“I think that the strongest firms that we know and the firms that are excellent at what they do, they keep a great structure out there of firms that are like-minded. So, it’s sharing best practices, not being afraid to do that, and seeing how everybody can grow together. That’s something that we do on the asset management side quite often.”
– Bill Loening, Thornburg Investment Management
In this episode we are joined by Bill Loehning of Thornburg Investment Management who shares his experiences working with both wirehouses and independent advisors and things he has learned that may be helpful to registered investment advisors.
William (Bill) Loehning is head of institutional advisor channel, focusing on registered investment advisors, family offices, and bank trust for Thornburg Investment Management. He has extensive experience working with all parts of the advisor community.
Prior to joining Thornburg, Bill was a senior advisor consultant with Putnam Investments, focused on the Northeast. Before that, Bill served as a regional marketing director for The Hartford, covering the wirehouses in New England and as a regional representative for John Hancock for the independent channel in the Chicago area.