East Hartford, CT – October 1, 2015 – 3D Asset Management, Inc. (“3D”), an independent global ETF manager and partner to fee based advisors who seek unique, compliant investment and  retirement solutions, today announced changes to its Board of Directors, executive management team and investment committee.

“Since my joining the 3D team, we have made significant shifts in the responsibilities of our management team in an effort to continue the development of a strong, reputable 3D brand, the growth of our firm and the overall experience for our clients,” said 3D’s Chairman, Chris Frankenhoff. “We’re also pleased to add Ben Lavine to our leadership team to strengthen our investment management functions and client support.”

The primary leadership changes are as follows:

  • Chris Frankenhoff has been elected Non-Executive Chairman of the Board of Directors. Mr. Frankenhoff is a 30-year veteran of the financial services industry and was a co-founder of Dimensional Fund Advisors in 1981.
  • Steve McCoy has been promoted to Chief Executive Officer. Mr. McCoy previously served as Executive Vice President, National Sales Manager for 3D.
  • John O’Connor has been appointed President, Chief Operating Officer and Chief Compliance Officer. Mr. O’Connor was previously President, Chief Investment Officer and Chief Compliance Officer.
  • Sheryl O’Connor has been appointed Executive Vice President, Corporate Development. Ms. O’Connor was previously Chief Operating Officer. Ms. O’Connor’s primary focus will transition to growth and development of 3D’s proprietary retirement income program, WealthConductor™.
  • Benjamin Lavine, CFA, CAIA will join the executive management team as Chief Investment Officer. Mr. Lavine was previously Senior Portfolio Manager for Batterymarch Financial Management.
  • Mr. Lavine, Mr. McCoy and Wayne Connors, co-founder of 3D will join John O’Connor and Tom O’Connor, Director of MIS who will remain on 3D’s Investment Committee. John O’Connor will continue to chair the Investment Committee.

“These strategic shifts within our talented leadership line-up were made in an effort to enhance our capacity to deliver more value to our clients, which is reflective of our growth and expansion objectives,” said Steve McCoy, Chief Executive Officer. “All of 3D’s officers are committed to delivering superior investment and practice management solutions, as well as maintaining the highest standard of client service and satisfaction. That has always been, and continues to be, what drives all of us here at 3D.”

About 3D Asset Management, Inc.
Founded in 2006, 3D Asset Management specializes in designing and managing multi-asset class global portfolios using exchange-traded funds (“ETFs”).  3D’s comprehensive suite of products and services enable financial advisors to more efficiently and effectively manage client relationships by providing state of the art technology, practice management tools and investment solutions. 3D portfolios are distributed through financial advisors, qualified plan experts, and other platform and channel partners. To learn more about the 3D WealthConductor™ solution, call 860-291-1998 or email sales@3dadvisor.com. www.3dadvisor.com.