Bringing you live news and features since 2006 

Foundation Source names Scott Rose as MD for central region


Foundation Source, a company that establishes and provides management and advisory services for private foundations, has appointed Scott Rose as managing director of the US central region.

Rose’s appointment marks a key step in Foundation Source’s strategy to build its presence in the Midwest.
He will be based out of the Chicago office and will be responsible for building the brand and growing the firm’s business in Illinois, Michigan, Indiana, Wisconsin, Minnesota, Iowa, North Dakota, South Dakota and Nebraska.
“Scott has an extensive track record in wholesale distribution and asset gathering,” says CEO Susan Friedlander Calzone. “The depth of his experience and network with wealth managers throughout the Central region bring great value to the continued growth of our business.”
With over 20 years of experience in the financial services industry, Rose was most recently a vice president and client adviser at JP Morgan, where he was responsible for wholesale distribution of JP Morgan mutual funds, SMAs, and ETFs to wirehouses.
He has held similar roles at Allianz Global Investors as well as DWS/Scudder Kemper Investments. Previously he was a financial advisor at Prudential Securities.
“Scott has worked closely with a number of key wirehouses, including Merrill Lynch, Morgan Stanley, UBS and Wells Fargo Advisors,” says chief distribution officer Joseph M. Fuschillo. “Leveraging his connections to these distribution channels will provide a number of opportunities for our team and we are excited to bring him on board.”

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
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

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
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.  ...
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