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Socially responsible investment shop Calvert Investments has named Lynne Ford to the newly created position of Head of Distribution.
July 11 -
Socially responsible investment shop Calvert Investments has named Lynne Ford to the newly created position of Head of Distribution.
July 10 -
The Raleigh, N.C., company hired Charles Pendergraft, John Zachary Carnes, Cort Meinelschmidt, Chelsea Miller, J. Marshall Culp 3d, and James Beam.
July 10 -
Wealth management firm Glenmede hired Larry Hatch as director of its Cleveland office, the firms only office in Ohio.
July 10 -
Advisors Scott Christie, John Aitchison and Ryan Jennings will ply their trade from the firms new Scottsdale, Ariz. office.
July 10 -
Richard Ward ends a three decade-plus run at Merrill Lynch to join Stifel Nicolaus.
July 10 -
In an effort to enhance the technology it offers for personal financial advice delivered to the mass market, NestWise LLC, a unit of LPL Financial, will buy Veritat Advisors.
July 10 -
The industry veteran will be chief counsel and chief compliance and ethics officer in the in the Office of Compliance Inspections and Examinations.
July 10 -
San Francisco, Calif.-based consulting shop Callan Associates has hired today Yosangel G. Haddad as vice president, based in Callans new location in Summit, New Jersey.
July 9 -
The relationship with Orizon will allow us to provide focused, innovative wealth solutions to clients in an increasingly diverse geographic area, which is something our clients have been requesting," said Martin C. Bicknell, Mariner's CEO.
July 9
