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EQIS Capital Management appoints new President and CEO


EQIS Capital Management has appointed Joseph F Hunter as its President and Chief Executive Officer, and Lee Chertavian as  Chairman of the Executive Committee of the Board.

Hunter will be responsible for overseeing all aspects of the EQIS organisation, including, but not limited to, investing, compliance, finance, product development, sales, marketing, operations and engineering. Chertavian says: “Joseph’s depth of experience and expertise in the financial services industry make him ideally suited to lead the next phase of EQIS’ growth.”
Hunter has over 25 years of experience in executive management, having held C-level positions at numerous financial firms. Some of his prior positions include President of Financial Services International Corp, Senior Vice President of Correspondent Implementations at National Financial/Fidelity Investments; and Senior Vice President of Broker Dealer Operations Executive at Bank of America Investments.
Scott Winters will continue in his role as member of the Board of Directors, but is no longer actively involved in the firm’s operations.
EQIS is also pleased to announce the addition of Kari Franz, Senior Vice President of Marketing. Franz is an accomplished financial services professional with 29 years of industry experience. She joins EQIS having most recently led Mutual Fund and ETF Marketing at Charles Schwab.
Chertavian adds: “Kari was added to the management team to amplify and expand the EQIS brand. Her mastery of client communications and digital marketing will help position EQIS for future success.”

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