Leadership

Meet the talented team of professionals working together to fulfill Horizon’s mission to Empower the Advisor® to help their clients reach their financial goals.

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John Drahzal

President and Chief Executive Officer
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John Drahzal

President and Chief Executive Officer

Mr. Drahzal is President and Chief Executive Officer, and a member of the firm’s Executive Committee and Board of Directors. He oversees the company’s growth and acquisition initiatives and all aspects of the company’s operations, which include investment management, consulting, sales and marketing, technology, finance and legal.

Mr. Drahzal joined Horizon in 2017 and previously served as President, overseeing all aspects of the firm’s distribution strategy, including sales, marketing, and strategic account management.

Previous to Horizon, Mr. Drahzal served as President of Reich & Tang, at the time an investment affiliate of Natixis Global Asset Management, leading their growth initiatives. Prior to that, he held various leadership roles at Prudential Investments, eventually being named Head of Distribution, responsible for the firm’s mutual fund and separately managed account business. Mr. Drahzal began his career at Victory Asset Management and was part of the leadership team that launched the firm’s mutual fund business.

Mr. Drahzal is a graduate of Skidmore College with a B.S. in Business Administration and of Case Western Reserve University with an M.B.A. in Finance. He holds FINRA Series 7, 63, and 24 licenses.

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Scott Ladner

Chief Investment Officer
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Scott Ladner

Chief Investment Officer

Mr. Ladner serves as Chief Investment Officer and is the Chair of the Investment Committee for Horizon. In these capacities, he oversees all aspects of the Investment Management division for the firm. He also provides the Investment Management division with macro analysis and interpretation of global derivatives, credit, foreign exchange, equity, and funding markets. His previous roles at Horizon included Head of Risk and Director of Quantitative & Alternative Strategies.

Prior to joining Horizon in 2010, Mr. Ladner was a founder of Charlotte Global Advisors and Principal Guard, LLC. Mr. Ladner helped to launch an equity index volatility and dispersion trading unit at PEΔK6 Investments in Chicago, a proprietary listed option and volatility trading firm. Previously at First Union/Wachovia, Mr. Ladner founded and ran the equity swap and forwards portfolio while also managing equity option and volatility portfolios. He also co-founded and managed the Risk Arbitrage and Special Situations portfolio. Mr. Ladner then managed the swaption and cap/floor portion of the bank’s interest rate derivatives portfolio.

Mr. Ladner received his B.A. in Economics and Russian Language & Literature from the University of North Carolina at Chapel Hill.

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Stephen Terry

Chief Financial Officer

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Stephen Terry

Chief Financial Officer

Mr. Terry is CFO of Horizon and oversees all financial functions of the firm including financial planning and analysis, reporting, budgeting, banking, and capital raising. He is a member of Horizon’s Executive Committee. Additionally, Mr. Terry serves as the Principal Financial Officer of Horizon Funds.

Prior to joining Horizon in 2017, Mr. Terry spent over a decade in Private Equity, building businesses across a number of industries. Mr. Terry began his career at Capital One, where he managed several areas of the consumer lending business.

Mr. Terry studied engineering at Cornell University, earning both a BS and Masters in Operations Research while competing on the varsity Track & Field team. He also earned an MBA from Cornell’s Johnson Graduate School of Management, where he is a frequent guest speaker..

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Danielle Learned

Chief of Staff / Head of Sales Execution
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Danielle Learned

Chief of Staff / Head of Sales Execution

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.

Matt Chambers

Matt Chambers

General Counsel / Chief Compliance Officer
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Matt Chambers

General Counsel / Chief Compliance Officer

Mr. Chambers joined Horizon in 2014 as its General Counsel and Chief Compliance Officer; he has also been Chief Compliance Officer of Horizon Funds since 2015.

Prior to joining Horizon, Mr. Chambers was an attorney with the law firm of Kilpatrick Townsend & Stockton, where he focused on representing investment advisers and mutual funds.

He is a member of the National Society of Compliance Professionals, and is a regular speaker on investment management and compliance matters for ICI, NSCP and other industry groups.

Mr. Chambers received his JD from University of Georgia School of Law and a B.A. from The University of North Carolina at Chapel Hill.

