- Carter SimsHead of Global Distribution and Managing Director
William Mac “Carter” Sims is head of global distribution for Thornburg Investment Management. He is responsible for leading the sales and distribution efforts across the company’s institutional, intermediary, and international lines of business.
Prior to joining Thornburg, Carter was the head of U.S. intermediary distribution at Schroder Investment Management, North America, where he lead the business strategy for all functional teams including sales, key accounts, and marketing. Additionally, Carter oversaw all marketing and communications across the intermediary, institutional, and consultant relations channels.
Over Carter’s extensive career, he has also held senior leadership positions at several firms including, Columbia Asset Management, Bank of America, Gartmore Global Partners, Fidelity Investments, and PNC Bank.
Carter received a BS in finance from Boston College and holds the FINRA Series 24, 26, 7, 6, and 63 registrations. He also completed the Securities Industry Institute Leadership program at Penn’s Wharton School. Additional training includes SPIN Selling, Conceptual Selling, and IMPACT Performance Leadership and Negotiation.
Carter currently serves as a member of the Malvern Prep Endowment Board and fundraises for GESU School.
- Rob McInerney, CFP®, CIMA®National Sales Manager
President, Thornburg Securities Corp.
Rob McInerney is the president and national sales manager for Thornburg Securities Corporation, distributor for the Thornburg family of mutual funds, and a managing director of Thornburg Investment Management, the advisor. He joined Thornburg in 1999 as a regional consultant and was promoted to managing director in 2004. He was then named president and national sales manager in 2012.
Prior to joining Thornburg in 1999, Rob began his career in 1988 with Lexington Management where he served in various roles, including director of mutual fund sales. A graduate of the State University of New York at Oswego, he is a Certified Financial Planner, Accredited Investment Fiduciary, Certified Investment Management Analyst, and a graduate of the College for Financial Planning. He is currently registered with FINRA with a Series 24, 7, 63, and 6. Rob has been in the financial services industry for nearly 30 years and currently resides in Randolph, NJ, with his wife and two daughters.
- William LoehningHead of Institutional Advisor Channel
William (Bill) Loehning joined Thornburg in March of 2018 as head of institutional advisor channel, focusing on registered investment advisors, family offices, and bank trust. He has extensive experience working with all parts of the advisor community.
Prior to joining Thornburg, Bill was a senior advisor consultant with Putnam Investments, focused on the Northeast. Before that, Bill served as a regional marketing director for The Hartford, covering the wirehouses in New England and as a regional representative for John Hancock for the independent channel in the Chicago area. Bill has a BA in economics from Colgate University and is currently registered with FINRA with a Series 6, 7, 63, and 65. He lives in Barrington, Rhode Island, with his wife, Lauren, and children, Will and Harper. He enjoys skiing, boating, golf, and coaching his kids.