Franklin Square has hired Berta Aldrich to serve as the firm's Chief Marketing Office (CMO).
Aldrich joins the firm after spending the last 10 years with Vanguard, where she held executive positions in marketing strategy and planning, loyalty operations and investment education."Berta is a highly respected marketer and educator in our industry and we are delighted she has joined Franklin Square," says Michael C Forman, Chairman and CEO, Franklin Square. "Berta will help us further strengthen our position as a leader in alternative investments and our support for client and investor education programs."
In her most recent position as Head of Marketing Strategy for Vanguard, Ms. Aldrich led the channel marketing efforts for the growth and expansion of its USD1 trillion dollar Financial Advisory Services division. She previously served as Department Head of Vanguard's Acquisition and Loyalty Marketing Operations, Marketing Executive to the Institutional Full-Service Retirement division and Head of Investor Education and Program Development. Before joining Vanguard, Aldrich had a 13-year career at the Principal Financial Group.
"Franklin Square is a leader in providing individual investors access to alternative investments historically reserved for large institutions," says Aldrich. "I am excited to join such an innovative, dynamic firm and a team that places such great emphasis on investor protection, client care and civic engagement."