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.

As National Sales Manager of IDI, Marlene Alexander heads the national sales channel, including directing the firm’s National Accounts group, external wholesaling efforts and oversees the internal sales desk.

Ms. Alexander was most recently Eastern Divisional Sales Manager for IDI.

Ms. Alexander has been in the investment services industry for 26 years. She began her career on a fixed income trading floor and had the opportunity to work for many well-respected firms as an external wholesaler. She joined IDI as an external wholesaler in 2001.

Ms. Alexander earned her B.S. in Marketing from Clemson University.

David Borberg oversees a team of product and data managers who analyze fund and market data in order to provide Ivy Funds Marketing and Sales with information and direction on how to best position and differentiate our investment management process to advisors and clients.

Mr. Borberg joined the Ivy organization in 2003 as the National Director of Sales Support in the intermediary sales and client services group. In this role, he managed both the internal wholesale and internal key account management efforts.

Prior to joining Ivy, Mr. Borberg spent six years at American Century Investments, most recently as a National Sales Manager in the Bank & Trust division of Third Party Sales. He spent the two years prior to his stint as National Sales Manager as the investment specialist within the Third Party Sales channel, presenting on behalf of portfolio management to Third Party prospects and clients.

Mr. Borberg earned his degree in Finance from Kansas State University in 1994. He is a Chartered Financial Analyst, a member of the CFA Institute, and a member of the CFA Society of Kansas City.

Grant Cleghorn joined IDI in 2018 as Senior Vice President and Global Head of the Professional Buyers Group. The Professional Buyers Group encompasses sales and relationship management for the following distribution channels; institutional, consultant relations, registered investment advisors (RIA), defined contribution investment only (DCIO) and insurance.

Prior to joining IDI, Mr. Cleghorn was affiliated with Toronado Capital Management where he was Managing Partner and Chief Operating Officer. He has served in leadership roles with organizations such as Crosslink Capital, Parnassus Investments, Wells Fargo and OffRoad Capital Corporation.

Mr. Cleghorn is an alumnus of The Lawrenceville School and received a B.A. from the University of Tennessee, Knoxville where he also earned track and field All-American honors as a decathlete.

As Chief Operating Officer (COO) of IDI, Kirby DeMoss oversees Sales Operations, Business Development and Analytics.

Mr. DeMoss was most recently 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 during this time.

A 17-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 12 years with the firm.

Mr. DeMoss earned his Bachelor’s degree from Truman State University in 2000 and is currently an MBA candidate with the University of Missouri’s Trulaske College 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 Brand joined Ivy Distributors, Inc. (IDI) in 2004 as a Regional Vice President for Southern California. He was appointed Senior Vice President and Western Divisional Sales Manager for the Retail, Retirement and RIA Divisions in 2008. In 2016 he added to his responsibilities, assuming the additional title of Managing Director, Non-Resident Clients (NRC), with sales oversight of the NRC market in the U.S.

Prior to joining IDI, he served as a Regional Vice President for firms such as Federated Investors, The Hartford in the Southern California area, as well as a wealth management advisor for Merrill Lynch.

Mr. Brand graduated from the University of Southern California, College of Business Administration with a degree in Finance. He is also a graduate of the Cornell University Executive Leadership Program.

Anna Barnes is Head of the National Accounts team for Ivy Distributors, Inc., a subsidiary of Waddell & Reed Financial, Inc., at the firm’s headquarters in Overland Park, KS.

Ms. Barnes leads a 10-person team charged with developing and managing distribution relationships to increase overall sales and visibility with partner firms.

A 14-year veteran of the investment industry, Ms. Barnes began her career with the organization in 2003. Upon the acquisition and subsequent launch of the Ivy Funds in 2003, she served as one of the early members of the Ivy sales team and joined the National Accounts team in 2007.

Ms. Barnes received her B.S. in Accounting and Business Administration from the University of Kansas and earned an M.B.A. from Rockhurst University. She holds her Series 7 and Series 24 licenses.

Stacy Albin is Head of the National Accounts team for Ivy Distributors, Inc., a subsidiary of Waddell & Reed Financial, Inc., at the firm’s headquarters in Overland Park, KS. In addition to her co-head responsibilities, she oversees the strategic partnership with Morgan Stanley Wealth Management.

A 15-year veteran of the investment industry, Ms. Albin began her career with the organization in 2003. Upon the acquisition and subsequent launch of the Ivy Funds in 2003, she served as an original member of the Ivy sales team. She has served in multiple roles within the sales side of the organization over her tenure with the firm.

Ms. Albin earned her Bachelor’s degree in Finance from the University of Nebraska-Lincoln. She holds her Series 6, 7, 24 and 63 licenses.