Ategenos
An Independent Investment Management Firm
We worked with Ategenos on all communications work related to their official launch
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Started by former executives who were critical to Brinker Capital’s founding and success, Ategenos launched in May 2023. We had the pleasure of collaborating with senior leadership to handle all PR efforts related to the business launch and subsequent platform roll- outs, while securing consistent market commentary opportunities to convey Ategenos’ expertise and strategic business vision.
Results
We first developed comprehensive brand messaging in preparation for Ategenos’ launch, and then secured opportunities with relevant and influential wealth management reporters. Throughout the multi-phase rollout, we worked with the firm’s senior executives to tell their story, showcasing their unique partnership with Envestnet, and highlighted the firm’s investment expertise and key differentiators of their new investment advisory solutions.
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Phased Media Strategy
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High Level Interviews
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Launch Articles
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SMEs Media Trained
Key Coverage
Exclusive: Ex-Brinker Capital Execs Reunite…
Chairman John Coyne and CEO Jason Moore in an exclusive interview on Ategenos’ launch
Fed Decision Preview
Amy Magnotta, Co-CIO at Ategenos Capital, joined Bloomberg Radio to discuss her 2024 economic outlook
Ategenos Sells Minority Stake to Envestnet
Ategenos’ SMEs spoke exclusively with WealthManagement.com to offer details on its investment offerings
Envestnet Takes Minority Stake in New Asset…
Todd Cole, Ategenos’ head of private wealth, highlighted SEC registration and Envestment partnership