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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 -
As chair of the Disciplinary and Ethics Commission at the CFP Board of Standards, certified financial planner Chris Beard takes his role seriously. "Our role is to be the gold standard in financial planning," he explains.
July 9 -
Financial services-focused private equity shop Lightyear Capital LLC has appointed Jerry W. Miller, former president and chief executive officer of Van Kampen Investments, as a senior advisor on behalf of its affiliated funds.
July 9 -
Austin, Texas-based Dimensional Fund Advisors has appointed Peng Chen as chief executive officer, Asia (ex-Japan). Chen joined Dimensional on July 1 from, where he served as president of its global investment management division.
July 9 -
Calamos Investments has created the three-person Calamos Value Equity Team, consisting of active, fundamental value investors Jeff Miller, Ariel Fromer and Tammy Miller.
July 9 -
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The SEC named Norm Champ director of the agencys division of investment management, replacing Eileen Rominger, who is retiring.
July 6 -
The Securities and Exchange Commission has named Norm Champ as director of the agencys Division of Investment Management, replacing outgoing Eileen Rominger, who is retiring.
July 5 -
BNY Mellon has hired Christopher Ross as a senior portfolio manager in its wealth management office in Washington, D.C.
July 5 -
Peter Young and Dana Grabarchuk will help grow the firms sales and trading operations.
July 5
