors with as little as $25,000 to take advantage of some of the same investment strategies that ultra-high net worth investors have had for decades.
EQIS offers an open architecture structure for financial advisors and RIAs. The platform gives advisors the ability to create their own model portfolios from over 65 money managers and 250 portfolios. Due to demand from advisors, EQIS launched a series of EQIS managed models. The EQIS Investment Committee creates the asset allocation and then selects the asset managers for a completely outsourced asset management solution.
For more information visit http://www.public.eqis.com
The information contained herein is developed from sources believed to be reliable and is provided for informational purposes only. Advisory services are offered through EQIS Capital Management, Inc. (“EQIS”) a registered investment adviser. This is not an offer to sell securities or provide investment advice which may be done only after a client suitability review is conducted and appropriate disclosures are made. Certain investment strategies may carry higher degrees of risk and have a level of complexity which may not be suitable for all investors. Before investing you should identify with the assistance of your financial adviser your specific goals, risk tolerance and investment time horizon. EQIS does not provide tax or legal advice. Diversification does not ensure a profit or protect against loss in declining markets. All investments carry with them a degree of risk to include a total loss of principal. Past performance is not a guarantee of future results. EQIS shall select managers for each strategy type and may change the allocations and managers from time to time.