Deals and People

Forward Management Creates Distribution, Sales Roles

September 7, 2012 (PLANSPONSOR.com) – Clay Smudsky has been appointed managing director, head of distribution, a new position at Forward Management.

By Rebecca Moore editors@plansponsor.com | September 07, 2012

The firm has brought John Harty on board as vice president of Institutional Sales. It has also expanded its intermediary sales team, adding James Pagliaroli as VP, regional sales director, Aaron Kravitz as key accounts manager and James Lumley as sales associate.  

Smudsky will be in charge of all of Forward’s business development and client service activities. He previously held the position of president, Institutional at Forward. In another newly created position, Harty will focus on continuing to build Forward’s institutional business by establishing and maintaining client relationships with pensions, endowments, foundations and family offices in the western region.  

With more than 17 years experience in the asset management industry, Harty most recently was director of national accounts for Pyxis Funds. He earned a B.S. in Business and Finance from Mount St. Mary’s University.  

In the newly created position of key accounts manager, Kravitz will focus on developing and maintaining relationships with partner firm contacts such as home office relationship managers, product and platform specialists, manager research analysts and sales and marketing professionals.  

Pagliaroli will work directly with clients and prospects in the Southeast region, and Lumley will also focus on serving financial advisers in this region.  

Pagliaroli was previously senior director of Guggenheim Investments. He is a graduate of Iona College, and holds the CAIA, CIMA, CPWA and CMFC designations. Kravitz was most recently employed by AllianceBernstein Investments, where he was assistant vice president of Global Business Development. He received a B.S. in Business Administration from Georgetown University. Lumley joined Forward from Transamerica Capital, where he was an internal wholesaler.

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