Mark Spina

Mark Spina Email and Phone Number

Founder and Managing Partner @ Alpha Scale
New York, NY, US
Mark Spina's Location
New York, New York, United States, United States
About Mark Spina

Experience & energyAs an experienced executive with a proven ability to create and deliver on a future vision, I have a combination of energy and expertise to manage, grow or start a business. I have proven strategic and operational experience with companies seeking growth, while going through or preparing for their next phase of expansion, transformation or major events.Culture builder & carrier Building and leading high performing, results oriented teams that execute and deliver on the organizational vision is a core competency. My collaborative leadership attracts and inspires employees aligned with company culture. I advocate for the client experience through thought leadership, public speaking, roundtables and industry engagements. In businesses that are driven by human capital, I believe it’s essential to create and maintain an environment of continuous improvement, teamwork and meritocracy. Strategic & tactical leaderAs a leader, who drives for growth and profitability while building company value, I lead from strategic and tactical perspectives, across all aspects of long term and day-to-day operations. I provide focused and actionable direction to sales and business development teams, while actively involved in client engagements and prospecting initiatives. Concurrently, it is essential to provide effective updates & engage stakeholders.Execute with excellenceWith the leadership team, I develop a robust short and long term growth strategy, KPIs and execution plan. We have an innovative mindset to drive continuous improvement and differentiation to distance ourselves from competitors. I have led the execution of data strategy, product development, marketing, customer service, finance and human resource initiatives, leveraging functional experts. I mitigate competition and market threats, assessing financials, capital and strategic priorities on an ongoing basis. Thought Leadership.Developing and support award winning content programs and digital delivery platforms has been a professional passion. I have been selected to chair, moderate and act as a panelist at a number of industry leading conferences, podcasts and continuing education forums.INTERESTS• Endurance sports • Brazilian Jiu Jitsu. • Avid podcast listener and non-fiction readerMark Spina is a registered representative of ALPS Distributors, Inc. ALPS Distributors, Inc. is the distributor for certain funds and is not affiliated with FLX Networks. All investing involves risk including loss of principal.

