Marshall Jones
Regional Director - Americas Institutional at Russell Investments | Orange County, California, United States
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Marshall Jones serves as the Regional Director for Americas Institutional at Russell Investments, where he leverages his extensive expertise in fiduciary investment management to empower institutional investors. With a passion for helping clients achieve their return objectives while alleviating their internal responsibilities, Marshall specializes in designing and delivering tailored investment solutions for a diverse array of organizations, including defined benefit (DB) and defined contribution (DC) retirement plans, endowments, foundations, and healthcare systems.
Over the past seven years, Marshall has successfully brought in over $9 billion in new assets, demonstrating his ability to forge strong partnerships with clients and implement optimal outsourced investment management strategies. His deep understanding of asset allocation, retirement planning, and investment management allows him to navigate the complexities of institutional investing effectively. By collaborating closely with advisory committees and boards, he identifies unique challenges and opportunities, ensuring that each client receives a customized approach that aligns with their specific goals.
Marshall's proficiency in mutual funds and asset management, combined with his Series 7 certification, positions him as a trusted advisor in the industry. His commitment to fiduciary excellence and client-centric solutions not only enhances the investment experience for his clients but also contributes to the overall growth and success of Russell Investments in the mid-market segment. As he continues to lead key projects and initiatives, Marshall remains dedicated to driving innovation and delivering exceptional value to institutional investors across the Americas.
Regional Director - Americas Institutional at Russell Investments in June 2010 to Present
Sales Director at Mercer in December 2007 to May 2010
Senior Divisional Vice President at MFS Retirement Services, Inc in March 1999 to December 2007
Regional Vice President at MFS Retirement Services, Inc in September 1995 to March 1999
Divisional Vice President at PaineWebber, Inc in October 1992 to September 1995
Regional Vice President at Benetech, Inc in June 1986 to October 1992
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Mutual Funds
Series 7
401k
Investment Advisory
Asset Allocation
Defined Benefit
Retirement
Series 63
Investments
Alternative Investments
Pensions
ETFs
Financial Advisory
Investment Strategies
Retirement Planning
Separately Managed Accounts
Wealth Management
Asset Management
Investment Management
Financial Services
Retirement Plan Consulting
Defined Contribution
Pension Funds
Non-profits
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Discover more about Russell InvestmentsWhat is Marshall Jones email address?
Email Marshall Jones at [email protected] and [email protected]. This email is the most updated Marshall Jones email found in 2026.
What is Marshall Jones phone number?
Marshall Jones phone number is +19162242966.
How to contact Marshall Jones?
To contact Marshall Jones send an email to [email protected] or [email protected]. If you want to call Marshall Jones try calling on +19162242966. (updated on October 31, 2024)
What company does Marshall Jones work for?
Marshall Jones works for Russell Investments
What is Marshall Jones's role at Russell Investments?
Marshall Jones is Regional Director - Americas Institutional
What industry does Marshall Jones work in?
Marshall Jones works in the Financial Services industry.
Marshall Jones Email Addresses
Marshall Jones Phone Numbers
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