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Vision 4 Fund Distributors is a third-party distributor of both Closed-End and Open-End Funds. We partner with asset managers to bring the best in asset management to financial advisors around the country. Our turnkey solution provides asset managers a scalable model with a proven sales process and an experienced wholesale team.


The Vision 4 Fund Distributors Management Team

Jerry Vainisi
Chief Executive Officer
Prior to Vision 4 Fund Distributors, Jerry was a Co-Founder and Head of Distribution at TS Capital, LLC. Before founding TSC, Jerry was the Managing Director & National Sales Manager of Eaton Vance for 13 years where he served as the senior member of one of the industry’s most successful and respected sales teams. Prior to his 13 years at Eaton Vance, Jerry worked for John Nuveen & Co. as a wholesaler in Manhattan.

Neil Sullivan
Managing Director – Product Origination
Prior to Vision 4 Fund Distributors, Neil was responsible for National Accounts at TS Capital, LLC. Neil spent 19 years in senior leadership positions at the Eaton Vance Organization. This included CAO of Institutional/International Accounts, Managing Director of National Accounts and Sales Director for the fee-based advisory channel. Neil was a key member of the distribution company leadership team responsible for the syndication of 38 equity and fixed-income closed-end funds from 1998 to 2007 raising in excess of $24 Billion.

Dave Gard
Managing Director – National Sales
Dave has over 35 years of financial industry experience. His retail career began at Investors Diversified Services and EF Hutton before moving into wholesale sales in limited partnerships and management of mutual funds. During his time at New England Funds and SunAmerica Mutual Funds, Dave brought both companies’ most successful mutual funds to market. Dave brings vast experience in management, operations, marketing and origination to the team.

Paul Kujalowicz
Managing Director – Operations
Paul has over 20 years of industry experience and was a top producer in sales and Vice President at SunAmerica Mutual Funds. Paul brings his extensive mutual fund experience as well as his prior business operating knowledge to the team.

Henry Johnson
Managing Director – Product Origination
Prior to Vision 4, Henry was COO at TS Capital, LLC. and was responsible for overseeing corporate operations as well as serving as a leader on the product origination team. His product structuring knowledge is a valuable asset to the process of bringing new funds to market in the ’40 Act space. Henry has experience providing turnkey solutions for closed-end and open-end mutual funds and unit investment trusts.



 

About Us

About Vision 4 Fund Distributors

Vision 4 Fund Distributors provides institutional asset managers access to the intermediary wealth management channels. Correctly navigating these channels can determine the success of a strategy in the marketplace.  Our wholesale team has decades of experience distributing ’40 Act Mutual Funds, Closed-End Funds and ETF’s.  Our team has raised over $5.4 billion in Open-End Fund assets since 20101. In addition, our wholesalers have thousands of trusted relationships with financial advisors that allow us to effectively market an asset manager’s strategy to the masses.  We act as an extension of the mutual fund’s team in the marketplace, creating awareness and telling their story.

In addition to providing distribution, Vision 4 offers consulting services for Open-End and Closed-End Funds.  We have extensive experience and knowledge of the Closed-End Fund market from beginning stages to listing, and coordinating roadshows with major firms throughout the country. We have relationships with the Closed-End Fund advisors at the Wirehouses and Regional Firms, which has helped us to raise over $11 billion in Closed-End Fund assets since 20111.

Click here to learn more about our Closed-End Fund Capabilities.

1January 1st, 2017 the entire team from TSC Distributors underwent a broker-dealer change and now operates under Vision 4 Fund Distributors. Assets raised under TSC Distributors are included in the Vision 4 AUM totals.

Team

Vision 4 Team

Gary Bochow
VP of Sales
(310) 738-1900
Mike Brescia
VP of Sales
(914) 980-1910
Gil Bromley
VP of Sales
(248) 766-2755
Scott Casselberry
Senior VP of Sales
(651) 323-7233
Taylor Davis
Chief Compliance Officer
(480) 285-8221
Griff Dow
VP of Sales
(415) 999-0548
Brian Flanagan
VP of Sales
(614) 226-0889
George Fraser
VP of Sales
(617) 966-1122
Dave Gard
Managing Director
National Sales
(480) 215-1924
Katherine Gill
VP of Sales
(832) 726-4525
Jason Jackson
VP of Sales
(404) 353-6106
Henry Johnson
Managing Director
Product Origination
(888) 301-3838 Ext 301
Dick Kline
VP of Sales
(301) 674-1033
Paul Kujalowicz
Managing Director
Operations
(480) 540-5406
Stuart Littler
VP of Sales
(860) 662-0005
Sean Maguire
VP of Sales
(215) 983-2718
Joe McMenamin
Senior VP of Sales
(908) 235-2925
Paul Picarski
Director of Client Relations
(888) 301-3838 Ext 100
Bill Portwood
FINOPS
(404) 317-4781
Doug Romano
Relationship Specialist
(203) 564-0436
Matt Rosborough
VP of Sales
(847) 875-1900
John Sermania
Senior VP of Sales
(732) 423-3577
Joshua Shapiro
VP of Sales
(818) 519-2069
Aaron Spatz
VP of Sales
(303) 641-9511
Neil Sullivan
Managing Director
Product Origination
(617) 320-5922
Jerry Vainisi
CEO
(617) 513-7682
Heather Zumarraga
VP of Sales
(646) 592-0298

Coverage Map

Coverage Map

Click the button above to download the latest version of the Vision 4 Fund Distributors Sales Coverage Map.
Please feel free to contact us if you have any questions. Thank you.


Contact

Contact

Vision 4 Fund Distributors, LLC.
9260 E. Raintree Drive
Suite 100
Scottsdale, AZ 85260
(888) 301-3838
info@v4fd.com