Ivy Investments Forum
We recently gathered a number of thought-provoking experts who shared their latest views on an array of critical issues impacting today’s investing landscape. Watch the session replays to get our panelists’ insights.
With expertise in sales, operations, product development and marketing, our leadership team is skilled at building relationships and strategies that place us at the forefront of the industry.
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Amy Scupham is president of IDI, the distributor of Ivy Funds mutual funds and the financial products and services offered by its affiliates, including Ivy Investment Management Company, an SEC registered investment advisor. In this role, she leads wholesale and institutional distribution, sales and product development, as well as managing strategic relationships.
Ms. Scupham joined the organization in 2008 and has held roles in institutional sales and consultant relations, most recently serving as chief operating officer of IDI. She had a key role in building alignment with the firm’s investment management division, while creating a centralized sales operations function focused on prescribed sales processes, training, reporting and systems.
Ms. Scupham graduated from the University of Nebraska at Kearney in 1997 with a BSBA in Accounting/Finance.
Ms. Scupham is a CFA charterholder. She is a member of the CFA Institute and the CFA Society of Kansas City.
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As Chief Operating Officer (COO) of IDI, Kirby DeMoss oversees Sales Operations, Business Development and Analytics.
Mr. DeMoss had been Senior Vice President, Sales Operations and Business Development, where he helped to lead the company’s initiatives related to sales systems, business intelligence along with the associated sales processes and strategy. He was also responsible for providing oversight and strategic direction for the firm’s internal sales team.
An 18-year veteran of the investment industry, Mr. DeMoss began his career with Edward Jones in 2001. He joined IDI in 2006 in a sales role and has served in several sales leadership roles during his 13 years with the firm.
Mr. DeMoss graduated with a Bachelor’s degree from Truman State University. He earned an MBA from the Trulaske College of Business at the University of Missouri.
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Joseph Moran is responsible for driving the strategic direction, growth, profitability and performance of Ivy Distributors, Inc. (IDI) broker-dealer distribution channel and for management of IDI’s national channel sales. His extensive experience in sales management, sales development and client relationship management across channels are instrumental in driving the firm’s growth.
Prior to joining IDI in 2018, Mr. Moran was Executive Vice President and Head of Distribution at BNY Mellon Investment Management. He was responsible for overseeing distribution of the Dreyfus retail mutual fund family across North America, including the management of Strategic Accounts and Intermediary Sales, and of key support functions such as business development and client engagement. During his tenure at BNY Mellon Investment Management, he also had served as Head of Intermediary Sales, overseeing a group in the Registered Investment Advisor (RIA), Private Bank, Bank Trust, Multi-Family Office and Intermediary Retail space.
Prior to joining BNY Mellon, Mr. Moran was affiliated with Oppenheimer Funds, where he headed Wealth Management distribution and was responsible for the growth and development of the RIA and the private bank channel. He also spent 14 years at DWS Investments / Deutsche Asset Management, where he held a series of progressive sales management leadership positions and ultimately led their Financial Institutions Group.
Mr. Moran received his BA from the University of Dayton.
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Eric Blattner, CIMA®, CFP®, is Lead Product Manager for Ivy Investments.
As Lead Product Manager, Eric is primarily responsible for assisting in the development and delivery of differentiated product solutions with considerations to customers’ needs, linkage with investment markets, the competitive environment, and Ivy’s investment capability.
A thirteen-year veteran of the financial services industry, Eric began his career with Ivy Funds in December of 2006, serving as an Internal Wholesaler for two years in the New Jersey market. He covered Tennessee and Kentucky as an External Wholesaler from 2009 through March 2017, when he transitioned back to the home office and jointed the Product Management team.
Eric earned his BS in Business Administration at Kansas State University in May of 2004, majoring in Accounting and Financial Controllership. He is a CFA Level III candidate.