Our U.S. Institutional Business Development team works with institutional clients and consultants.
Tracey Grant - Head of Institutional Business Development
Tel: +1 215-405-2001
Tracey Grant is Head of Aberdeen's North American Institutional Business Development team.
Prior to joining Aberdeen Asset Management in March 2008, Tracey worked as a senior investment analyst with The Vanguard Group where she was responsible for the analysis of the firm’s international equity funds and the oversight of the funds’ external advisors. From 1988 to 1997, Tracey was a global fixed income investment manager for WorldInvest Ltd in London, England. She also worked as an international economist for The Bank of Nova Scotia in Toronto, Canada from 1981 to 1987.
Tracey earned her BA at the University of Western Ontario, her MSc at the London School of Economics and her MBA at INSEAD. Tracey is a CFA® Charterholder. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute
Jack Kirkpatrick - Deputy Head of Institutional Business Development
Tel: +1 215-405-5788
Jack Kirkpatrick is the Deputy Head of Institutional Business Development responsible for developing and servicing Aberdeen’s Public Fund and Taft-Hartley relationships.
Prior to joining Aberdeen Asset Management in March 2006, he was a vice president in marketing & client services with DuPont Capital Management responsible for direct marketing and sales to institutional plans and investment consultants. Jack also worked in marketing services at Morgan Stanley Dean Witter Investment Management, and was an account executive at Sharp Corporation.
Jack holds a BA from Trinity College and an MBA from the Wharton School of the University of Pennsylvania.
Joseph Pursley, CIMA® - Senior Business Development Manager
Tel: +1 215-405-2420
Joseph Pursley is a Senior Business Development Manager responsible for developing and servicing Aberdeen’s Corporate client relationships.
Prior to joining Aberdeen in October 2007, he held distribution roles at both Nationwide Funds and BlackRock. Previously, Joe worked for Cambridge Associates as an International Investment Performance Associate.
Joe holds a BA in Economics from Ursinus College and is a Certified Investment Management AnalystSM professional.
Joseph Carr - Senior Business Development Manager
Tel: +1 215-405-5772
Joe Carr is a Senior Business Development Manager responsible for developing and servicing US Endowment and Foundation relationships.
Prior to joining Aberdeen Asset Management in July 2011, Joe’s experience includes over 19 years in the financial services industry, working with institutional clients at Vanguard.
Joe graduated with a BA from Penn State University and was awarded the Claritas Investment Certificate by CFA Institute.
Wendy Ardrey - Business Development Manager
Tel: +1 203-407-0476
Wendy is a Business Development Manager - Family Office/HNW for Aberdeen Asset Management where she focuses on developing new relationships and the management of existing investor relations. She has specialized experience developing prudent investment strategies for family offices, endowments and foundations and private investors.
Wendy has more than 20 years of investment experience, including 11 years in private capital. Wendy joined FLAG Capital Management in 2008, which was subsequently acquired by Aberdeen in September 2015. Prior to joining FLAG in 2008, Wendy was a consultant at DKR Capital Inc., a multi-strategy hedge fund, focusing on new business and client service. Prior to DKR, Wendy held positions at Renaissance Capital, an IPO research firm, First Boston, focusing on fixed income capital markets, and PaineWebber, where she specialized in corporate finance.
Wendy holds a JD/MBA from University of Santa Clara and a BA from Stanford University.
Daniel Porter - Institutional Business Development Sales Associate
Tel: +1 215-405-2462
Dan Porter is an Institutional Business Development Sales Associate responsible for developing and servicing Aberdeen’s Institutional client relationships.
Prior to joining Aberdeen Asset Management in May 2011, he served in a client advisory role at The Vanguard Group.
Dan graduated from York College of Pennsylvania with a Bachelor of Science degree as well as completing his MBA from Saint Joseph’s University.
