LV distribution team

Edward Soltys (CIMA), joined LarrainVial Securities U.S., LLC in November 2021 to lead the sales and distribution efforts on behalf of our U.S. based Asset Management Partner Firms. Prior to joining LarrainVial Securities U.S., LLC, Ed was Co-Head of Americas Distribution within Credit Suisse (24 years), focused on U.S. National Accounts, RIAs, and SFOs. In addition, Ed also served as Head of CSAM Latin America Institutional distribution to Pension Funds, Insurance Companies, Asset Managers, Private Banks, and large Family Offices. Ed lives in NJ with his wife, Alicia, and two sons. In his free time, you’ll find him with his family and friends on his boat navigating the Hudson River, Long Island Sound, and NJ shore.

Kyle Lortie, joined LarrainVial Securities U.S., LLC in April of 2023 to lead the sales and distribution efforts in the Northeast on behalf of our U.S. based Asset Management Partner Firms. Prior to joining LarrainVial Securities U.S., LLC, Kyle was at Appleton Partners where he served as Vice President, Institutional Sales. Previously, he was a Director of Intermediary Sales at RBC GAM. Kyle is a CFA charterholder and is an active member of CFA Society Boston. Kyle studied Management and Computer Science at Merrimack College where he was a four-year member and captain of the Men’s Soccer team. A Boston native, Kyle lives in Hingham, MA with his wife, Amanda, and their son, Landon. When not spending time with his family, you can find him on the golf course or somewhere remote with a bow and arrow in hand.

Kyle Lortie, joined LarrainVial Securities U.S., LLC in April of 2023 to lead the sales and distribution efforts in the Northeast on behalf of our U.S. based Asset Management Partner Firms. Prior to joining LarrainVial Securities U.S., LLC, Kyle was at Appleton Partners where he served as Vice President, Institutional Sales. Previously, he was a Director of Intermediary Sales at RBC GAM. Kyle is a CFA charterholder and is an active member of CFA Society Boston. Kyle studied Management and Computer Science at Merrimack College where he was a four-year member and captain of the Men’s Soccer team. A Boston native, Kyle lives in Hingham, MA with his wife, Amanda, and their son, Landon. When not spending time with his family, you can find him on the golf course or somewhere remote with a bow and arrow in hand.

Tom Donnelly, joined LarrainVial Securities U.S., LLC to lead the sales and distribution efforts in the Midwest on behalf of our U.S. based Asset Management Partner Firms. Tom has over 16 years of industry experience within distribution and business development. Prior to joining LarrainVial Securities U.S., LLC, he spent 15 years at Nuveen where he was a VP and product specialist covering private markets and alternative investments. Tom is a Midwest native and graduate of Northern Illinois University. He is also a CFP and CAIA charterholder, and an active member of the CAIA Society Chicago. Tom lives in Chicago with his wife, Madison, and their two dogs. He enjoys spending time with family, traveling, and is an avid skier.

Kim joined LarrainVial Securities U.S., LLC in January 2024 to serve as COO/Head of Strategy on behalf of our U.S. based Asset Management Partner Firms. Kim comes from an Investment Banking, Sales & Trading background. In her 13 years at Credit Suisse, she held a variety of roles across technology and trading, and was a Director of Sales in Credit Suisse’s AES, Electronic trading unit. Before her tenure at LV Distribution, Kim held a Business Development role at Liquidnet. Here, she focused on delivering global block trading solutions and relationship management for large Institutional Asset Managers and Hedge Funds. She is a proud lifelong resident of New Jersey, and an alumna of Rutgers College holding degrees in French and Economics. She enjoys travel, cultures, and the culinary arts, as is evident in her perpetual quest for new and exciting dining experiences.

