Financial Advisor
Richard Potocki
Managing Director, Head of U.S. Distribution
- Joined VanEck in 2012
- Managing Director and Head of U.S. Distribution for VanEck's mutual funds, VIP (variable insurance products) funds, ETFs, and alternative investment strategies within the advisory and institutional channels
- Oversees Financial Advisor, RIA, ETF, Institutional, and National Account Client Services teams
- Prior to joining VanEck, served as Director, National Sales Manager, and Head of National Accounts at Russell ETFs; served on Russell's ETF Operating Committee and Distribution Leadership Team
- Previously Managing Director and Partner at J. & W. Seligman; also served as National Sales Manager, Head of National Accounts, Head of Marketing, and Member of Board of Directors: Global Horizon and Spectrum Funds; responsible for expansion of Seligman brand overseas, led offshore marketing efforts and opened offices in London, Buenos Aires, and Hong Kong
- BA, Duke University
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Parker Johnson
CIMA®, CAIA, Managing Director, National Sales Manager
- Joined VanEck in 2013
- Managing Director and National Sales Manager for the Financial Advisor and RIA channels
- Previous role at VanEck was ETF specialist responsible for the West Coast territory covering the financial advisors channel
- Earlier career experience includes Institutional Sales with iShares/BlackRock; Strategic Services and Sales with AllianceBernstein
- Certified Investment Management Analyst (CIMA®) Member
- Chartered Alternative Investment Analyst (CAIA)
- BA, Finance and Banking/Risk and Insurance, Appalachian State University
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Brad Noll
Regional Vice President - New York
- Joined VanEck in 2007
- Currently manages the New York State territory including New York City and Long Island
- Previously Regional Vice President and Business Development Specialist for the Midwest territory at VanEck
- Earlier career experience includes four years as Financial Planning Consultant at Fidelity Investments and two years as a Regional Wholesaler at Fidelity Advisor Funds
- BS, Business Administration, concentrating in finance, Susquehanna University
Territory: New York
Advisor Representative
Ryan Henshaw
212.293.2179
rhenshaw@vaneck.com
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Tom Foley
Regional Vice President - Mid-Atlantic
- Joined VanEck in 2012
- Currently manages the Mid Atlantic territory covering Delaware, New Jersey, Pennsylvania, and Ohio
- Previously Senior Regional Sales Representative for the North Central territory at VanEck
- Earlier career experience includes Internal Wholesaler at Prudential Investments
- BS, Computer Information Systems, Manhattan College
Territory: Mid-Atlantic
Advisor Consultant
Michael Hofbauer
212.293.2178
mhofbauer@vaneck.com
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Pete Dunn
Regional Vice President - Northwest
- Joined VanEck in 2011
- Currently manages the Northwest regional territory covering Northern California, Washington, Oregon, Idaho, Montana, Wyoming, Utah, Colorado, Northern Nevada, Nebraska, North Dakota, and South Dakota
- Earlier career experience includes Regional Vice President at AXA Equitable and Sun Life Financial
- BS, Business Administration, University of Vermont
Territory: Northwest
Advisor Consultant
Charlie Rogers
813.964.3638
crogers@vaneck.com
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Jake Zeitler
Regional Vice President - Florida/Georgia
- Joined VanEck in 2013
- Currently manages the regional territory covering Florida and Georgia
- Previously Regional Sales Representative covering the New England territory at VanEck
- Earlier career experience includes six years as an Advisor Consultant at Franklin Templeton Investments
- BS, Business Administration, concentrating in marketing, University of South Florida
Territory: Florida/Georgia
Advisor Representative
John Reed
813.964.3615
jreed@vaneck.com
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Sam Onan
Regional Vice President - North Central
- Joined VanEck in 2014
- Manages the North Central territory covering Minnesota, Iowa, Wisconsin, Illinois, Michigan, and Indiana
- Earlier career experience includes Vice President, Client Advisor at J. P. Morgan and Regional Vice President at Rydex Investments
- Certified Investment Management Analyst (CIMA®) Member
- BA, Financial Management, University of St. Thomas
Territory: North Central
Advisor Representative
Jake Wilson
813.964.3669
jwilson@vaneck.com
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Stuart Jung
Regional Vice President - Southwest
- Joined VanEck in 2014
- Manages the Southwest territory covering southern parts of California and Nevada, and all of Arizona and New Mexico
- Earlier career experience includes Vice President and Wealth Management Specialist at Merrill Lynch and various roles at Columbia Management, MFS Investment Management, and Sumitomo Bank of California
- Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) Member
- BS, Business Administration, University of Nebraska
Territory: Southwest
Advisor Representative
Vincent Villegas
813.964.3629
vvillegas@vaneck.com
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Doug Pheeney
Regional Vice President - New England
- Joined VanEck in 2016
- Manages the New England territory covering covering Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont.