Mark Spina's Current Company Details
Alpha Scale

Alpha Scale

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Founder and Managing Partner
New York, NY, US
Mark Spina Work Experience Details
  • Alpha Scale
    Founder And Managing Partner
    Alpha Scale
    New York, Ny, Us
  • Russell Investments
    Head Of Americas, Advisor & Intermediary Solutions
    Russell Investments Dec 2016 - Feb 2020
    Seattle, Wa, Us
    Overview• Senior executive focused on developing, leading and executing strategy for Russell Investments’ advisor business and the firm’s wealth management clients• Integrated US and Canadian sales, sales enablement, and support teams into unified organization structure, increasing productivity and profit per employee • Combined cost management and growth initiatives to generate over $250 million in revenue, $125 million in earnings and $1 million revenue per employee Sales strategy, execution and recognition• Provided data-driven direction to sales and business development with a focus on the firm’s Tax Managed capabilities; Generated significant net new cash flows, growing Tax Managed AUM in 3 years from $4.9 billion in 2016 to $10.4 billion in 2019, against a backdrop of negative industry flows for active management; Grew Tax Managed product sales from 22% of sales in 2016 to 52% of sales in 2019• Established the firm as the #2 provider of model portfolios, in a competitive market• Launched and grew the intermediary OCIO business to over $6 billion in 3 years• Selected as winner of 2018 MMI/Barron’s Industry Award for Field Sales Distribution Product leadership, development & management• Led initiatives to improve, modernize and differentiate the firm’s investment solutions by managing the portfolio consulting team with multiple CFAs and partnering with investment teams• Re-launched the Personalized Retirement Account, a competitive solutions to both target date funds and incumbent managed account solutions.Selected appointments & responsibilities• Chairman and President of Russell Investments Financial Services, the registered broker dealer subsidiary for Russell Investments. Member of he firm’s global executive and global risk committees• Selected to chair the firm's global Diversity & Inclusion council • Served as the interested director of the Russell Investment Company mutual fund board
  • Pioneer Investments
    Head Of Us Intermediary Distribution
    Pioneer Investments Jan 2015 - Dec 2016
    Boston , Ma, Us
    Overview• Headed business unit, directed distribution of Pioneer’s investment solutions, including mutual funds, sub-advisor services and closed-end funds. Reported to CEO of Pioneer Investment Management USA Inc. • Generated over $200 million in annual revenue, focused initiatives and sales on capabilities with longer term client appeal and capacity for margin retention including multi-asset and alternatives solutions, shifting away from higher turnover short term fixed income productsOrganizational design• Restructured and built dedicated manager research coverage model to drive platform placements, reducing the legacy national accounts approach of conference and events coverage. • Built and managed internal and external wholesaling, business development, and relationship management teams Sales strategy• Enhanced and diversified relationships with faster growing financial intermediaries, independent financial planners, Registered Investment Advisors and retirement plan platforms, moving away from a heavy wirehouse focus
  • Voya Investment Management
    Head Of Intermediary Distribution
    Voya Investment Management 2008 - Dec 2014
    New York, New York, Us
    Overview• Managed business unit and distribution of Voya’s investment solutions including mutual funds, SMAs, close-end funds, and sub-advisory services• Re-designed the business unit, navigated effectively through the financial crisis, developed the sales organization and led it through the IPO of the parent company• Delivered over $150 million in annual revenue, with improving profit margins as sales productivity and asset life increased through a series of resource allocation and sales process initiativesSales leadership• Directed external wholesaling, internal wholesaling, business development, relationship management, training, sales support, and service teams focused on leading financial intermediaries including broker dealers, planners, RIAs, banks, and insurance companies, additionally developed DCIO and sub-advisory markets • Oversaw a global team, working to coordinate our partnerships with global financial institutionsSelect appointments and responsibilities• Promoted to the management committee for Voya US Investment Management that oversees overall investment management business in 2012. Promoted to CEO and President for Voya Funds Distributor in 2008
  • Voya Investment Management
    Head Of Strategic Marketing And Business Development
    Voya Investment Management 2001 - 2008
    New York, New York, Us
    Overview• Owned product development and product management across intermediary, institutional and offshore channels. Product types included registered funds, closed end funds, offshore funds, and separate accountsProduct leadership• Interacted and coordinated with investment teams in Europe and Asia to import and export investment capabilities to clients and distribution channels globallyEnterprise sales and relationship management• Managed national accounts and internal wholesaling teams

Mark Spina Skills

Mutual Funds Asset Management Alternative Investments Investments Asset Allocation Series 7 Investment Management Equities Wealth Management Management Series 63 Hedge Funds Financial Services Asset Managment Portfolio Management Capital Markets Relationship Management Investment Advisory Investment Strategies Separately Managed Accounts Fixed Income Etfs Private Equity Securities Finra Derivatives Series 24 Series 65 Financial Markets 401k Retirement Planning Bonds Retirement Bloomberg

Mark Spina Education Details

  • Bucknell University
    Bucknell University
    Political Science
  • Fordham Gabelli School Of Business
    Fordham Gabelli School Of Business
    Finance And International Business

Frequently Asked Questions about Mark Spina

What company does Mark Spina work for?

Mark Spina works for Alpha Scale

What is Mark Spina's role at the current company?

Mark Spina's current role is Founder and Managing Partner.

What is Mark Spina's email address?

Mark Spina's email address is ma****@****ent.com

What is Mark Spina's direct phone number?

Mark Spina's direct phone number is +121230*****

What schools did Mark Spina attend?

Mark Spina attended Bucknell University, Fordham Gabelli School Of Business.

What skills is Mark Spina known for?

Mark Spina has skills like Mutual Funds, Asset Management, Alternative Investments, Investments, Asset Allocation, Series 7, Investment Management, Equities, Wealth Management, Management, Series 63, Hedge Funds.

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