Easterly Asset Management Appoints Kevin Heckman as Senior Vice President of Sales, Mid-Atlantic
Easterly Asset Management Appoints Kevin Heckman as Senior Vice President of Sales, Mid-Atlantic
BEVERLY, Mass.--(BUSINESS WIRE)--Easterly Asset Management (“Easterly”), home to investment teams providing investors with a portfolio of solutions across alternatives, active equity, and active fixed income, today announced the appointment of Kevin Heckman, CFA®, as Senior Vice President of Sales, Mid-Atlantic.
In this role, Heckman will deepen and build relationships with RIAs, financial advisors, family offices, and high-net-worth investors, bringing Easterly’s mutual fund and separately managed account (SMA) solutions to clients across Delaware, Maryland, New Jersey, New York, and Pennsylvania.
“We are excited to welcome Kevin and continue building our distribution capabilities as demand for high-quality, differentiated investment solutions grows,” said Darrell Crate, Founder and Managing Principal at Easterly Asset Management. “Strengthening our presence in key regions like the Mid-Atlantic is an important part of that strategy, and we remain committed to investing in talent and resources to deliver on our goal of making client portfolios better.”
Heckman will report to Phil Juliano, Jr., Head of Sales at Easterly. He brings more than 15 years of investment industry experience in distribution, relationship management, and business development, with a deep network across private wealth and institutional investors in the Mid-Atlantic. Heckman also has extensive experience developing advisor relationships and helping clients implement investment strategies across asset classes.
“This is an important moment for advisors as they navigate persistent uncertainty, evolving rate dynamics, and growing demand for diversification,” said Phil Juliano, Jr., Head of Sales at Easterly Asset Management. “As they seek high-conviction solutions, Kevin’s experience and relationship-driven approach make him a strong addition to our team. We are confident he will help drive growth and deepen our client relationships across the Mid-Atlantic region and beyond.”
Heckman joins Easterly from Rockefeller Asset Management, where he served as a Vice President leading external distribution and relationship management for institutional and wealth advisory clients. Previously, he spent more than a decade in business development and relationship management roles at Glenmede Investment Management. He is a CFA® charterholder, a volunteer with the CFA Society of Philadelphia, and holds the FINRA Series 7, 63, and 65 licenses.
About Easterly
Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity and active fixed income. Founded in 2019, Easterly’s goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors. Easterly enables high-performing managers to operate at scale by delivering best-in-class resources, risk management, operational support, infrastructure and an institutional and wealth distribution team. For more information, visit easterlyam.com.
Securities offered through Easterly Securities LLC, member FINRA/SIPC.
Contacts
Media Contacts
Lindsey Madnick
Lmadnick@easterlyam.com
Avenue Z
easterly@avenuez.com
