Print this article

Who's Moving Where In Wealth Management? – Helios, Opto Investments

Editorial Staff

25 August 2023

Helios 
, a tech solution for advisors trying to get access into private markets, has appointed Matt Dunn as head of marketing. 

Prior to this, Dunn was executive vice president (EVP) and head of Americas marketing at PIMCO. Before joining that firm, he worked at Morgan Stanley, helping to drive lender’s AI-driven “Next Best Action” product. He has also worked in Canada and the US at Franklin Templeton Investments.