Ms. Learned serves as Chief of Staff for Horizon and is a member of Horizon’s Executive Committee. In this role, she is responsible for leading the planning and execution of the firm’s various strategic initiatives; helping translate the firm’s mission and vision into action.
Prior to this role, Ms. Learned was Director of Client Operations for the Horizon One team and served as the relationship manager for the firm’s Consulting clients.
Prior to joining Horizon Investments in 2018, Ms. Learned was an Assistant Vice President of Advisory Product Management with LPL Financial responsible for the firm’s mutual fund and ETF strategist platform. Her experience in the financial services industry dates back to 2011 with Oppenheimer & Co, Inc, Prudential Annuities, and MetLife Securities, Inc.
Ms. Learned holds a B.S. in Management from Western Connecticut State University and holds FINRA Series 6, 7, 63 and 65.
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