Brent K. Bloss

Chief Operating Officer at Waddell & Reed, Inc.

Brent K. Bloss

Brent K. Bloss

Chief Operating Officer at Waddell & Reed, Inc.

Overview
Career Highlights

Waddell & Reed, Inc.
Waddell & Reed Financial, Inc.

RelSci Relationships

786

Number of Boards

2

Birthday

1969

Age

50

Relationships
RelSci Relationships are individuals Brent K. Bloss likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Executive Officer at Waddell & Reed Financial, Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Administrative Officer at Waddell & Reed Investment Management Co.

Relationship likelihood: Strong

Former Chief Executive Officer at Waddell & Reed Financial, Inc.

Relationship likelihood: Strong

Senior Vice President, Chief Legal Officer, General Counsel & Secretary at Waddell & Reed Financial, Inc.

Relationship likelihood: Strong

Senior Vice President & Chief Financial Officer at Waddell & Reed Financial, Inc.

Relationship likelihood: Strong

Former Senior Vice President & Chief Financial Officer at Waddell & Reed Financial, Inc.

Relationship likelihood: Strong

President at Waddell & Reed, Inc.

Relationship likelihood: Strong

Former Chief Executive Officer at Waddell & Reed, Inc.

Relationship likelihood: Strong

President, Portfolio Manager at Mackenzie Investments Corp.

Relationship likelihood: Strong

Chief Risk Officer at Waddell & Reed Financial, Inc.

Relationship likelihood: Strong

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Brent K. Bloss
Chief Operating Officer at Waddell & Reed, Inc.
Education

The University of Missouri–Kansas City (UMKC) is a public research university located in Kansas City, Missouri, United States. It is a part of the University of Missouri System. Its main campus is in Kansas City's Rockhill neighborhood east of the Country Club Plaza. The university's enrollment is more than 15,700 in 2014.

Missouri State University (MSU or MO State formerly Southwest Missouri State University) is a public university located in Springfield, Missouri, United States and was founded in 1906. It is the state's second largest university, with an official enrollment of 22,385 in the fall 2014 semester.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

TO PROMOTE AND MAINTAIN HIGH PROFESSIONAL STANDARDS FOR ALL MEMBERS

Career History
Senior Vice President, Chief Financial Officer, Treasurer & Director
2014 - Current

Ivy Investment Management Co. provides investment advice. It offers mutual funds, closed-end funds, 529 plan, nextshares, variable insurance portfolios, performance and Morningstar tools. The company was founded in 1937 and is headquartered in Overland Park, KS.

Chief Operating Officer
2007 - Current

Part of Waddell & Reed Financial, Inc., Waddell & Reed, Inc. is an American company located in Raleigh, NC. The firm provides investment advice. Michael D. Strohm is the CEO, in this role since 1994.The company says this about itself: Waddell & Reed, Inc., founded in 1937, is one of the oldest mutual fund complexes in the United States, having introduced the Waddell & Reed Advisors Group of Mutual Funds in 1940. Today, we distribute our investment products through the retail unaffiliated distribution channel (encompassing broker/dealer, retirement, and registered investment advisors), our retail broker-dealer channel (through financial advisors), and our Institutional channel (including defined benefit plans, pension plans and endowments, and our sub advisory partnership with Mackenzie in Canada). Waddell & Reed, Inc. serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds and InvestEd Portfolios, while Ivy Distributors, Inc. serves as principal underwriter and distributor to Ivy Funds and Ivy Variable Insurance Portfolios.

Chief Operating Officer & Executive Vice President
2002 - Current

Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Advisors channel, Wholesale channel and Institutional channel. The Advisors channel focuses on financial planning, serving primarily middle class and mass affluent clients. The Wholesale channels activities include retail fund distribution through brokers and dealers, registered investment advisors and retirement and insurance platforms. The Institutional channel manages assets in a variety of investment styles for a variety of types of institutions. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS.

Public Holdings
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Other Affiliations
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