From our dedicated Home Office team in Overland Park, Kansas, to our nationwide family of financial advisors, the people who power Waddell & Reed are among the most experienced in the industry, driven by a steadfast commitment to delivering high-level results and exceptional client service.
Executive Management Team
Waddell & Reed’s executive team is led by Chief Executive Officer Hank Herrmann, who brings 50 years of industry experience, serving at Waddell & Reed for 42 of those years. Mr. Herrmann is a renowned industry expert whose investment knowledge is often cited by top financial news and industry sources.
Investment Management Team
Waddell & Reed’s investment management team has directed the Waddell & Reed Advisors Funds and Ivy Funds in achieving highly competitive results across many market cycles. Much of this success can be attributed to the fact that our financial planning organization and our investment management team are under one roof – a distinctive quality in today’s financial marketplace. In addition, our portfolio managers and research analysts – who collectively have significant investment experience, with meaningful tenure at Waddell & Reed – share ideas every morning in team meetings, which results in confident investments grounded in thorough analysis.
Learn more about Waddell & Reed’s nationwide family of financial advisors.