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SMArtX Advisory Solutions Selects Dan Phillips as Chief Investment Officer [Yahoo! Finance]
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US:NASDAQ Investor Relations: northerntrust.com/about-us/investor-relations
WEST PALM BEACH, Fla., June 21, 2024 BUSINESS WIRE )--SMArtX Advisory Solutions, an innovator in managed accounts technology, announced today the appointment of Daniel ("Dan") Phillips as Chief Investment Officer (CIO). The newly added CIO role signifies SMArtX's commitment to delivering customized turnkey investment solutions and services to its clients. Phillips, a seasoned investment professional with nearly two decades of experience, will spearhead the ongoing evolution and expansion of SMArtX Investment Solutions. Pascal Roduit, SMArtX Chief Investment Strategist, will report to Phillips and continue to manage existing SMArtX Investment Solutions relationships, overseeing the quarterly-produced SMArtX Manager Select List. Together, Phillips and Roduit will build upon these existing services, delivering new capabilities such as turnkey investment solutions and overlay management services, including multi-asset portfolio management. SMArtX Investment Solutions will offer a conci
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