- Earlier career experience includes Vice President, Investment Management Consultant with BlackRock and Regional Marketing Director with Putnam Investments
- Certified Investment Management Analyst (CIMA®) Member
- BA, History, Denison University
Territory: New England
Advisor Representative
Vlad Kasyanov
813.964.3612
vkasyanov@vaneck.com
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Jason Mashas
Regional Vice President – South Central
- Joined VanEck in 2014
- Manages the South Central regional territory covering Texas, Louisiana, Oklahoma, Arkansas, Kansas, and Missouri
- Previously Regional Sales Representative covering Southwest territory at VanEck
- Earlier career experience includes Supervisor at T. Rowe Price Retirement Services
- Certified Investment Management Analyst (CIMA®) Member
- BS, Political Science, Florida State University
Territory: South Central
Advisor Representative
Clayton Steinberg
813.964.3614
csteinberg@vaneck.com
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Maryrose Burns
Regional Vice President - Southeast
- Joined VanEck in 2015
- Currently manages the Southeast territory covering D.C., Virginia, Maryland, North Carolina, South Carolina, Alabama, Mississippi, Tennessee, Kentucky, and West Virginia
- Previously Regional Advisor Consultant covering the Florida and Georgia territory at VanEck
- BA, Business Administration, concentrating in finance, Piedmont College
Territory: South East
Advisor Representative
Nick Frasse
813.964.3657
nfrasse@vaneck.com
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Matthew Bartlett
Manager, Internal Sales
- Joined VanEck in 2013
- Manages VanEck's internal sales desk and the firm's Tampa, FL office
- Earlier career experience includes Outbound Sales Supervisor, Northeast Division, Franklin Templeton as well as various other sales positions over the course of eight years at Franklin Templeton
- BS, Technology Management, Saint Petersburg College
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RIA
Parker Johnson
CIMA®, CAIA, Managing Director, National Sales Manager
- Joined VanEck in 2013
- Managing Director and National Sales Manager for the Financial Advisor and RIA channels
- Previous role at VanEck was ETF specialist responsible for the West Coast territory covering the financial advisors channel
- Earlier career experience includes Institutional Sales with iShares/BlackRock; Strategic Services and Sales with AllianceBernstein
- Certified Investment Management Analyst (CIMA®) Member
- Chartered Alternative Investment Analyst (CAIA)
- BA, Finance and Banking/Risk and Insurance, Appalachian State University
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William O'Brien
Regional Vice President, Mutual Fund RIA Channel - North
- Joined VanEck in 2014
- Manages the RIA channel for VanEck's mutual fundsand exchange-traded funds in the Northeast and parts of the Northern Midwest
- Earlier career experience includes seven years as RIA Regional Consultant with Pioneer Investments as well as NYC wirehouse relationships
- Accredited Investment Fiduciary (AIF®) designation
- MBA, Finance, Suffolk University; BS, Business Administration, Western New England University
Territory: Mutual Fund RIA North
Advisor Representative
Christopher Gagnier
212.293.2075
cgagnier@vaneck.com
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Kevin McGlynn
Mutual Fund Regional Vice President, RIA Channel - West
- Joined VanEck in 2017
- Regional Vice President manages the RIA channel for VanEck's mutual funds and exchange-traded funds in the West
- Previously ETF Specialist responsible for the West Coast territory covering the financial advisors channel for the VanEck Vectors exchange-traded funds
- Earlier career experience included Sales Director for Schroders Investment Management; Vice President and Sales Director for Innealta Capital; and various roles at Mass Mutual, Smith Barney, and Morgan Stanley
- Certified Investment Management Analyst (CIMA®) Member
- Applied Behavioral Finance Certificate, Investment Management Consultants Association
- BA, Economics, San Diego State University
Territory: Mutual Fund RIA West
Advisor Representative
Madison Morelli
212.293.2174
mmorelli@vaneck.com
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Nicholas Chbane
CIMA®, Regional Vice President, Mutual Fund RIA Channel - South
- Joined VanEck in 2014
- Regional Vice President manages the RIA channel for VanEck’s mutual funds and exchange-traded funds in the South
- Previously Regional Sales Representative covering Northwest territory for VanEck
- Certified Investment Management Analyst (CIMA®) Member
- BS, Economics, University of Florida
Territory: Mutual Fund RIA South