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Calvin DeBoer

Chief Technology and Operations Officer
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Calvin DeBoer

Chief Technology and Operations Officer

Mr. DeBoer serves as Chief Technology and Operations Officer (CTO/COO) and is a member of the firm’s Executive Committee. He is responsible for establishing Horizon’s technology strategy and leading all aspects of the firm’s digital product and software development initiatives. He oversees the firm’s trading, operations, performance reporting, and data functions.

Mr. DeBoer has been a member of the Horizon team since 2007, when he joined as a research analyst. Shortly after that, he became Head of Trading for ETFs and, over the years, continued to add more senior roles and responsibilities in cyber security, software development, and technology strategy to his areas of oversight.

Mr. DeBoer graduated from the University of North Carolina at Charlotte with a B.S. in Business Administration. He is an avid programmer and a code contributor to Horizon’s proprietary software and several open-source projects.

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Austin Fitch, CFA®

Head of Consulting Solutions
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Austin Fitch, CFA®

Head of Consulting Solutions

Austin Fitch serves as the Head of Consulting Solutions, where he helps Horizon clients think creatively about investment solutions while also helping them innovate and scale their businesses in order to effectively grow their enterprise value. With areas of expertise in both portfolio and practice management, Austin advises clients on a number of topics in order to deliver a comprehensive consulting offering.

Austin has held a variety of leadership positions during his tenure at Horizon. He previously led the Portfolio Strategy Group, managing a team of analysts that provided customized portfolio solutions to many of Horizon’s clients. He has also served as a research analyst at Horizon, providing fundamental research to the Investment Management team in addition to supporting the firm in its trading operations and performance measurement functions.

Austin holds an MBA with a concentration in Finance from the University of Tennessee and a BS in Mathematics and a BA in Finance from Wofford College. He is a CFA® charterholder and holds FINRA Series 7, 63, and 65 licenses.

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Scott Ferrette

National Sales Director
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Scott Ferrette

National Sales Director

Scott Ferrette is the National Sales Director at Horizon Investments. In this capacity, Mr. Ferrette oversees and manages the external sales force and fosters an environment of efficient collaboration to address revenue targets and drive business growth across the team. He is also responsible for developing national sales strategies and setting business targets to support Horizon’s business objectives. Before his current role, Mr. Ferrette managed the Western sales division at Horizon as well as covering the states of California, Nevada and Hawaii, and was previously the firm’s regional director for the region.

Prior to joining Horizon in 2016, Mr. Ferrette was a Divisional at Smart Trust and covered the Pacific Northwest. He has worked as an investment professional for over 13 years, and he has maintained a strong commitment to delivering positive outcomes for financial advisors in each role.

Mr. Ferrette received a BS in Management from Eller College at the University of Arizona with a focus in management information systems.

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Carlos Barbosa

Head of Strategic Relationships
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Carlos Barbosa

Head of Strategic Relationships

As Head of Strategic Relationships, Carlos Barbosa, CIMA®, spearheads the development and cultivation of relationships with key clients, stakeholders, and distribution firms. His role is instrumental in identifying and leveraging opportunities to expand Horizon’s market presence. Mr. Barbosa’s tenure at Horizon includes significant leadership positions. As Eastern Division Director, he led a team of external regional directors, driving performance and growth across the region. Previously, as Northeast Regional Director, Barbosa focused on equipping advisors with effective strategies to help clients achieve their financial goals throughout various life stages.

Before joining Horizon Investments in 2014, Mr. Barbosa was a Vice President with First Trust Portfolios. Prior to that, Mr. Barbosa worked at several large firms, including Prudential Financial and Allstate Financial.

Mr. Barbosa received a bachelor’s degree in economics from the University of Massachusetts.

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Liz Cogswell

Head of Human Resources
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Liz Cogswell

Head of Human Resources

Liz Cogswell currently serves as the Head of Human Resources at Horizon Investments. Since 2012, Liz has developed and implemented all of the firm’s strategic HR initiatives to drive organizational success, ensure compliance with legal requirements, and foster a positive work environment for all employees. Before Horizon, Liz worked as an accountant for Potter & Company, conducting financial analysis and data reporting to support business decisions.

Liz holds a B.S. from Georgia State University and also received her Society for Human Resource Management-Certified Professional (SHRM-CP) certification in March of 2017.

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