“In addition to working with industry giants like ING, Joe has worked with some of the brightest names in the asset-management business, representing open-end mutual funds, closed-end mutual funds, offshore investments, separately managed accounts, and variable and fixed annuities, among other investment solutions,” said Vertical President Bayard Closser. “His experience will be invaluable to our growing company.”
Most recently, Hart served as Executive Vice President of Institutional Sales for Realty Capital Securities, LLC in Boston, a leading distributor of non-traded real estate investment trusts (REITs) and business development corporations (BDCs). Before that, he held the position of Senior Vice President and Head of Retail Sales for ING Investment Management.
He has also held senior-level positions with Prudential Investments, Banc of America, Wachovia (formerly First Union) and Fidelity Investments.
He earned his bachelor’s degree in business from Western Michigan University in Kalamazoo. He earned series 7, 63, 65 and 24 licenses and holds his Certified Investment Management Analyst (CIMA) designation.
“Joe applies his unique background in the alternative and innovative asset management space to assist investment professionals in developing their practice by understanding their clients’ investment needs and inherent decision-making challenges,”
Vertical Capital Markets Group (www.verticalus.com)