Advisor Representative
Brad Pope
813.964.3613
bpope@vaneck.com
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National Accounts
Matthew Murphy
Director, National Accounts
- Joined VanEck in 2013
- Director of National Accounts for VanEck’s mutual funds and VanEck Vectors exchange-traded funds
- Previous role at VanEck was ETF Specialist responsible for the East territory covering the financial advisors channel for the VanEck Vectors exchange-traded funds
- Earlier career experience included Sales with BlackRock’s Bank Wealth Channel; Global ETF Analyst with State Street Global Advisors Strategy and Research Group
- Level III Candidate in the Chartered Financial Analyst (CFA) Program
- BA, Economics and Italian Studies, Tufts University
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John Ferrick
CIMA®, Director, National Accounts
- Joined VanEck in 2017
- Director of National Accounts for VanEck’s mutual funds and VanEck Vectors exchange-traded funds
- Prior to joining VanEck, spent 25 years with BNY Mellon and its subsidiary, Dreyfus, serving in varied sales capacities: internal and external wholesaler, specialist in annuities and SMA products; internal sales desk manager; and relationship management covering BD wirehouses, independent broker dealers, RIAs, and private banks
- Certified Investment Management Analyst (CIMA®) Member
- BS, Computer Science, Fordham University
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Institutional
Brendan Gundersen
Managing Director, Head of U.S. Institutional Sales
- Joined VanEck in 2017
- Managing Director and Head of Institutional Distribution for VanEck’s investment strategies and array of investment vehicles including mutual funds, separate accounts, and VanEck Vectors® ETFs across Institutional markets
- Oversees VanEck’s efforts with Public and Private pension plans, Foundations, Endowments, Investment Consultants, Private Banks, Trust Banks, Family Offices, and Asset Managers
- Prior to joining VanEck, Managing Director and Head of the Institutional Intermediary effort at New York Life Investment Management and served on their leadership team
- Previously, Managing Director at BlackRock, built a market leading business and strong partnerships across a variety of institutional and fiduciary clients and led efforts across many product solutions including iShares ETFs, alternatives, SMAs, and active mutual funds
- MBA, Finance, State University of New York at Albany; BS, Marketing, State University of New York at Plattsburgh
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Bill Best
Managing Director, Institutional Business Development, Consultants
- Joined VanEck in 2008
- Managing Director of Institutional Business Development for VanEck’s actively managed strategies and VanEck Vectors exchange-traded funds
- Responsible for both developing and managing VanEck’s relationships with investment consultants and institutional investors
- Prior to joining VanEck, global head of hedge fund sales at Bear Stearns Asset Management; focused on business development
- Previously Managing Director of VegaPlus Capital Partners, a hedge fund seeding and infrastructure platform based in New York, London, and Madrid
- Earlier career experience includes corporate finance positions at Lehman Brothers (New York), Arral & Partners (Hong Kong), and The World Bank (Washington); and global fixed income portfolio management with Brown Brothers Harriman (New York) and Rothschild Asset Management (London), all with an emphasis on emerging markets
- Board member of Trickle Up, an international development organization that provides small business loans to women in Africa, Central America, and India
- Frequent speaker at pension industry conferences
- MBA, Finance and Public Policy, The Wharton School; BA, Political Economy, Williams College
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Nancy Bong
Director, Institutional Business Development, Private Bank
- Joined VanEck in 2019
- Director of Institutional Business Development for VanEck’s actively managed strategies and ETFs
- Responsible for institutional business development and client relations with Private Banks, Trust Banks, and their respective ultra high net worth efforts
- Prior to joining VanEck, Managing Director in OppenheimerFunds’ Private Client Group responsible for home office and field engagement strategy for national and super-regional Private Banks
- Previous experience includes building new sales channels for Private Banks, Trust Banks, RIAs, Family Offices, and Turnkey Asset Management Platforms at Neuberger Berman and Lehman Brothers and developing the alternative investments sales capability across all sales channels within intermediary distribution
