Lateral Investment Management, a private investment firm focused on transformational growth at owner-operated middle-market businesses in North America, has added Betsy Ward as director of national accounts, Angela Clakley as vice president of internal sales and Ken Johnson as regional vice president of sales.
Ward is responsible for wholesalers fundraising in the IBD channel. She was previously a senior vice president of national accounts at Legendary Capital with more than thirty years of experience in the broker-dealer community. Prior to her role at Legendary, Ward’s experience spans Franklin Templeton, Invest Financial, AEI Capital Corp. and GK Development.
Clakley supports wholesalers fundraising in the IBD channel. She brings more than 25 years of experience in the securities industry and was previously vice president of internal sales for the central region at Legendary Capital. Prior to her role at Legendary, Clakley worked at Hartman Income REIT, Hines Real Estate Investments and Van Kampen Investments.
Johnson focuses on fundraising as a wholesaler in the IBD channel. With more than 30 years of experience in the financial services industry, he was most recently a wholesaler for Reg D offerings for alternative products. Prior to Lateral, Johnson was a manager of portfolio accounting, head of performance measurement and attribution and due diligence officer for a boutique independent broker-dealer. He started his career at AIM Mutual Funds (Invesco) as a portfolio administrator.