Boston-based wealth manager North American Management has hired Mark Reed and O. Sage Wightman to open an office in St. Louis and expand the firm’s investment management and family office services to the Midwest market.
Reed has more than 25 years of investment management experience and previously ran equity portfolios for institutions and individuals as managing director for Bush O’Donnell Investment Advisors.
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Wightman boasts of vast experience in asset management and financial services, and will take over the task of business development at North American Management.
"Mark and Sage’s significant money management experience, established relationships and involvement in the St. Louis community are valuable assets to our firm and client base. We are excited to support Mark and Sage as they offer the independent, customizable approach to advisory services we feel will benefit individuals and families in St. Louis and beyond," opined Robert G. Scott, CEO of North American Management.
"North American is the right size for St. Louis and the Midwest region: large enough to bring best-in class advice across a multi-dimensional spectrum of asset classes, but small enough to provide portfolio customization and personalized client service," said Mark Reed.
Presently, with $1.4 billion worth of assets in its control, possessing clients in 30 states and a workforce of 30 people, the company operates an open-architecture model, managing assets not only internally but also utilising complimentary external managers.
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By GlobalDataBringing substantial amount of expertise in alternative investments, which include private equity and hedge funds, North American also gives advice regarding investments in traditional asset classes such as fixed-income and domestic equities, and other developed and emerging markets. Risk management, institutional portfolio analytics, and fiduciary services together with aggregated multi-custodial reporting support its investment advice.