- Earlier career experience includes strategy roles at Goldman Sachs in both Equities and Global Investment Research divisions
- CFA Charterholder and member of the CFA Society New York
- Holds Chartered Alternative Investment Analyst (CAIA) designation
- MBA, Harvard Business School; Bachelor of Commerce (First Class Honours), Queen’s University, Canada
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Mark Hurrell
Director, Institutional Business Development, Consultants
- Joined VanEck in 2012
- Director of Institutional Business Development for VanEck’s actively managed strategies and VanEck Vectors exchange-traded funds
- Responsible for both developing and managing VanEck’s relationships with investment consultants and institutional investors
- Prior to joining VanEck, commercially developed “liquid alternative beta” strategies, True Alpha® Trackers, at Lyster Watson
- Previously held alternative investment business development roles at Meridian Capital Partners, Inc. and The Archstone Partnerships, two fund-of-hedge fund managers
- Earlier career experience includes a senior consultant for Yanni-Bilkey Investment Consulting; a manager of the New York Euro CD trading desk for Credit Suisse First Boston; and money market trader for Pittsburgh National Bank
- CFA charterholder; member of the CFA Society New York
- MBA (Beta Gamma Sigma), Accounting, Carnegie Mellon University; BS, Business Administration, Indiana University of Pennsylvania
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Phil Kirouac
CIMA®, Director, Institutional Business Development, Insurance
- Joined VanEck in 2018
- Director of Institutional Business Development for VanEck’s actively managed strategies and ETFs
- Responsible for institutional business development and client relations with U.S. insurance companies across general account and annuity investment platforms
- Prior to joining VanEck, Vice President at BlackRock focused on business development with U.S. insurance companies
- Previous experience in business development and client relationship management with Credit Suisse, Canaccord Wealth Management, and Dundee Wealth Management
- Holds Certified Investment Management Analyst (CIMA®) designation
- BA, Liberal Arts, Columbia University
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Patrick Lulley
Director, Institutional Business Development, Consultants
- Joined VanEck in 2011
- Director of Institutional Business Development for VanEck’s actively managed strategies and VanEck Vectors exchange-traded funds
- Responsible for both developing and managing VanEck’s relationships with investment consultants and institutional investors
- From 2011 to 2013, was responsible for the firm's DCIO distribution efforts with platform consultants and advisors
- Earlier career experience includes leadership positions at Morgan Stanley and TIAA-CREF
- Frequent speaker at pension industry events and board member of the New York chapter of the American Society of Pension Professionals and Actuaries (ASPPA) and the Insured Retirement Institute (IRI)
- CFA Charterholder and member of the CFA Society New York and the CFA Institute
- MBA, Finance, Fordham University; BS, Engineering and Mathematics, University of Scranton
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Insurance
Brendan Gundersen
Managing Director, Head of U.S. Institutional Sales
- Joined VanEck in 2017
- Managing Director and Head of Institutional Distribution for VanEck’s investment strategies and array of investment vehicles including mutual funds, separate accounts, and VanEck Vectors® ETFs across Institutional markets
- Oversees VanEck’s efforts with Public and Private pension plans, Foundations, Endowments, Investment Consultants, Private Banks, Trust Banks, Family Offices, and Asset Managers
- Prior to joining VanEck, Managing Director and Head of the Institutional Intermediary effort at New York Life Investment Management and served on their leadership team
- Previously, Managing Director at BlackRock, built a market leading business and strong partnerships across a variety of institutional and fiduciary clients and led efforts across many product solutions including iShares ETFs, alternatives, SMAs, and active mutual funds
- MBA, Finance, State University of New York at Albany; BS, Marketing, State University of New York at Plattsburgh
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Phil Kirouac
CIMA®, Director, Institutional Business Development, Insurance
- Joined VanEck in 2018
- Director of Institutional Business Development for VanEck’s actively managed strategies and ETFs
