Maul Capital makes appointment to 401(k) platform

FWR Staff

13 February 2008

Wealth firm increases sales efforts for pension-plan customization service. Las Vegas-based Maul Capital Management has named former PricewaterhouseCoopers (PwC) executive David Harris as its new sales manager of its LifeSync 401(k) product in the southwestern U.S.

LifeSync is a new managed 401k service that provides personalized approaches to 401(k) investing for employees of small to medium-sized businesses. Zacks Investment Management came out with something similar about 18 months ago.

Quite pleased

"We are quite pleased to have Mr. Harris join our LifeSync team," says Margaret Maul, managing director and CEO of Maul Capital. "His 20-plus years experience as a financial advisor and understanding of clients and their needs is perfectly in sync with the MaulCap business model and culture."

Harris left PwC, where he was manger of its Midwest investment-management consulting practice, to start his own firm in 2002. He has also worked with PaineWebber (now part of UBS) and in the capital-markets group of Old Kent Bank (now part of Fifth Third Bank).

Maul Capital managed about $132 million, mainly for high-net-worth individuals, according to its latest ADV filing with the SEC. -FWR

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