Wayne, Penn. – July 23, 2024
Hartford Funds, a leading global asset manager, today announced two key organizational changes and the expansion of its C-suite team. Amy Furlong, Head of Finance for Hartford Funds, will be promoted to Chief Financial Officer (CFO), effective January 1, 2025. She will succeed current CFO Greg Frost as he steps into his new role as president of the firm. In February of 2024, Hartford Funds also hired Ernie Overholt as Chief Operations Officer (COO). Effective immediately, both Furlong and Overholt join the firm’s senior executive team, reporting to and serving as strategic advisors to the president.
Since joining Hartford Funds in 2004, Furlong has been promoted through several roles, including Fund Treasurer. Currently Head of Finance, Furlong oversees financial planning and analysis, financial modeling and business support, as well as corporate strategy. Key contributions throughout her 20 years with the firm are centered around driving profitable growth combined with a strong commitment to the interests of Hartford Funds’ products and shareholders. Prior to joining Hartford Funds, Furlong worked at KPMG, LLP in the audit practice.
“Our commitment to delivering outcomes and impeccable service to our clients starts with our people,” said Frost. “Amy’s career at Hartford Funds spans 20 years across several positions of increasing responsibility, and she embodies Hartford Funds’ values in everything she does. I’m proud to welcome Amy to our senior executive team today, and look forward to working closely together as she takes on her new role as CFO next year.”
As Hartford Funds’ first COO, Overholt has responsibility for ensuring operational excellence across the organization and overall leadership for the firm’s technology, fund treasury, transfer agent, dealer/client support and corporate risk functions. Overholt previously held a variety of roles over six years at Vanguard, most recently as Head of Enterprise Risk Strategy. He began his career with Janus Henderson Investors, where he spent 25 years in client service, operational, risk management and compliance senior leadership positions.
“Earlier this year, we saw an opportunity to enhance our high-performing team through the creation of the COO role, which is dedicated to our firm’s overall operational execution, with a specific focus on our technology, fund treasury and corporate risk functions. Ernie’s experience and passion in this space are unmatched. He has been an excellent addition to the firm, and we’re pleased to have him join the senior executive team,” Frost continued.
To learn more about Hartford Funds, visit hartfordfunds.com.
About Hartford Funds
Founded in 1996, Hartford Funds is a leading asset manager which provides mutual funds, ETFs, and 529 college savings plans. Using its human-centric investing approach, Hartford Funds creates strategies and tools designed to address the needs and wants of investors. Leveraging partnerships with leading experts, Hartford Funds delivers insight into the latest demographic trends and investor behavior.The firm’s product line-up includes more than 65 mutual funds and ETFs in a variety of styles and asset classes. Its mutual funds (with the exception of certain fund of funds) are sub-advised by Wellington Management or Schroder Investment Management North America Inc. The strategic beta ETFs offered by Hartford Funds are designed to help address investors’ evolving needs by leveraging a unique risk-optimized approach, which identifies risks within each asset class and then deliberately and systematically re-allocates capital toward risks more likely to enhance return potential. Excluding affiliated funds of funds, as of March 31, 2024, Hartford Funds’ investment advisory business had approximately $135.6 billion in discretionary and non-discretionary assets under management. For more information about our investment family, visit hartfordfunds.com.
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Some of the statements in this release may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-looking statements are not guarantees of future performance, and actual results may differ materially. Investors should consider the important risks and uncertainties that may cause actual results to differ. These important risks and uncertainties include those discussed in The Hartford’s Quarterly Reports on Form 10-Q, our 2023 Annual Report on Form 10-K and the other filings The Hartford makes with the Securities and Exchange Commission. We assume no obligation to update this release, which speaks as of the date issued.
From time to time, The Hartford may use its website to disseminate material company information. Financial and other important information regarding The Hartford is routinely accessible through and posted on our website at http://ir.thehartford.com. In addition, you may automatically receive email alerts and other information about The Hartford when you enroll your email address by visiting the "Email Alerts" section at http://ir.thehartford.com.
Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice).
Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS.