Fund Distribution

Selling Agreements
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Driven by our mission to provide comprehensive solutions to your distribution needs, our sales and distribution consultants work one-on-one with your fund to assist in defining and implementing your marketing and distribution plan. Through a series of personal meetings and phone calls, our consultants will provide you the tools and insight to formulate your marketing and distribution plan and can recommend third parties to help you with implementation.
Our sales and distribution consultants are available to introduce advisors to broker/dealers and their representatives. These efforts help empower funds in gaining selling agreements and finding an appropriate audience. By coordinating webinars and in person office visits with broker-dealer representatives and organizing conferences that showcase specific funds, our consultants are a great resource for funds.
OUR TEAM
DAVID JURCZAK
Sales and Distribution Manager
David Jurczak works with independent advisors and clients of Northern Lights Distributors, LLC (“NLD”), assisting them in obtaining new selling agreements by contacting broker/dealers and helping establish their fund(s) on broker/dealer platforms. He also assists clients in developing marketing and distribution plans by facilitating industry partnership opportunities. Mr. Jurczak brings over 16 years of experience in the financial services industry, including working with large mutual fund companies, independent broker dealers, registered investment advisory firms, and independent representative groups.
Mr. Jurczak most recently served as Retirement Plan Consultant for CPI Qualified Plan Consultants. Prior to joining CPI, he was Director of Business Development at Capital Evolution Group and Regional Director of Branch Development at Securities America Inc. Mr. Jurczak currently holds the Series 7 securities registration.
A graduate of Allegheny College with a Bachelor’s degree in economics, Mr. Jurczak earned his MBA from the University of Colorado.He currently resides in Denver. While away from the office, he is an avid cyclist, runner, hiker and camper.
MICHAEL LAMBATSOS
Sales and Distribution Manager
Michael Lambatsos joined Northern Lights Distributors, LLC (“NLD”) in January 2009. Mr. Lambatsos works with independent advisors and clients of NLD, assisting them in obtaining new selling agreements by contacting broker/dealers and helping establish their fund(s) on broker/dealer platforms. He also assists clients in developing marketing and distribution plans by facilitating industry partnership opportunities.
Prior joining NLD, Mr. Lambatsos was a wholesaler in the mortgage industry for five years. He is also a former New York City Police Officer.
A Cleveland, Ohio, native, Mr. Lambatsos has lived in New York City, New York, and Tampa, Florida, but currently makes his home in Scottsdale, Arizona. He spends most of his spare time with his wife and two daughters. Mr. Lambatsos’ interests include hiking and watching football. He is also fluent in Greek.
Mr. Lambatsos attended both Cleveland State University and New York University.
JONATHAN POYER
Sales and Distribution Manager
Jonathan Poyer joined Northern Lights Distributors, LLC (“NLD”) in November 2011. Mr. Poyer works with independent advisors and clients of NLD, assisting them in obtaining new selling agreements by contacting broker/dealers and helping establish their fund(s) on broker/dealer platforms. He also assists clients in developing marketing and distribution plans by facilitating industry partnership opportunities.
Prior to joining NLD, Mr. Poyer worked as a consultant with Gallup. He has also worked with Gemini Fund Services, LLC and Orion Advisor Services, LLC; affiliates of NLD.
Mr. Poyer graduated from the University of Chicago with a Bachelor’s degree in economics and earned his MBA degree from Brigham Young University. Mr. Poyer’s interests include running, swimming, playing basketball and spending time with his wife and daughter. He is also fluent in Chinese.
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