Bringing you live news and features since 2006 

shaking hands

Berta Aldrich joins Franklin Square as CMO


Franklin Square has hired Berta Aldrich to serve as the firm's Chief Marketing Office (CMO). 

Aldrich joins the firm after spending the last 10 years with Vanguard, where she held executive positions in marketing strategy and planning, loyalty operations and investment education."Berta is a highly respected marketer and educator in our industry and we are delighted she has joined Franklin Square," says Michael C Forman, Chairman and CEO, Franklin Square. "Berta will help us further strengthen our position as a leader in alternative investments and our support for client and investor education programs."

In her most recent position as Head of Marketing Strategy for Vanguard, Ms. Aldrich led the channel marketing efforts for the growth and expansion of its USD1 trillion dollar Financial Advisory Services division. She previously served as Department Head of Vanguard's Acquisition and Loyalty Marketing Operations, Marketing Executive to the Institutional Full-Service Retirement division and Head of Investor Education and Program Development. Before joining Vanguard, Aldrich had a 13-year career at the Principal Financial Group.

"Franklin Square is a leader in providing individual investors access to alternative investments historically reserved for large institutions," says Aldrich. "I am excited to join such an innovative, dynamic firm and a team that places such great emphasis on investor protection, client care and civic engagement."

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by