In 1974, Hill was named a principal and became a regional leader. In this capacity, he was responsible for overseeing the activities of the firm’s investment representatives in Kansas and Oklahoma, in addition to continuing to serve investors in Dodge City.
Hill moved to St. Louis in December 1978 to help develop and implement a formalized training program for Edward Jones’s investment representatives. In 1981, he was called upon to establish the firm’s marketing department, and he headed the firm’s sales and marketing division for the next 16 years.
In 1998, Hill became chief operating officer with responsibility for achieving the firm’s aggressive growth objectives. In this capacity, he also is responsible for the entire sales force and for all products and services. Hill became managing partner in 2003.
A graduate of Kansas State University, Hill received his bachelor’s degree in 1968. He also is a 1984 graduate of SIA’s Securities Industry Institute, which is held at the Wharton School of the University of Pennsylvania.
Lessing is managing director, head of client relationship management, and a member of the executive committee of Lehman Brothers Holdings Inc.
Lessing joined Lehman Brothers in 1980 as an associate in the fixed-income division. In his 24 years with the firm, he has held a number of senior management positions, including head of global fixed-income sales and research, head of global equity sales and research, co-head of global capital markets, and head of Private Client Services. In his current role, Lessing is responsible for senior client relationship management across all of the firm’s businesses.
Lessing received a B.A. in economics from Fairfield University and an M.B.A. in finance from Fordham University.
McColgan is president of Fidelity Brokerage Company, responsible for management of the retail mutual fund and brokerage and institutional brokerage businesses. The retail business serves those investors who deal directly with Fidelity through investor centers, on the phone, or via the Web. Fidelity’s institutional businesses provide brokerage platform services and capital markets trading services to financial services institutions and registered investment advisers.
Running one of the industry’s largest brokerage companies brings McColgan’s career full circle. While she has spent much of her Fidelity career working within the firm’s retirement business, she initially came to Fidelity with a brokerage background. McColgan’s first industry job after graduate school was in the brokerage unit of Shearson Lehman Brothers in New York, where she worked as a trainee in the wire room, as a brokerage sales assistant, and on the various trading desks.
McColgan is a trustee of Babson College and a member of The Boston Club, an organization of senior professional women.
McColgan received a bachelor of arts degree in psychology from Montclair State College in New Jersey and an M.B.A. from Harvard Business School.
Price is executive vice president and director of investment and marketing solutions for UBS Financial Services Inc. In this capacity, Price is responsible for the following business areas of the firm: investment consulting services; marketing and branding; alternative investments; UBS Financial Services, Puerto Rico, Inc.; and, private wealth services.
Prior to this, he was president of Prudential Securities and a member of the Prudential Securities Group, Inc. board of directors. Before becoming president in October 2000, Price served as president of Prudential Securities’ Private Client Group. He also served as the firm’s metropolitan regional director for Long Island, Manhattan, New Jersey, and Westchester.
Previously, Price was senior vice president, financial adviser development department, and also worked as first vice president and associate regional director of the firm’s Northeast region.
Price began his career as a financial adviser and then a management training associate at E.F. Hutton in 1983. In 1987, he joined Shearson Lehman Hutton as a sales manager and branch manager. He joined Prudential Securities in 1992.
He is a director of the New York City Partnership and Chamber of Commerce, Inc. He is a trustee of Big Brothers Big Sisters of New York City. Price is also a member of the Metropolitan Museum of Art’s Business Committee and the Young Presidents Organization.
A native of Portland, Oregon, Price received a B.S. from the University of Oregon in 1983, majoring in finance and economics.