Victoria Mukovozov, joined LarrainVial Securities U.S., LLC in May 2024 to help lead the sales and distribution efforts on behalf of our U.S. based Asset Management Partner Firms. Prior to joining LarrainVial Securities U.S., LLC, Victoria was a senior Business Development professional at Wellington Capital Management, AQR Capital, and Credit Suisse Asset Management where she specialized in SFO, MFO, and RIA clients. Victoria holds an MBA from Harvard Business School, and is a graduate of The Wharton School and The College of Arts & Sciences at The University of Pennsylvania. Prior to focusing on Business Development, Victoria was an Investment Banker at Goldman Sachs, a Private Equity investor at Bain Capital, and a Consultant at McKinsey & Co. Victoria enjoys splitting her personal time between her two homes in NYC and Miami Beach, interior decorating, and collecting modern art.

Steve Mendo joined LarrainVial Securities U.S., LLC in January of 2026 to help lead the sales and distribution efforts in the Midwest. Prior to joining LarrainVial Securities U.S., LLC, Steve spent time with Transamerica Asset Management as Director of Sales for RIA and Family Offices in the Midwest as well as Managing Director at Guggenheim Investments where he was responsible for raising assets with large broker dealers in the Midwest. Steve was born and raised in the Chicagoland area and still calls it home. During his time off you can find Steve working on his collection of classic cars or somewhere on the water looking for the next trophy fish to land.

Carl Iannacci joined LarrainVial Securities U.S., LLC in January of 2026. Carl brings more than 20 years of experience working with investment-allocating professionals across the institutional and advisory landscape. Throughout his career, he has focused on educating financial professionals on both traditional and alternative investment strategies, helping them better understand portfolio construction, risk management, and evolving market opportunities. He began his career in 2005 with Eaton Vance, where he worked closely with investment professionals to provide insight into a range of asset management solutions. Since then, he has continued to work with boutique asset managers, specializing in communicating complex investment strategies and supporting allocators in evaluating differentiated investment opportunities. Over the course of his career, Carl has developed long-standing relationships with financial advisors, institutional investors, and family offices, serving as a trusted resource for investment education and strategic insight. Carl lives on the North Shore of Massachusetts with his wife and their three boys. Outside of work, he is actively involved in youth sports in the community, including coaching baseball and supporting his sons' athletic teams.

Tracy Unger joined LarrainVial Securities U.S., LLC in June of 2026. Tracy brings more than 30 years of experience working with financial advisors and investment professionals across the wealth management landscape.

Over the course of her career, Tracy has worked closely with registered investment advisors, independent broker-dealers, wirehouses, private banks, trust companies, family offices, institutional investors, and investment allocators. She has held senior business development and distribution roles with both established and emerging asset managers, where she was responsible for expanding advisor relationships, supporting asset growth initiatives, and providing education on a wide range of investment strategies.

Tracy has extensive experience working with allocators and investment decision-makers, helping them evaluate investment opportunities, conduct due diligence, and identify strategies aligned with portfolio objectives. Her experience spans traditional and alternative investments, ETFs, income-oriented strategies, and portfolio construction solutions.

Tracy lives in the Nashville, TN area. Outside of work, she enjoys spending time with family and friends, traveling, hydroponic gardening, and staying active outdoors.

Brooke joined LarrainVial Securities U.S., LLC as Director of Marketing in June 2026, where she leads initiatives across digital brand development, strategy, sales enablement, and asset growth marketing.

Before joining LarrainVial Securities U.S., LLC, Brooke held marketing roles at Wellesley Asset Management and Easterly Asset Management. In these positions, she partnered closely with distribution teams to drive asset growth through advisor communications, thought leadership development, public relations, event strategy, and multi-channel digital marketing.

Brooke earned her Bachelor’s degree in Sport Management from Hendrix College, where she was a member of the Field Hockey team and performed in the Wind Ensemble, Orchestra, and Pep Band. Originally from New Hampshire, she spends her weekends skiing, playing in a local women’s field hockey league, and volunteering as a ski coach with New England Disabled Sports at Bretton Woods.