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.

Our Leadership Team

Nikki F. Newton

  • — President of Ivy Global Investors and Head of Global Relationship Management, Ivy Distributors, Inc. (IDI)

Nikki joined the company in January 1998 and currently serves as President of Ivy Global Investors and Head of Global Relationship Management for IDI where he is responsible for National Accounts and consultant relationships, as well as institutional sales. In his new role, Nikki will report to me and will lead our wholesale and institutional distribution efforts, sales and product development, as well as manage strategic relationships. It is important now, more than ever, that distribution and asset management move in lockstep given the convergence of retail and institutional in the asset management business. Significant portions of our DCIO, National Accounts, institutional and RIA distribution efforts have begun to coalesce around an institutional standard of product adoption and acceptance, and Nikki has proven to be a successful leader in those efforts throughout his career. In his role as President of IDI, Nikki will oversee Ivy Product, Internal Sales, Wholesalers, National Accounts, Institutional Sales and DCIO.

Lori Dorsey

  • — Senior Vice President and Chief Marketing Officer, Ivy Distributors, Inc. (IDI)

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

  • — Senior Vice President, Western Divisional Manager, Ivy Distributors, Inc. (IDI)
  • — Managing Director, NRC

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 Alexander

  • — Senior Vice President, Eastern Divisional Manager, Ivy Distributors, Inc. (IDI)

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 Albin

  • — Head of National Accounts, Ivy Distributors, Inc. (IDI)

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 Barnes

  • —–Head of National Accounts, Ivy Distributors, Inc. (IDI)

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.