Institutional Sales Team

Since 1955, millions of investors in the United States and around the globe have relied on Federated Investors, Inc.
for world-class investment management.


James M. Heaton
Senior Vice President, National Sales Manager

Responsible for leading a sales effort focused on the direct institutional market, which includes public and corporate pension plan sponsors, foundations and endowments, Taft Hartley plans, pension plan consultants, and sub-advisory opportunities. Previous associations: Senior Vice President, Senior Portfolio Strategist, MDT Advisers, a Federated Advisory Company. Senior Vice President, Federated Investors Institutional Retirement Sales Division; Vice President, Regional Sales Manager, Federated Trust Marketing Division. B.S.B.A., Bucknell University; M.B.A., University of Chicago.  Professional affiliation: CFA Society of Pittsburgh. Joined Federated 1978.

 


Plan Sponsors Sales

 


Daniel G. Berry
Vice President

Responsible for marketing separate account and mutual fund products to the public, foundation and endowment, Taft-Hartley plans, and hospitals in the Northeast.  Previous association: Assistant Vice President, Mellon Retirement Services. B.A., University of Pittsburgh.  Joined Federated 2000.

 


Christie Bull
Vice President

Responsible for marketing of separate account and mutual fund products to insurance companies across the country. Previous associations:  Director, Head of Sales, Miles Capital; Senior Sales Executive, Conning Asset Management; Senior Asset Allocation Portfolio Manager & Senior Portfolio Strategist, ING Investment Management Americas.  B.S., The Wharton School, University of Pennsylvania; M.B.A., The University of Connecticut.  Joined Federated 2014.

 


Robert M. Hurbanek
Vice President

Responsible for marketing separate account and mutual fund products to the public and corporate pension plan sponsors, foundations and endowments, Taft-Hartley plans, and hospitals in the Midwest. Previous association: Consultant Relations Manager, Mellon Equity Associates, LLP; Consultant Relations Manager, Fifth Third Asset Management; Senior Marketing Representative, Investment Specialist, Mellon Employee Benefit Solutions, Mellon Financial. B.S.B.A. and M.B.A., Robert Morris University. Joined Federated 2006.

 


Crystal C. Kwok, CFA
Vice President

Responsible for marketing separate account and mutual fund products to public and private pension plans, foundations and endowments, Taft-Hartley plans, hospitals, and other institutional investors. Previous association: Vice President, Business Development Officer, Wentworth Hauser & Violich; Managing Director, Institutional Distribution, Virtus Investment Partners; Principal, Sales Strategist, Barclays Global Investors; Vice President, Director of Relationship Management, Fuller & Thaler Asset Management. BS and MBA, University of California Berkeley. Joined Federated 2014.


Scott Charlton
Senior Vice President

Responsible for marketing Federated's investment management capabilities to entities that hire subadvisors and servicing of Federated’s subadvised clients. B.S., Arizona State University; MBA, University of Dallas. Joined Federated 1995.

 

 


Consultant Relations/Due Diligence Research Teams 

 


Jack Ebenreiter, CFA
Vice President, Consultant Relations Manager

Responsible for marketing of Federated's investment management capabilities to the pension consulting community, and to other institutional due diligence teams that interface with Federated. Previous associations: Turner Investment Partners, Delaware Investments. B.S. Rowan University. Joined Federated in 2009. Investment Experience 15 years.

 


Eric Smyth, CFA
Vice President, Consultant Relations Manager

Responsible for marketing of Federated's investment management capabilities to the pension consulting community, and to other institutional due diligence teams that interface with Federated.  Previous associations: Kestrel Investment Management, Wasatch Advisors, Watson Wyatt Investment Consulting.  Joined Federated in 2011.  Investment Experience 10 years.

 


Paul Zuber, CIMA
Senior Vice President, Consultant Relations Manager

Responsible for marketing of Federated's investment management capabilities to the pension consulting community, and to other institutional due diligence teams that interface with Federated. Previous associations: Vice President, Regional Sales Manager, Federated Managed Account Division. B.A. in Economics, University of Notre Dame, M.B.A., Rutgers University. Joined Federated in 1999.

 


John R. Stanley, CFA
Vice President, Consultant Relations Manager

Responsible for marketing of Federated's investment management capabilities to the pension consulting community, and to other institutional due diligence teams that interface with Federated.Previous association: Institutional Fund Accountant, Mellon Capital Management. B.S.B.A. Magna Cum Laude, Robert Morris University. Joined Federated 2004.

 

 


Client Service 


Richard A. Recker
Vice President, Client Service Manager

Responsible for meeting and exceeding the account relationship needs of Federated's institutional clients. Rich serves as the liaison between clients and Federated's sales management, investment management, legal and back office services. BSBA and MBA Robert Morris University. Joined Federated 1993.

 

 


 
 
 
 
 
 
 
 
 
 
 
INSTITUTIONAL Sales Material. Not for Distribution to the Public.
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