Adam Shayeb to cover the Plains states, Joe Wambach to cover the Pacific
Northwest, both new territories for the firm.
Shawn Rumsey joins as internal advisory specialist
CHARLOTTE, N.C.–(BUSINESS WIRE)–Horizon
Investments, a 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.”
Award winning strategies
Horizon has been 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.
About Horizon
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/
Contacts
Mike MacMillan/David Savino
MacMillan Communications
212.473.4442
[email protected]
