Wealth management
10 fund distribution experts
These ten asset management executives have led fund distribution, sales or ETF distribution at investment managers. A reader can learn how asset managers organize and run fund distribution.
Professionals to explore
01—10Antonio Volpe
LinkedInExperience: Head of External Distribution · Amundi
Head of External Distribution at Amundi since June 2019, and former Head of External Distribution - Fund Users (2015–2019) and Head of ETF, Indexing & Smart Beta Business Unit (2010–2015) there. The profile also lists ETF Sales (2005–2010) and Fixed Income Sales (2000–2005) at BANCA IMI S.P.A.
Jeff Reiss
LinkedInExperience: SVP Head of Retail Sales · Hartford Funds
Former SVP Head of Retail Sales at Hartford Funds (1995–2017) and SVP- National Sales Manager- US Retail at AllianceBernstein (2019–2026). The profile says that as SVP and Head of Retail Sales at AllianceBernstein the person led a 100-person retail distribution organization spanning areas including wholesaling and sales.
Josean Fernandez, CAIA
LinkedInExperience: Managing Director - Head of Intermediary Distribution · Parnassus Investments
Managing Director - Head of Intermediary Distribution at Parnassus Investments since March 2025. The profile also lists Head of National Accounts at Ariel Investments (2021–2025), Head of Home Office at BlackRock (2019–2021) and Managing Director at OppenheimerFunds (2012–2019).
Kate Thompson
LinkedInExperience: Managing Director, Head of US Retail Distribution · Allianz Global Investors
Former Managing Director, Head of US Retail Distribution at Allianz Global Investors (2016–2020), a role the profile says drove asset and revenue growth across U.S. retail, and SVP, Head of ETF Distribution at Allianz Life since September 2022. It also lists Managing Director, Head of National Accounts Advisory at Allianz Global Investors (2014–2016).
Marcus Wallace
LinkedInExperience: Head of Wholesale Distribution · Vanguard Australia
Head of Wholesale Distribution at Vanguard Australia since July 2026, where the profile says the person leads distribution and national account relationships across asset consultants, broker networks and private wealth channels across APAC. It also lists Head of Listed Market Sales (2024–2026) and Channel Sales Manager - Dealer Groups, Platforms and Research (2017–2022) at Vanguard Australia.
Mark Bentley
LinkedInExperience: Executive Vice President, Head of Distribution · BTS Asset Management
Executive Vice President, Head of Distribution at BTS Asset Management since January 2014, and former Senior Vice President, Head of Distribution at OMAM (Old Mutual Asset Management) (2009–2012) and Managing Director, National Sales Manager at Rydex Investments (1996–2009). The profile describes expertise in creating and executing sales and marketing strategies for the distribution of traditional and alternative mutual funds.
Olivier Paquier
LinkedInExperience: Global Head of ETF Distribution, AXA IM · BNP Paribas Asset Management
Global Head of ETF Distribution, AXA IM at BNP Paribas Asset Management since January 2023, and former Head of ETF Distribution EMEA (2019–2023) and ETF Head of Distribution - Cont. Europe & Latam (2017–2019) at J.P. Morgan Asset Management. The profile also lists Head of SPDR ETF France, Monaco, Spain & Portugal - and Head of Sales SSGA France at State Street (2011–2017).
Richard M. Potocki
LinkedInExperience: Managing Director, Head of U.S. Distribution · VanEck
Managing Director, Head of U.S. Distribution at VanEck since November 2012. The profile also lists Director, National Broker Dealer Sales & National Accounts- Exchange Traded Funds at Russell Investments (2011–2012), Director, National Sales Manager, Head of National Accounts at Genter Capital Management (2009–2011) and Partner, Managing Director, National Sales Manager at J. & W. Seligman (1998–2008).
Ross Kappele
LinkedInExperience: Head, Distribution & Client Management · BMO Global Asset Management
Former Head, Distribution & Client Management at BMO Global Asset Management (2011–2024), where the profile says the person developed and executed multi-channel distribution strategies for products including BMO Mutual Funds, BMO ETFs and institutional pooled funds. It also lists Co-President (BMO Mutual Funds) at BMO Global Asset Management (2009–2011) and President at Guardian Group of Funds Ltd. (2007–2009).
Sue Thompson
LinkedInExperience: EVP, Head of Americas Distribution for SPDR ETFs · State Street Investment Management
Former EVP, Head of Americas Distribution for SPDR ETFs at State Street Investment Management (2018–2024). The profile describes expertise spanning investment management distribution, strategy and marketing, and also lists Independent Trustee (ETF Board) at Franklin Templeton (2016–2018) and Senior Advisor at BlackRock (2015–2016).
Choose the right perspective
Match the channel to your question, since selling through broker-dealers and advisors differs from institutional or platform distribution. Also consider the product focus, because distributing ETFs and distributing active mutual funds call for different sales models.
Questions to take into the conversation
- 01How did you decide which intermediary channels and platforms to prioritize for your funds?
- 02How did you organize wholesalers and national account teams to win shelf space?
- 03Which measures did you use to judge whether a distribution team was gaining traction?
Reaching fund distribution experts
How can I contact one of these fund distribution experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Amundi, Hartford Funds and Parnassus Investments, based on profile data retrieved on October 4, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach fund distribution experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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