- Responsible for institutional business development and client relations with U.S. insurance companies across general account and annuity investment platforms
- Prior to joining VanEck, Vice President at BlackRock focused on business development with U.S. insurance companies
- Previous experience in business development and client relationship management with Credit Suisse, Canaccord Wealth Management, and Dundee Wealth Management
- Holds Certified Investment Management Analyst (CIMA®) designation
- BA, Liberal Arts, Columbia University
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ETF Specialists
Adam Phillips
Chief Operating Officer, VanEck Vectors ETFs
- Joined VanEck in 2006
- Chief Operating Officer for VanEck Vectors ETFs
- Previously Director of Strategic Business and Capital Markets Relationships for all VanEck Vectors ETFs
- Earlier career experience includes Founder and Managing Member of LB Trading, LLC, a proprietary ETF trading firm on the American Stock Exchange; and Junior General Partner and Management Committee Member at Orbit II Partners, L.P., a proprietary trading firm specializing in equity options, index options and ETF market making
- Member of American Stock Exchange; Amex Floor Official
- BA, Economics and American Civilization, Lafayette College
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Patrick Finn
CFA, Managing Director, ETF Business Development
- Joined VanEck in 2010
- Director of Business Development for VanEck Vectors ETFs
- Oversees the ETF Client Services team; responsible for managing and cultivating institutional relationships
- Prior to joining VanEck, an associate with Northern Trust
- Earlier career experience includes analyst positions with Goldman Sachs and Morgan Stanley
- CFA charterholder; member of the CFA Society Chicago
- BS, Finance; BS, Marketing, DePaul University
Internal Regional Sales Desk:
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Michael Gandy
CFA, Regional Vice President, ETF Broker-Dealer Channel - West
- Joined VanEck in 2017
- ETF Specialist responsible for the West Coast territory covering the financial advisors channel for the VanEck Vectors exchange-traded funds
- Prior to joining VanEck, Executive Director at MSCI in the wealth advisory team covering Western U.S. and providing support on the indexes that underpin ETFs in the marketplace
- Earlier career experience includes positions at BNY Mellon Beta & Transition Management, client management team, San Francisco and London; Goldman Sachs Asset Management; Capital Research and Management Company
- CFA charterholder; member of the CFA Society San Francisco
- MBA, Investment Management, Marshall School of Business, University of Southern California; BS, Accountancy, BS, Business Administration, University of Southern California
Territory: ETF Broker Dealer West
ETF Advisor Representative
Jim Cooper
813.964.3654
jcooper@vaneck.com
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Philip McKeon
Regional Vice President, ETF Broker-Dealer Channel - East
- Joined VanEck in 2019
- ETF Specialist responsible for East Coast territory covering the Financial Advisors channel for the VanEck Vectors® exchange-traded funds
- Prior to joining VanEck, ETF Specialist at OppenheimerFunds covering the Broker/Dealer channel in the Mid-Atlantic region
- Earlier career experiences include positons at RevenueShares ETFs, Pacer Financial and The Hartford
- BA Economics, University of Delaware, Alfred Lerner College of Business & Economics
Territory: East
ETF Advisor Consultant
Jim Cooper
813.964.3654
jcooper@vaneck.com
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Patrick Schramm
Regional Vice President, ETF RIA Channel - East
- Joined VanEck in 2014
- ETF Specialist responsible for the East territory covering the Registered Investment Advisor channel for the VanEck Vectors exchange-traded funds
- Earlier career experience includes several positions in Deutsche Bank's Asset & Wealth Management Division, AAPL Futures, and Global FX LLC
- BA in Business, Niagara University, 2001
Territory: ETF RIA East
ETF Advisor Representative
Ian Amberson
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Kol Estreicher
Regional Vice President, ETF RIA Channel - West
- Joined VanEck in 2014
- ETF Specialist responsible for the West territory covering the Registered Investment Advisor channel for the VanEck Vectors exchange-traded funds
- Earlier career experience as Director of ETF Execution Services with Wolverine Execution Services and as a Vice President with UBS
- Certified Investment Management Analyst (CIMA®) Member
- BS, Finance, Trinity University
Territory: ETF RIA West
ETF Advisor Representative
Ian Amberson
813.964.3653
iamberson@vaneck.com
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