-
J.P. Morgan Worldwide Securities Services has hired Stephanie Miller as Global Head of the Alternative Investment Services business.
March 8 -
imensional Fund Advisors has appointed Steve Clark, formerly head of portfolio management, as head of the North American Institutional group. He replaces Dave Schneider, who is retiring.
March 8 -
It's official: BlackRock, Inc. today says it has completed its acquisition of the Toronto-based Claymore Investments, Inc.
March 8 -
The new hire, Joseph Zidle, guided investing strategy for almost $2 trillion in individual investor assets in his prior role.
March 8 -
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. He will also assume the role of president of Thornburg Securities Corp., succeeding Jack Gardner in both positions.
March 8 -
The Investment Company Institute has promoted Kathleen Joaquin to the position of chief industry operations officer, replacing 25-year veteran Donald Boteler, who retired earlier in the month.
March 8 -
Santa Fe, NM-based Thornburg Funds has promoted Rob McInerney, formerly a regional consultant, to the role of national sales manager, effective March 1. He will also assume the role of president of Thornburg Securities Corp., succeeding Jack Gardner in both positions.
March 7 -
San Francisco, Calif,-based Callan Associates, an investment consultant, has hired Benjamin Taylor as vice president, responsible for investment structure reviews, fee analyses and record keeping searches.
March 7 -
361 Capital, a provider of alternative investment mutual funds, separate accounts, and limited partnerships to institutions, financial intermediaries, and high-net-worth investors, has entered into a strategic partnership with Lighthouse Partners, a fund-of-hedge-funds and managed account investment adviser.
March 7 -
The Investment Company Institute has promoted Kathleen Joaquin to the position of Chief Industry Operations Officer, replacing 25-year veteran Donald Boteler, who retired earlier in the month.
March 7