Authorization

Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly

BOULDER, Colo., Sept. 9, 2020 /PRNewswire/ --A Positivly, a personalized investment matching and relationship platform built with the world's first financial personality test, announced key additions to its leadership as the company enters a new phase of growth. Lisa Mougin (Former Senior Vice President at ALPS Fund Services) joins as President & COO, and Margo Cook (Former President of Advisory Services for Nuveen) joins as Strategic Advisor.
Former Senior Executives and Accomplished Women Leaders from Nuveen and ALPS to Drive Next Stage of Growth at Positivly
"Positivly brings hyper-personalization to the world of investments in a meaningful manner. This allows better outcomes by enabling investors and advisors to feel emotionally connected with their investments and stay the course," said Dr. Vinay Nair, Chairman of The TIFIN Group and co-founder of Positivly, a TIFIN Group company.A  "With the additions of Margo and Lisa, both veterans with a proven track record of building and scaling businesses across both wealth and asset management, we aim to make Positivly the new standard for investor experience and relationships."A  Lisa Mougin appointed as President & Chief Operating Officer to spearhead growth in asset managementLisa was a member of the executive team that built ALPS Fund Services into a leader in the mutual fund and hedge fund industries.A A  During the span of 20 years at ALPS, Lisa led the Sales and Relationship Management Teams to achieving significant growth of the firm's client base and revenues. In 2017 Lisa took a sabbatical from her career to move to Barcelona, Spain with her family and spent time there focused on philanthropic work related to refugees.
See also:
Leave a comment
News
  • Latest
  • Read
  • Commented
Calendar Content
«    Ноябрь 2020    »
ПнВтСрЧтПтСбВс
 1
2345678
9101112131415
16171819202122
23242526272829
30