Managed acct boutique Rockingstone hires sales head

Thomas Coyle

18 August 2009

Multi-asset shop hires Trevor Smallwood; opens office in Ponte Vedra, Florida. Larchmont, N.Y.-based separate account manager Rockingstone Advisors has hired former Nuveen Investments wholesaler Trevor Smallwood as its head of sales and business development, and opened an office in Ponte Vedra, Fla., to accomodate him.

"I am thrilled to have Trevor join Rockingstone Advisors," says Rockingstone's managing partner Brandt Sakakeeny. "His addition allows us to expand our presence in the critically important Florida market, bring great insight and experience into better managing and growing our client relationships, and allow me more time to focus on portfolio management and analysis."

Compelling

Though based the northeastern Florida, Smallwood is responsible for directing the firm's national sales and marketing strategy, and for managing client relationships and developing business opportunities throughout the U.S.

Smallwood spent six years as a salesman with asset-manager aggregator Nuveen Investments and nine years at New York-based Merrill Lynch .

Rockingstone's cross-asset-class approach to investing "offers high-net-worth investors a unique and compelling solution," says Small. "I am looking forward to contributing meaningfully to the firm's growth over the next several years."

Rockingstone launched its wealth-managment practice about three months ago; the firm itself is less than a year old. It has a minimum investment threshold of $500,000.

Chicago-based Nuveen Investments managed $128 billion aty the end of June 2009. -FWR

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