Lee Small named sales manager, wirehouses and regionals, for Western region
BOSTON, January 17, 2017—John Hancock Investment Management today announced a major appointment to its national sales effort, naming Lee Small as Western Divisional Sales Manager for the Wirehouse and Regional Channel. Mr. Small most recently was National Sales Manager, Wirehouse/Regional and Bank Channel, at Lincoln Financial Distributors, Inc., the wholesaling organization for Lincoln Financial Group. He reports to Andy McFetridge, CRPC®, National Sales Manager, Wirehouse & Regional Channel. His appointment was effective January 4.
“We’re excited to have someone of Lee’s caliber join us at John Hancock Investment Management. His experience and demonstrated leadership capabilities throughout his industry tenure will prove valuable as we continue to build upon sales opportunities in the Wirehouse and Regional Channel,” said Mr. McFetridge.
In addition to Lincoln Financial, Mr. Small has held numerous wholesale and senior management positions over his 20-year career in financial services, including roles at The Hartford Leaders Group, J.C. Bradford & Company, and AXA Financial. He is a graduate of Clemson University.
“As a firm, we have a major focus on the Wirehouse and Regional Channel, and Lee’s appointment underscores our commitment,” said Jeff Duckworth, John Hancock Investment Management’ President of Retail Distribution. “With the contribution of Lee’s in-depth knowledge of Wire firms, we are confident our sales effort will experience continued success.”
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 Financial and Manulife
John Hancock Financial 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 CAD$966 billion (US$862 billion) as of September 30, 2016. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found 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, college savings, and other forms of business insurance. Additional information about John Hancock may be found at johnhancock.com.