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La Jolla, Calif.-based Altegris, an alternative mutual fund shop, has hired Amy Bennett as its new director, sales strategy and channel marketing, reporting to Andrea Trachtenberg, chief marketing officer.
March 13 -
Putnam Investments today named Scott C. Sipple as head of investment product management and development, responsible for overseeing the firms equity, fixed income and global asset allocation product management and development teams.
March 13 -
During the transition, Ibis plans to retain its 83 client relationships representing $300 million in assets under management.
March 13 -
San Diego-based Planner William Blanton and his team at Vintage Wealth Capital Management brought their $170 million book of business to Washington Wealth Management this week, in the latest addition to the rapidly growing Middleburg, Va.-based RIA.
March 13 -
Ameriprise Financial has lured in two new advisor teams boasting more than $204 million in client assets from Merrill Lynch and Lincoln Financial.
March 12 -
Santa Fe, N.M.-based Thornburg Investment Management has promoted Rob McInerney, formerly a regional consultant, to the role of national sales manager, effective March 1.
March 12 -
Alexander Rorke has joined Louisville-based Hilliard Lyons as senior vice president and director of public finance.
March 9 -
Symetra Investment Services has hired a new director of business development away from Lincoln Financial Network, the retail sales and financial planning affiliates of Lincoln Financial Group.
March 9 -
Robert W. Baird & Co. has hired Morgan Stanley Smith Barney executive Mark T. Stevanovic to open the firms first wealth management office in Maine.
March 9 -
J.P. Morgan Worldwide Securities Services has hired Stephanie Miller as global head of the alternative investment services business. In this new role, Miller will oversee strategy and direction for the Private Equity & Real Estate Services and Hedge Fund Services at WSS.
March 9
