About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Russell Investments Makes Key Appointment for Index Business

Subscribe to our newsletter

Russell Investments has appointed Shelton (Shellie) Unger as director of plan sponsor sales for Russell Indexes. Unger, who has more than thirty years of financial services experience, will lead a focused initiative to introduce the full depth and breadth of Russell Indexes’ product and service offering to the plan sponsor community in the U.S., including foundations, endowments and consultants. She joined Russell on July 18th, is based in the firm’s New York office and reports to Kevin Lohman, managing director of sales for Russell Indexes.

“With the significant challenges plan sponsors face today such as increasing market volatility, decreasing funding ratios and the uncertain market and investment climate, retirement plan sponsors need access to high quality benchmarking tools to make well informed asset allocation decisions,” said Lohman. “Shellie brings incredible insight into the needs of the plan sponsor community with a proven track record of building and motivating world class service teams to address these needs.”

Prior to joining Russell, Unger spent twenty-five years with Vanguard where she helped build a variety of successful business teams serving different aspects of the institutional retirement market. Her assignments at Vanguard included client service, operations, strategic planning, institutional sales and marketing, participant education, online strategy, international and nonprofit sales and global consultant relations. At Russell, she will lead the effort to grow awareness and expand partnerships among existing and new plan sponsor clients in the U.S., encouraging them to utilize the full depth and breadth of Russell Indexes’ benchmarking capabilities.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: The art of implementing data lineage

Data lineage is a regulatory and internal requirement with potential to deliver significant operational and business benefits, but financial institutions can find it difficult to implement and complex to maintain as systems and regulatory requirements themselves, change quickly. The importance of understanding where the true source of the data is coming from, where the data...

BLOG

From Capture to Context: Transforming Voice Comms Compliance with Theta Lake

In today’s financial landscape, voice communications compliance extends beyond simple capture and retention – it demands contextual insight and integrated oversight across multiple platforms. Firms grapple with fragmented systems, complex cloud environments, and regulatory pressures that require a more holistic compliance strategy. In this video interview, Adrian Sharp, RegTech Insight Editor at A-Team Group, talks...

EVENT

Data Management Summit New York City

Now in its 15th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

The Reference Data Utility Handbook

The potential of a reference data utility model has been discussed for many years, and while early implementations failed to gain traction, the model has now come of age as financial institutions look for new data management models that can solve the challenges of operational cost reduction, improved data quality and regulatory compliance. The multi-tenanted...