Horizon Investments assist investors in financial planning with solutions based on cutting-edge technology for asset management.

Finance

Information Technology

Investment Management

Horizon Investments

Horizon Investments' headquarters in Charlotte, NC, United States

John Drahzal

Morgan Smith

Candace Roane

Calvin DeBoer

Matt Chambers

Liz Cogswell

Scott Ferrette

Danielle Learned

Stephen Terry

The Leadership Team at Horizon Investments is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments. Comprising key executives from analytics, technology, legal, and finance, they collaborate to drive innovation, manage risks, and enhance client offerings, ultimately delivering advanced financial planning solutions that leverage the latest in asset management technology.

Leadership Team

The Directors and Heads team at Horizon Investments spearheads key strategic initiatives across various departments. They lead portfolio strategy, manage national accounts, drive marketing efforts, oversee research and product development, and handle human resources functions to foster a cohesive environment that supports the company's innovative financial planning and asset management solutions.

Directors and Heads

The Divisional Directors at Horizon Investments oversee regional operations, ensuring consistent implementation of financial planning solutions across the Western, Central, and Eastern divisions. They coordinate with local teams to drive performance, manage client relationships, and adapt strategies to meet regional market demands.

Horizon Investments

Org chart

Teams

Leadership Team

Directors and Heads

Divisional Directors

Offices

Horizon Investments

Org chart

Teams

Leadership Team

Directors and Heads

Divisional Directors

Offices

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