Consultant Relationships

Investment Partnerships

Our consultant relations team consists of experienced professionals who are dedicated to providing resources to assist with the intense due diligence of our investment strategies. We work with virtually all of the leading investment consultants globally. We facilitate conference calls with investment professionals, provide quantitative data or meet in person to highlight our strategies’ competitive advantages.

Needing an RFI or other due diligence document updated for one of our strategies, or need to request a meeting with one of our consultant professionals? Submit your request here or contact the team directly via the methods below.

Institutional Consultant Relations

Grant Cleghorn
Senior Vice President
Global Head of Institutional Distribution
Ivy Distributors, Inc.

Pat DeMayo
Vice President
Consultant Relations

Storm Martin
Vice President
Consultant Relations

Leo Muldoon
Vice President
Consultant Relations

Akash Patel
Vice President
Consultant Relations

Brian Lore
Associate
Consultant Relations

Phone: 1-877-887-0867
Email: institutional@ivyinvestments.com