OUR STRATEGIC PARTNER 

AN EXTENSION OF YOUR PROFESSIONAL TEAM

Boutique and emerging managers benefit from a distribution and marketing team powered by professionals with solid expertise, abilities and deep and long-standing relationships in the institutional investment community.

 

 CORONADO PACIFIC GROUP

Coronado Pacific Group designs and implements marketing and communications programs for financial services companies. The team’s communications professionals have worked together for more than 15 years, helping a broad range of managers achieve sales and retention success in the investment management industry.

Rick Shaughnessy, founder and CEO, has more than 30 years experience in strategic message development, sales, client service, media relations, product and brand management and other marketing and communications disciplines. He has held senior level marketing positions with American Express Asset Management, Nicholas-Applegate Capital Management, Charnley & Røstvold and others.

Sally M. Stalcup is president of Stalcup Consulting and a strategic partner of Coronado Pacific Group. Her practice focuses on helping companies achieve business success through clear, focused communications. Services range from strategic marketing and messaging, to presentation coaching, win/loss reviews and sales/client service strategies. She was previously leader of presentation coaching and research practices at Charnley & Røstvold.

Valerie Schutte is president of The Design Depot and a strategic partner of Coronado Pacific Group. Her practice focuses on providing differentiated and compelling visual identity to firms and has specific expertise in asset management. Prior to founding The Design Depot, Valerie managed a graphic design and production team at Nicholas-Applegate Capital Management.

 

Coronado Pacific clients include or have included Allianz Global Investors, Brandes Investment Partners, the Connecticut Hedge Fund Association, Evergreen Investments, Metropolitan West Capital Management, Nicholas-Applegate Capital Management, the Rady School of Management at the University of California San Diego, Samara Capital Management of Mumbai, India, Steinberg Asset Management, T. Rowe Price and others.