Michael Winnick Email and Phone Number
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Michael Winnick is an executive leader of distribution initiatives in FinTech, Investment and Wealth Management verticals. Michael is former of President of AdvisorTarget which was acquired by Broadridge Financial Solutions in May, 2024. AdvisorTarget helps Asset Managers and Wealth Management companies grow their Advisor distributed businesses through the application of patented technologies and proprietary Advisor Intent and Identification databases. Prior to AdvisorTarget, as Partner and Chief Revenue Officer at The TIFIN Group, Michael launched the distribution organizations for multiple FinTech platforms. Michael has built and managed distribution strategies and organizations for Charles Schwab (4 Years) and Russell Investments (11 Years) and co-founded one of the industry's first Turnkey Asset Management Platforms (TAMPs), Investment Advisory Network (10 Years). A passionate philanthropist, Michael is former Chair of the Juma Ventures National Board where he continues as head of the Finance Committee. Michael's entrepreneurial career commenced with the creation of Aspen Bike Tours in 1989.
Broadridge
View- Website:
- broadridge.com
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Vice President Of Business DevelopmentBroadridge Jun 2024 - PresentNew York, New York, UsLead Business Development activities for AdvisorTarget which was acquired by Broadridge in May, 2024.
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Business Development AdvisorAndes Wealth Technologies Mar 2024 - PresentLexington, Massachusetts, Us -
PresidentAdvisortarget Nov 2021 - May 2024Helping Asset Managers and Wealth Management companies grow their Advisor distributed businesses through the application of patented technologies and proprietary Advisor Intent and Identification databases. -
Chief Revenue Officer (Cro)The Tifin Group Apr 2020 - Jun 2021Boulder, Colorado, UsOversaw revenue generation for three of The Tifin Group's portfolio companies: Clout, Positivly and Magnifi. Established go-to-market strategies, hired Advisor Sales teams, developed sales operations processes and led Enterprise sales. -
Head Of Institutional / Intermediary SalesCharles Schwab Sep 2015 - Dec 2019Westlake, Texas, Us• Responsible for distribution of Schwab Mutual Funds, ETFs and Collective Trusts through Wealth Management and Retirement Channels.• Business raised $31B in net new assets in 2018, #3 in the industry. $230B in AUM.• Focus on distribution off the Schwab platform more than doubled to over $57B in AUM. Net flows grew to 33% of total flows during the period. Annual sales targets achieved.• Wealth Management team grew to ten professionals and retirement team to seven. P&L responsibility including compensation, partnerships and T&E.• Established partnerships with five broker dealers for distribution of Schwab ETFs and three record keepers, two consultants and two broker dealers for retirement distribution.• Led Aspiring Leaders Program (ALP) for 30 emerging Schwab associates. -
Managing Director Us Sales & PartnershipsRussell Investments Mar 2010 - Aug 2015Seattle, Wa, Us• Responsible for distribution of Russell Mutual Funds in the US market primarily though Russell Model Portfolios. $43B AUM business delivered $206M in revenue and $138M in operating profit in 2013, 10% and 14% annual increases respectively.• Member of Russell Global Council consisting of 40 global leaders that planned and implemented strategy for Global Index and $275M Investment Management businesses.• Managed team of 97 consisting of business development, account management, sales, product specialists, client service, sales strategy and execution across Broker Dealer, RIA, Retirement & Bank Channels.• Responsible for $18.25M P&L including personnel, T&E and national events.• Pioneered advisor Growth Program practice management strategy that aligned use of Russell Model Portfolios with partners’ and advisors’ fee-based growth objectives. -
Managing Director, Business Development & National AccountsRussell Investments Mar 2006 - Mar 2010Seattle, Wa, Us• Demonstrated success in establishing new partnerships with intermediaries primarily through placement of Model Portfolios on platforms. Quadrupled Russell focus partners.• Managed team of 18 National Account Executives overseeing Russell partnerships in broker dealer, bank, independent and defined contribution channels.• Contributor to multi-manager product development in mutual funds, SMAs and UMAs.
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Director, Business Development & Managed Account StrategiesRussell Investments Jul 2004 - Mar 2006Seattle, Wa, Us• Created strategy for US intermediary business focused on distributor adoption of Russell Mutual Fund Model Portfolios as their non-proprietary fee-based asset allocation offering.• Responsible for team of 13 individuals overseeing Russell’s $1.5B SMA Program.• Transitioned managed account program to 3rd party, $1.2M annual expense saving.
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General Manager, Investment Advisory NetworkSs&C Technologies Jan 2004 - Jun 2004Windsor, Ct, Us• Named General Manager of business unit by new owner SS&C Technologies, Inc.• Oversaw integration of business into SS&C support services and day-to-day management of business delivering managed account technology to US financial intermediaries.• Managed team of 25 individuals performing software development, database administration, project management, operations, marketing, sales and service -
Founder, Chief Operating OfficerInvestment Advisory Network, Llc Sep 1999 - Jan 2004• Responsible for operation and growth of Turnkey Asset Management Platform (TAMP).• Established and managed client relationships with leading financial services companies in asset management, bank, brokerage and RIA channels.• Managed team of 15 individuals including product management, project management, operations, relationship management, marketing and sales.• Oversaw growth of business to $10.5M annual revenue.• Directed sale of company to SS&C Technologies in conjunction with investment banker.
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Founder, Senior Vice President, Business DevelopmentInvestment Advisory Network, Llc Sep 1994 - Sep 1999• Launched FinTech Turney Asset Management Platform (TAMP) with three partners.• Established and oversaw client relationships with leading asset management, bank, broker dealer and RIA intermediaries. Grew assets under management by $2 billion.• Facilitated capital raise with individual investors and investment bankers.
Michael Winnick Skills
Michael Winnick Education Details
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Yale School Of ManagementMarketing -
Colgate UniversityPolitical Science
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Culver AcademiesHigh School Diploma
Frequently Asked Questions about Michael Winnick
What company does Michael Winnick work for?
Michael Winnick works for Broadridge
What is Michael Winnick's role at the current company?
Michael Winnick's current role is Fintech, Asset and Wealth Management Executive Leader. Juma Ventures National Board..
What is Michael Winnick's email address?
Michael Winnick's email address is mi****@****hoo.com
What is Michael Winnick's direct phone number?
Michael Winnick's direct phone number is +120650*****
What schools did Michael Winnick attend?
Michael Winnick attended Yale School Of Management, Colgate University, Culver Academies.
What skills is Michael Winnick known for?
Michael Winnick has skills like Alternative Investments, Asset Management, Investments, Asset Allocation, Mutual Funds, Series 7, Strategy, Investment Management, Investment Strategies, Crm, Etfs, Investment Advisory.
Who are Michael Winnick's colleagues?
Michael Winnick's colleagues are Aditya S Maheshwari, Robert Bouthet, Manjunath N, Jnanakrishna Agnihotram, Srivathsa Krishnamurthy, Emily Colon, Rajagopal B.
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