Nikki Newton leads the firm’s wholesale and institutional distribution efforts, sales and product development, as well as manages strategic relationships. He oversees multiple divisions for the company, including Product, Internal and External Wholesale, National Accounts, Institutional Sales and DCIO.

Nikki, who was appointed president of IDI in 2017, has 25 years of experience in the investment management industry and has been with the firm since 1998. He previously was Senior Vice President, Global Director of Sales for IDI, has directed the National Accounts team, and has held leadership positions in institutional sales. Prior to joining the firm, he was affiliated with Scout Funds (formerly United Missouri Bank Institutional Investment Advisory) as a research analyst. He was promoted to Vice President and Portfolio Manager for UMB Investment Advisors Institutional in 1995.

Mr. Newton graduated from the University of Central Arkansas with a bachelor’s in Economics and Finance and earned an MBA with an emphasis in Finance from Washington University Olin School of Business.

Lori is responsible for planning, development and implementation of the organization’s marketing strategies and communications activities, including the development and implementation of materials and services. She has more than 20 years of industry experience and began her career with the organization in 1995. She has experience in several areas, including institutional sales support, retail sales support, web development, and channel management. Lori graduated from the University of Kansas.

Chad has been with IDI since 2004 and currently leads the distribution efforts for the western half of the country. In 2016 he added to his responsibilities, taking on the additional title of Managing Director, NRC, with sales oversight of the non-resident citizen (NRC) in the U.S. He has more than 20 years of industry experience, including work as a financial advisor for a major brokerage firm. Chad graduated from the University of Southern California, School of Business Administration, with a degree in Finance.

Marlene has been with IDI since 2003 and currently leads the distribution efforts throughout the north and eastern part of the country. She has more than 26 years of industry experience, starting on the fixed income trading floor at Trust Co. Bank, followed by tenures at several major firms. She is a native of Atlanta, Ga., and earned a Bachelor of Science in Marketing from Clemson University. She is a member of the Board of Directors for Meals on Wheels Atlanta, Complexions Contemporary Ballet, the Board of Visitors for Grady Health System, and is a past Board Member of The Junior League of Atlanta, Inc.

Stacy co-heads our National Accounts Team with Anna Barnes. Jointly, they lead a 10 person team charged with developing and managing distribution relationships to increase overall sales and visibility with partner firms. Stacy joined Ivy in 2003 and has held various roles within the organization, most recently, as Director of Business Development. Stacy is a graduate of the University of Nebraska – Lincoln.

Anna co-heads our National Accounts Team with Stacy Albin. Jointly, they lead a 10 person team charged with developing and managing distribution relationships to increase overall sales and visibility with partner firms. Anna joined Ivy in 2003 and has served in a variety of National Accounts functions, including leading up bank and regional channel initiatives and wirehouse relationship coverage. Anna is received an undergraduate degree from University of Kansas and her M.B.A. from Rockhurst University.