Sue Mullin – Head of Consultant Relations
Tel: +1 215-405-5759
Sue Mullin is Head of Consultant Relations based in Philadelphia. After graduating from the City University, London, Sue worked in marketing and advertising for two years. She completed project work for Merrill Lynch and then joined the international investment division of London merchant bankers, N M Rothschild & Sons Ltd, where she was responsible for European marketing.
In 1986 she moved to Chicago to join Kemper-Murray Johnstone International where she was responsible for institutional marketing and client servicing. In 1989 she was made a vice president and director of Murray Johnstone International and in 1994 was made a director of the Murray Johnstone Group with overall responsibility for the North American division. Murray Johnstone became part of the Aberdeen Group in 2000.
Sue obtained a BSc degree with Honors in Banking and International Finance at City University, London as well as an MBA.
Laura Kirkpatrick, CFA – Senior Consultant Relations Manager
Tel: +1 215-405-2009
Laura Kirkpatrick holds a BA in Economics and German from Dickinson College and an MBA with a concentration in Finance from the Fuqua School of Business, Duke University. She is responsible for developing and maintaining relationships with US investment consultants.
Over the 18 years prior to joining Aberdeen Asset Management (April of 2012), Laura served as Director of Investor Relations at Verdis Investment Management (alternatives fund-of-funds manager); Vice President of Institutional Marketing and Client Service at DuPont Capital Management; and Vice President, Consultant Relations at Delaware Investments.
In these roles, she was responsible for direct sales and service to institutional plans and their investment consultants. Prior to joining Delaware, Laura served as Vice President and Manager of Marketing, Sales and Client Service Support at Brandywine Global Investment Management and Marketing Associate/Fixed Income Specialist at Miller, Anderson & Sherrerd, LLP.
Eric Smyth – Senior Consultant Relations Manager
Tel: +1 435-647-6038
Eric Smyth is a Senior Consultant Relations Manager on the Institutional Business Development team and is responsible for developing and maintaining relationships with investment consultants in the Western United States.
Prior to joining Aberdeen in 2015, Eric was Vice President, Consultant Relations Manager for Federated Investors in Pittsburgh, Pennsylvania. He has held a number of additional positions including: Client Relationship Manager, Kestrel Investment Management; Vice President, Institutional Client Service, Wasatch Advisors; and Investment Consultant, Watson Wyatt Investment Consulting. He was also on the investment staff of Northwestern Memorial Hospital in Chicago, Illinois.
Prior to embarking on a career in financial services, Eric held the rank of Lieutenant in the United States Coast Guard serving in Seattle, Washington; Philadelphia, Pennsylvania; and Astoria, Oregon.
Eric holds an MBA from the Kellogg School of Management at Northwestern University and a BS in Electrical Engineering (Hons) from the United States Coast Guard Academy in New London, Connecticut. He is a CFA® charterholder.
J.D. Hall – Consultant Relations Associate
Tel: +1 215-405-5613
JD Hall is a Consultant Relations Associate responsible for developing and maintaining relationships with US investment consultants. JD joined Aberdeen upon graduation in 2012 and served on the Marketing – Americas team for two years supporting brand development, sponsorship and intermediary distribution in the US, Canada, and Brazil before accepting this role in January 2015.
He graduated with a BA in English (Hons) from Villanova University.
Quinn Tran – Head of Business Development Services - Americas
Tel: +1 215-405-2012
Quinn Tran is Head of Business Development Services – Americas, and oversees the marketing services team responsible for request for proposals, consultant databases and presentations.
Prior to joining Aberdeen Asset Management in April 2007, she served at Delaware Investments as Assistant Vice President of Institutional Sales & Marketing. During her tenure there she managed a staff of Consultant Relations Associates responsible for internal sales support to Consultant Relations staff.
Quinn graduated from Drexel University with a dual BS in Marketing and International Business.
Caitlin Pickhaver - Senior Business Development Analyst
Tel: +1 215-405-5754
Caitlin Pickhaver is a Business Development Analyst and serves as an internal marketing liaison for investment consultants.
Prior to joining Aberdeen, she was a Client Service Representative and Account Administrator at SEI Investments. During her tenure there, she supported the Private Banking & Trust sector and Personal Trust clients.
