CLOs on the Move

Waddell and Reed

www.waddell.com

 
Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Our personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, focusing on these key principles: Listening. To us, success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations. Planning. By building personalized plans supported with highly competitive investment products and dedicated ...
  • Number of Employees: 1K-5K
  • Annual Revenue: > $1 Billion
  • www.waddell.com
  • 6300 Lamar Avenue
    Overland Park, KS USA 66202
  • Phone: 913.236.2000

Executives

Name Title Contact Details
Shawn Scholz
 Vice President of Wealth Management Compliance Profile
Shawn Scholz
 Vice President Wealth Management Compliance Profile
Jeff Rowe
 AVP Retirement Services Compliance Profile
Jeff Clevenger
 Chief Compliance Officer and AML Compliance Officer Profile
Mark Buyle
 Senior Vice President, General Counsel and Chief Legal Officer Profile

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