Family Office
Maul Capital makes appointment to 401(k) platform
Wealth firm increases sales efforts for pension-plan
customization service. Las Vegas-based Maul Capital Management
has named former PricewaterhouseCoopers (PwC) executive David
Harris as its new sales manager of its LifeSync 401(k) product in
the southwestern U.S.
LifeSync is a new managed 401k service that provides personalized
approaches to 401(k) investing for employees of small to
medium-sized businesses. Zacks Investment Management came out
with something similar about 18 months ago.
Quite pleased
"We are quite pleased to have Mr. Harris join our LifeSync team,"
says Margaret Maul, managing director and CEO of Maul Capital.
"His 20-plus years experience as a financial advisor and
understanding of clients and their needs is perfectly in sync
with the MaulCap business model and culture."
Harris left PwC, where he was manger of its Midwest
investment-management consulting practice, to start his own firm
in 2002. He has also worked with PaineWebber (now part of UBS)
and in the capital-markets group of Old Kent Bank (now part of
Fifth Third Bank).
Maul Capital managed about $132 million, mainly for
high-net-worth individuals, according to its latest ADV filing
with the SEC. -FWR
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