Category Archive: Sales

1. Mark Wambolt

   November 15, 2019 4:57 pm Leave a Comment

   Mark Wambolt serves as Director of Sales for Eventide. Mark is responsible for developing strategy and leading execution of investment product sales.

   Prior to joining Eventide, Mark was Director of Investor Services for Veriti Management, a fintech startup. Before that, Mark was with Natixis Investment Managers for more than 10 years, most recently as VP, Managing Regional Director of Sales.

   Mark holds an MBA from Liberty University and a B.A. in Business Administration from Gordon College.

2. Jeff Cave, CIMA®

   November 14, 2019 4:58 pm Leave a Comment

   Jeff Cave serves as Director of Institutional Markets for Eventide. He is responsible for institutional sales and client service.

   Prior to joining Eventide in 2015, Mr. Cave was with Merrill Lynch for almost 23 years, most recently as Director, Ultra High Net Worth Wealth Management Specialist for the Private Banking and Investment Group at Merrill Lynch, based in New York City. Mr. Cave holds the Certified Investment Management Analyst certification, administered by Investment Management Consultants Association and taught in conjunction with the Wharton School at the University of Pennsylvania. He is a Certified Kingdom Advisor and member of the Board of Kingdom Advisors and the Board of Managers for the Ron Blue Institute for Financial Planning.

   He holds an MBA from the University of Minnesota and a BBA in Management and Marketing from Loyola University.

3. Lans Slack

   November 13, 2019 4:59 pm Leave a Comment

   Lans Slack serves as a Senior Regional Director for Eventide. He is responsible for external sales and distribution in the Mid-Atlantic region.

   Prior to joining Eventide in 2016, Lans served in external sales and distribution with Ivy Funds for 12 years. Prior to that, he served in portfolio construction with Eagle Asset Management and then external sales and distribution with Heritage Asset Management, both divisions of Raymond James Financial.

   He holds a B.S. in Finance from the University of Tennessee.

4. Greg Gunter

   9:21 am Leave a Comment

   Greg Gunter serves as a Regional Director for Eventide, with a responsibility for external sales in the Southeast Region.

   Prior to joining Eventide, Greg served for 24 years in the granite industry, the last 8 as President of the Granite Division of Matthews International.

   He holds a B.B.A. in Finance and a J.D. from the University of Georgia.

5. Jacob Seif, CFP®, CIMA®

   3:02 am Leave a Comment

   Jacob Seif serves as a Regional Director for Eventide, with responsibility for sales and distribution in the Southern region.

   Prior to joining Eventide in 2020, Jacob served in external sales and distribution with GuideStone Capital Management. Before that, he worked in various client facing roles with Fidelity Investments. Jacob is a Certified Financial Planner®; and holds the Certified Investment Management Analyst certification, administered by the Investment & Wealth Institute.

   Jacob holds an M.B.A in Finance and a B.A. in Communication from Dallas Baptist University.

6. Kyle Mabe

   November 12, 2019 5:00 pm Leave a Comment

   Kyle Mabe serves as a Regional Director for Eventide. He is responsible for sales and distribution in the West Coast Region.

   Prior to joining Eventide in 2019, Kyle served in sales for MSCI in the Private Real Estate division. Before that, he served as a client portfolio analyst with Mercer Investment Management.

   He holds a dual B.B.A. in Finance and Accounting from Boise State University.

7. Deirdre Gibson, CIMA®

   November 11, 2019 5:02 pm Leave a Comment

   Deirdre Gibson serves as a Partnership Success Specialist for Eventide. In this role, she seeks to help advisors successfully implement values-based investing and use it to grow and differentiate their practices. In a prior role for Eventide, she served as a Regional Director for Eventide, with responsibility for sales and distribution in the Western region

   Prior to joining Eventide in 2018, Deirdre worked at the Heron Foundation, which was among the first private foundations to commit to putting their entire endowment into impact-screened investments. Deirdre’s background also includes working against human trafficking with the Not For Sale Campaign, and supporting public companies’ PR efforts through mergers, acquisitions, and management transitions at Joele Frank, Wilkinson Brimmer Katcher.

   Deirdre holds a M.A. in the Social Sciences from the University of Chicago, and a B.A. in Political Science from Duke University.

8. Joseph Reedy

   November 10, 2019 5:03 pm Leave a Comment

   Joseph Reedy serves as a Regional Director for Eventide. He is responsible for sales and distribution in the Great Lakes region.

   Prior to joining Eventide in 2018, Mr. Reedy worked in sales for Robert Half International.

   He holds a B.A. in Business Administration from Gordon College.

9. Abel Ballew

   November 9, 2019 5:05 pm Leave a Comment

   Abel Ballew serves as a Regional Director for Eventide, with responsibility for sales and distribution in the Heartland region.

   Prior to joining Eventide in 2019, Abel worked as a sales manager for BidClips, a startup SaaS and virtual sales company.

   He holds a B.S. in Accounting from Western Governors University.

10. Carly Shotmeyer

    5:04 pm Leave a Comment

    Carly Shotmeyer serves as a Regional Director for Eventide, with responsibility for sales and distribution in the New England region.

    Prior to joining Eventide, Carly worked as a Financial Analyst at Goldman Sachs in the Consumer and Investment Management Division. During her undergraduate studies, Carly interned for JPMorgan and Ameriprise Financial.

    Carly graduated with honors as a Business Fellow from Elon’s Love School of Business. She holds a B.S.B.A. in Finance and Marketing with a Professional Sales concentration.