Marshall Jones

Regional Director - Americas Institutional @Russell Investments

Orange County, CA, US
EMAILS
m•••••@russellinvestments.com
MOBILE NUMBERS
+19•••••••66

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WORK HISTORY

Jun 2010 — Present

Regional Director - Americas Institutional @Russell Investments

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Design and deliver fiduciary investment management solutions for DB, DC, E&F, Health Care Systems and other institutional assets for all types of organizations Responsible for helping new clients implement investment management solutions while successfully bringing in over $9 billion in new assets over the past 7 years in the mid-market Consistently in top 20% in new AUM acquisition including many years leading the firm as #1Successful at building close relationships with CFOs, Treasurers, Treasury managers, Financial Analysts, Investment Committees, Boards and other associates that oversee the financial health of their organization and asset pools

EDUCATION

N/A

Brigham Young University

Bachelors of Science

SKILLS

Asset AllocationPensionsInvestmentsSeries 7Investment AdvisorySeparately Managed AccountsWealth ManagementAsset ManagementMutual FundsDefined BenefitEtfsFinancial AdvisoryRetirementRetirement PlanningInvestment StrategiesSeries 63401kAlternative Investments

ABOUT MARSHALL JONES

I\'m passionate about helping clients meet their return objectives while minimizing their internal responsibilities and workload. I partner with institutional investors including DB and DC retirement advisory committees, endowments and foundations, health care organizations and boards to identify and implement the optimal outsourced investment management fiduciary solutions to help them more effectively manage their portfolio risks, enhance returns and minimize their overall expenses.

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