MFEA hosted a Webinar on Tuesday, May 19, at 1:00 pm ET on the importance of staying true to your brand in volatile markets. Noted fund industry consultant and brand strategist Dan Ross, President of Wechsler Ross & Partners, explored strategies for protecting your brand in these volatile times.
Dan Ross, President of Wechsler Ross & Partners, is a recognized authority on investment branding and communications. In his 25-year career as a marketing strategist and writer, Dan has consulted for many of the world’s leading financial institutions from Bank of America and Citigroup to Fidelity, J.P. Morgan Chase, Merrill Lynch, Morgan Stanley, Nomura, The Principal, UBS, Wachovia and Wells Fargo, as well as dozens of prestigious smaller organizations such as AARP, Ameriprise, Ariel Investments, Dimensional Fund Advisors, Fitch Ratings, Investment Technology Group, Lipper, LPL Financial, Matthews Asia, Mayer Brown, Morningstar, Nuveen, Oaktree Capital, Schroders, Sentinel Investments and Standard & Poor’s. Among the many corporate and brand names Dan has developed are NYCE, Tradewinds and Defined Asset Funds.
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