Mr. Wolcott joins as a Senior Vice President for SmartTrust and will work out of the Firm's Parsippany, NJ headquarters. Prior to Hennion & Walsh, Mr. Wolcott was a Director at Bank of America Merrill Lynch where he was responsible for closed-end fund (CEF) and UIT origination. Prior to his 16 years at Merrill Lynch, Mr. Wolcott was a Vice President at Morgan Stanley Smith Barney and worked as a fund administrator at BNY Mellon.
Mr. Lavin joins as a Regional Vice President and external wholesaler for SmartTrust covering parts of the New England territory. Prior to Hennion & Walsh, Mr. Lavin worked in various sales capacities for First Trust, Sun Life Financial and Piedmont Capital Distributors, LLC.
Matt and Luke are both quality individuals with strong reputations across the UIT industry said Bill Walsh, President of Hennion & Walsh, We are hopeful that these two new additions will help further fuel the growth of our comprehensive platform of UITs at SmartTrust, added Richard Hennion, Partner at Hennion & Walsh.