Adam Shayeb to cover the Plains states, Joe Wambach to cover the Pacific Northwest, both new territories for the firm.
Shawn Rumsey joins as an internal advisory specialist.
CHARLOTTE, N.C. – Horizon Investments, a leading goals-based asset management firm, has named two new regional directors and a new internal wholesaler, it was announced today by the firm.
Joe Wambach is a new regional director responsible for calling on financial advisors in the Pacific Northwest region, supporting their efforts to grow their practices through goals-based investing strategies. Prior to accepting his new position, Wambach served as an engagement consulting specialist at Horizon, a role he will continue to perform. He holds a CMFC® designation through the College of Financial Planning and FINRA Series 6, 7, and 63 registrations.
Adam Shayeb, also named a regional director, will call on financial advisors in the Plains region of the country, providing support for Horizon’s managed accounts, ETFs, and mutual funds as part of an overall goals-based investing strategy. Prior to his current role, Shayeb served as an internal advisory specialist with Horizon. Shayeb holds FINRA Series 6, 7, 63 and 66 registrations.
In addition to the appointment of the two new regional directors, Horizon announced that Shawn Rumsey has joined the firm as an internal advisory specialist. Rumsey comes to Horizon from Brighthouse Financial/Metlife, where he served as an internal wholesaler.
Horizon now has a total of nine regional directors and five internal advisory specialists.
“The rapid adoption of Horizon’s goals-based investment solutions has driven the decision to expand our distribution team,” commented John Drahzal, Head of Distribution. “We pride ourselves on providing industry-leading advisor support and these additions will help us enhance our ability to deliver the level of service advisors are accustomed to receiving from us.”
Horizon has been consistently recognized by the industry for its innovative approach to helping clients achieve their investing and lifestyle goals. In 2018, the firm was named Asset Manager of the Year ($25 billion in AUM or less) by the Money Management Institute (MMI) and Barron’s. In addition, Horizon was recognized as “2018 Asset Manager of the Year” and “2018 Strategist of the Year” by Envestnet and Investment Advisor Magazine.
Horizon is a pioneer in providing modern goals-based investment management. With a focus in goals-based investment strategies, Horizon is dedicated to helping financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals. Horizon’s investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental and geopolitical analysis. Financial advisors turn to Horizon for innovative risk mitigation and retirement income strategies. Rooted in a global active investment approach, Horizon’s GAIN PROTECT SPEND® framework, combined with its investment management methodology, has been a cornerstone of Horizon’s portfolio construction process for over a decade.
All investing involves risk, and clients may lose money. Award information is not complete without the following: horizoninvestments.com/awards/