Prior to Vision 4, Jerry was a Co-Founder and Head of Distribution at TS Capital. Prior to TSC, Jerry was Managing Director & National Sales Manager at Eaton Vance for 13 years where he served as the senior member of one of the industry's most successful and respected sales teams. Before his time at Eaton Vance, Jerry worked for John Nuveen & Co. as a wholesaler in Manhattan. Jerry has 35 years of financial industry experience.

Prior to Vision 4, Neil was responsible for National Accounts at TS Capital. Neil also spent 19 years in senior leadership positions at the Eaton Vance organization. This included CAO of Institutional/International Accounts, Managing Director of National Accounts, and Sales Director for the fee-based advisory channel. Across his career, Neil has been a key leadership member of teams responsible for the syndication of 50 equity and fixed income closed-end funds from 1998 to current, raising in excess of $35 Billion. Neil has over 35 years of financial industry experience. 

Dave has over 35 years of financial industry experience. His retail career began at Investors Diversified Services and EF Hutton before moving into wholesale sales in limited partnerships and management of mutual funds. During his time at New England Funds and SunAmerica Funds, Dave brought both company’s most successful mutual funds to market. Dave brings vast experience in management, operations, marketing and origination to the team.

Paul Kujalowicz
Managing Director –
Operations

Paul has over 25 years of financial industry experience and was a top producer in sales and Vice President at SunAmerica mutual funds. Paul brings his extensive mutual fund experience as well as his prior business operating knowledge to the team. 

Henry Johnson
Managing Director –
Product Origination

Prior to Vision 4, Henry was COO at TS Capital and was responsible for overseeing corporate operations as well as serving as a leader on the product origination team. His product structuring knowledge is a valuable asset to the process of bringing new funds to market in the 1940 Act space. Henry has experience providing turnkey solutions for closed-end funds, open-end funds, ETFs, unit investment trusts, and alternative investment products. Henry is a member of the Chartered Alternative Investment Analyst Association (CAIA) and has 14 years of financial industry experience.