Meet the Team

Dan Sondhelm
CEO

Dan Sondhelm is the CEO of Sondhelm Partners, a firm designed to help financial companies attract investors, strengthen distribution and build brands.

Dan is a nationally recognized financial communications expert. For more than 20 years, Dan has helped financial clients grow by providing guidance and perspective. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.

Dan was also nominated by MutualFundWire in 2009 as one of the Most Influential People in Fund Distribution for his guidance and perspective in helping companies grow. Dan frequently contributes to the financial news media and presents or moderates at industry conferences and webinars.

Prior to establishing Sondhelm Partners, Dan was a senior partner and senior vice president at SunStar Strategic for more than 20 years. In this role, he was instrumental in helping boutique and larger firms develop strong distribution and marketing programs. Dan earned an MBA from the Kogod College of Business Administration at American University in Washington, DC. He lives in Alexandria, VA with his wife Jenna, twin children Madeleine and Gabriel, and cat Remy.

Robert Mulligan
Distribution Strategies

Bob is dedicated to helping asset managers sharpen their competitive edge to reach new markets in pursuit of asset growth.

Bob’s successful history spans 25 years, most recently as President of Mirae Asset Global Investments and as GE Asset Management as Director of National Accounts. Bob led efforts with marketing, general counsel, finance, portfolio management, operations and product management to identify, develop and execute a cohesive strategy for new business opportunities.

He built a wholesaling sales force within the AEGON/Transamerica system for the wire-house/regional distribution channel on the east coast and hired, coached, managed performance, and established sales goals for the team.  He successfully grew the division of 11 wholesalers from $100M annually to $1B within 2 years.

Frank Serebrin
Marketing

Frank heads up Marketing at Sondhelm Partners. Frank helps asset managers and investment advisors increase leads, conversions, assets, and revenue with content-driven inbound marketing and social media. Frank focuses exclusively on the asset management industry and works with RIA, independent, wirehouse, and retirement plan distribution channels.

Frank has been a marketing distribution leader for top-tier intermediary-sold mutual fund families: SVP and Director of Marketing for ING Investment Management; VP of Marketing Communications for AIM Investments; head of Institutional Marketing for William O’Neil + Company; and AVP of Marketing for Dean Witter Funds. Frank, who has 30 years of financial services marketing experience, is an MBA graduate of Northeastern University in Boston, Massachusetts, and a graduate of the University of Minnesota with a BA in Journalism.

Chris Lynch
Distribution

Chris has a strong relationship manager background helping asset managers improve their marketing strategy at distribution platforms like Schwab, Fidelity and TD Ameritrade.

Chris led operational and marketing teams at Charles Schwab and most recently as a Relationship Manager for firms doing business with Schwab. His focus was to help mutual fund companies understand the distribution platforms that would help shape their strategic initiatives. His 19 years at the SF-based firm has given him a solid mutual fund background spanning across operations, contracts, on-boarding new products and strategic insight.

Chris has worked with all sizes of asset managers, from start-ups to large firms. He is based in the San Francisco Bay Area.

Milin Iyer
Public Relations Director

Milin Iyer is a senior financial communications professional with expertise in positioning, public relations, and thought leadership. He has been helping financial firms attract investors and strengthen brand awareness since 2010.

He has a proven track record of placing stories in publications such as Wall Street Journal, Barron’s, Bloomberg, Investment News, Financial Planning Magazine, CNBC, Fox Business and more.

He has worked with asset managers, mutual funds/ETFs, registered investment advisors, and regional banks. Clients have described his work as critical to establishing their firms’ overall sales and marketing strategies, thus enabling them to quickly achieve elevated levels of brand recognition, and most importantly – increase assets under management.

Previously, Milin was a vice president at SunStar Strategic where he developed and managed public relations and communications strategies.

Joseph Finora
Public Relations

Joe is a media-relations professional exclusively serving the financial-services industry. A former financial journalist and Registered Representative, Joe has 25-plus years of varied financial-marketing and financial-media experience, providing him with an in-depth understanding of the financial industry and the media-relations challenges it faces.

Joe has worked with a wide range of financial-services companies including TIAA-CREF, Oppenheimer Funds and the AIG Advisor Group. A graduate of Fordham University, Joe is the author of: Media Relations and Creative Marketing Tips for Financial Professionals, as well as the white paper: Marketing Financial Services to the Boomer Generation.

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