Sun Life Financial Distributors, Inc., Wellesley, Mass., has named Thomas G. Seitz as Vice President, Relationship Management.
Seitz joins SLFD with significant investment management experience spanning over 25 years. Most recently, he was Senior Vice President at Mount Yale Capital Group in Minnesota, where he managed marketing and sales of the firm’s high-net-worth private portfolio platform and its alternative investments to advisors and RIAs. Prior to that, he was responsible for the product and service capabilities of 900 financial advisors and $53 billion in AUM at Piper Jaffray. A former Sun Life Financial employee, Seitz served as President and CEO of a joint venture between Sun Life Financial and MFS from 2002 to 2004. He holds a BS from Regis University and his Series 7, 24, 26, 31, and 63.