AFL Investments New Appointments
AFL Investments today [Jan 13] announces the appointment of Kevin Grant as Lead Wealth Manager and Mark Bendzsa as a Financial Consultant to further enhance its Client Services team.
In the position of Lead Wealth Manager, Mr. Grant is responsible for providing financial planning services and investment product advice to AFL Investments clients, which include local businesses, trusts, endowments and high net worth individuals. Mr. Grant has twenty years of financial sector experience in business development, investor relations, marketing, sales, investment services and securities transaction related activities, including mutual fund research and execution services.
Prior to joining AFL Investments, Mr. Grant held the role of Senior Vice President – Business Development at SGS Asset Management. He was based in Florida, U.S.A. and Switzerland for this role. He also has prior experience working in Florida for Citigroup (Smith Barney) as a Financial Consultant; Epsilon Investment Management as a Senior Vice President; and Edward Jones Investments as an Investment Representative. He began his career in Bermuda in 1988 with HSBC Bermuda (then Bank of Bermuda) as a Management Trainee, rising to Assistant Manager – Investments, Mutual Fund Service by the time he left the business in 1995. He also worked for Bermuda International Securities Ltd., a wholly owned subsidiary of HSBC Bermuda, as Head of Mutual Fund Services before relocating to the U.S.A.
Mr. Bendzsa is also an experienced financial services professional with a broad finance background. As a Financial Consultant at AFL Investments, Mr. Bendzsa is primarily responsible for the provision of investment support services to Bermuda Life Insurance Limited and orientation for pension clients regarding funds and their structure. He will also be providing clients with group pension market updates and coordinating the production of investment commentaries to accompany pension statements.
He previously worked for HSBC Bermuda as a Senior Relationship Manager in its Multinational Corporate Banking department and for Capital G Bank as a Business Development Manager for its Private and Business Banking division.
Mr. Bendzsa began his career in Toronto, Canada in 1996 as a Mutual Fund Trader for RBC Dominion Securities, Inc. He later became an Investment Advisor for the company before he relocated to Bermuda for the role of Investment Advisor/Trader with Barrington Investments Limited from 1998 to 2004.
Cindy Campbell, Chief Operating Officer of AFL Investments, says: “I am excited to be welcoming two seasoned finance professionals to AFL Investments. Both Kevin and Mark bring to the team first-hand experience of the local market combined with expertise developed overseas in other markets. Their broad skills base will be a terrific complement to our Client Services team and an asset to our clients in determining their financial future.”
