John Hancock Investment Management builds ETF team, naming Neil Kay to lead West Coast effort
Nino Balduzzi and Jackson Fallon promoted in RIA channel
BOSTON, June 12, 2017—John Hancock Investment Management said today that it has named Neil Kay as managing Director, ETFs, for the West Coast, as part of the firm’s expansion of its ETF team. Mr. Kay, who joins from Lattice Strategies/Hartford Funds in San Francisco, reports to Michelle Fuller, senior managing director, institutional sales, ETF distribution for John Hancock Investment Management. He is based in San Francisco.
“With the addition of Neil, our ETF specialist team is now fully staffed,” said Ms. Fuller. “We are pleased to welcome Neil to the firm and look forward to his contributions as we continue building our momentum in the ETF marketplace.”
Prior to Lattice Strategies, Mr. Kay worked as an iShares ETF specialist at BlackRock and at Fisher Investments. He is a finance graduate of the University of Texas at Austin.
In other moves, the firm named Nino Balduzzi as senior managing director to lead the RIA team, and also promoted Jackson Fallon to managing director RIA, West Coast. Mr. Fallon reports to Mr. Balduzzi.
“These key team appointments will be very important for us as we provide sales support across our product line and distribution channels,” said Todd Cassler, president, institutional distribution at John Hancock Investment Management.
About John Hancock Investment Management
John Hancock has helped individuals and institutions build and protect wealth since 1862. Today, we are one of the strongest and most-recognized financial brands. We serve investors globally through a unique multimanager approach: We search the world to find proven portfolio teams with specialized expertise for every strategy we offer, then we apply robust investment oversight to ensure they continue to meet our uncompromising standards and serve the best interests of our shareholders. Our approach to asset management has led to a diverse set of investments deeply rooted in investor needs, along with strong, risk-adjusted returns across asset classes.
About John Hancock and Manulife
John Hancock, is a division of Manulife, a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Operating as Manulife in Canada and Asia, and primarily as John Hancock in the United States, our group of companies offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents, and distribution partners. Assets under management and administration by Manulife and its subsidiaries were $1 trillion (US$754 billion) as of March 31, 2017. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found on the Internet at manulife.com.
The John Hancock unit, through its insurance companies, comprises one of the largest life insurers in the United States. John Hancock offers and administers a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, long-term care insurance, college savings, and other forms of business insurance. Additional information about John Hancock may be found at johnhancock.com.
Investing involves risks, including the potential loss of principal. There is no guarantee that a fund's investment strategy will be successful. John Hancock Multifactor ETF shares are bought and sold at market price (not NAV), and are not individually redeemed from the fund. Brokerage commissions will reduce returns.
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