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Deals & People January 27, 2014
Forward Expands Investment, Sales Teams
Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.
Reported by PLANADVISER staff
Forward added the new hires to strengthen its internal investment and sales capabilities, the firm says in a statement.
Sagmeister joined the portfolio management team led by David Ruff and will share responsibility for the management of the Forward International Dividend Fund, Forward Select EM Dividend Fund, Forward Emerging Markets Fund and Forward Global Dividend Fund, which all use the proprietary Dividend Signal approach. His responsibilities include monitoring and analysis of the funds’ assets and investments while developing potential investment ideas. Before Forward, Sagmeister served as the executive director of European equity sales for Nomura Securities International.
Palmer, as a senior analyst, is responsible for fundamental analysis of individual companies and assisting in fund management, with a focus on performance and risk profile. He will assist in the management of the recently launched Forward Select Opportunity Fund managed by Joel Beam. Palmer was previously vice president of Focus Financial Partners in San Francisco.
Rosner, as a vice president and northeast regional sales director, will primarily engage with financial advisers in the wirehouse and independent broker/dealer channels. Rosner has worked most recently as vice president and adviser-consultant at Nuveen Investments.
Forward Management is an investment services provider focusing on non-correlated returns, investment income, global exposure and diversification.
More information is available at http://www.forwardinvesting.com/.