Caitlin graduated from the University of Pittsburgh with a BS in Business Administration with a Marketing concentration.
Brian Glennon - Business Development Analyst
Tel: +1 215-405-2040
Brian Glennon is a Business Development Analyst and serves as an internal marketing liaison for investment consultants.
Prior to joining Aberdeen Asset Management in January 2016, he was an Ecommerce Operations Analyst at Comcast. Before joining Comcast, Brian held several roles at Bank of America Merrill Lynch, most recently as a Senior Reporting Technical Analyst responsible for forecasting and capacity planning in the internal contact canters.
Brian graduated from the University of Delaware with a BS in Finance and a minor in Economics.
Manjinder (MJ) Kaur - Business Development Analyst
Tel: +1 215-405-2449
Manjinder Kaur is a Business Development Analyst and serves as an internal marketing liaison for investment consultants.
Prior to joining Aberdeen, she was a Portfolio Analyst at The Vanguard Group. During her tenure there, she supported client questions from Retail and Institutional divisions relating to mutual funds.
Manjinder holds a BA in Economics from Rutgers University and an MBA from Villanova University.
Randall Lee - Business Development Analyst
Tel: +1 215-405-2260
Randall Lee is a Business Development Analyst and serves as an internal marketing liaison for investment consultants.
Prior to joining Aberdeen Asset Management in May 2016, he was a Senior Client Service Associate at Mondrian Investment Partners. During his tenure there, he supported Client Service Officers and was responsible for marketing and review materials as well as universe peer information.
Randall graduated from Hamilton College with a BA in Economics and Chinese.
April Fazio – RFP Manager
Tel: +1 215-405-5760
April Fazio is an RFP Manager responsible for requests for proposals.
Prior to joining Aberdeen Asset Management in June 2006, she was a marketing associate in marketing & client services at DuPont Capital Management responsible for completing RFPs, preparing market trend research and competitive analysis reports and maintaining consultant databases.
April graduated from Immaculata University with a dual BA in Business Administration and Human Resource Management and an MBA from the University of Phoenix.
Miranda Grabuski - Senior RFP Manager
Tel: +1 215-405-5620
Miranda graduated from the Pennsylvania State University with a BS in Marketing. She is an RFP Manager on the Business Development Services team responsible for completing proposals and questionnaires for consultants and prospective institutional clients.
Prior to joining Aberdeen in February 2013, she was a Marketing Associate at Morgan Stanley Alternative Investment Partners. During her tenure there, she worked with the Investment, Product Development and Sales teams to develop institutional and private client hedge fund marketing materials.
Michael Duffy - RFP Manager
Tel: +1 215-405-5625
Michael Duffy is an RFP Manager on the Business Development Services team responsible for completing proposals and questionnaires for consultants and prospective institutional clients.
Prior to joining Aberdeen in March 2016, he was an RFP Specialist at The Vanguard Group and most recently an Outreach Analyst at The Investment Fund For Foundations (TIFF). During his tenure, he worked with Business Development teams to complete RFPs, presentation materials, and serve as a point of contact for both existing clients and prospects.
Michael graduated from the West Chester University with a BA in Communications.
David Pettit– RFP Manager
Tel: +1 215-405-2407
Dave Pettit is an RFP Manager on the Business Development Services team responsible for completing request for proposals.
Prior to joining Aberdeen in March 2016, he was a RFP Specialist at Vanguard. During his tenure there, he worked with institutional full-service, advisory, and investment only current and prospective clients.
Dave graduated from the La Salle University with a BS in Marketing.
Sean Kelley – RFP Associate
Tel: +1 215-405-2006
Sean Kelley is an RFP Associate responsible for completing proposals and questionnaires for consultants and prospective institutional clients. Sean joined Aberdeen in 2013 on the graduate rotation scheme having previously interned with the company in 2012.
Sean graduated from Ursinus College with a BA in Business and Economics with a minor in Biology.