Industry

Citi Private Bank has hired two executives from Wells Fargo to serve as law firm group private banker and foreign exchange investment specialist.

Huntington Asset Services, Inc. a wholly owned subsidiary of Huntington Bancshares Incorporated, has appointed Joseph Rezabek as president of the company. Rezabek hails from Citi Fund Services, where he was managing director and head of North American Fund Services.

“Before allowing our reps to use social media, we needed a technology solution to handle our complex regulatory needs,” says Chad Oppedal, assistant director of compliance for the Principal Financial Group.

JPMorgan Securities, the brokerage arm of banking giant JPMorgan Chase & Co, is trying to lure advisers from Wall Street rivals with an unlikely pitch: "We're actually a small boutique."

JPMorgan Asset Management has hired Richard Gray as managing director and institutional client advisor, based in New York and focused primarily on corporate defined benefit plans and public fund retirement plan clients. This is a new position reporting to Andrea Lisher, East Team Lead for Institutional Advisory Sales at JPMorgan Asset Management.

Symetra Investment Services, Inc., the broker-dealer registered investment advisor arm of Symetra Financial Corporation, has hired John Forrest to serve as director of business development, responsible for managing relationships, development advisors and managing sales.

Symetra Investment Services, Inc., the broker-dealer registered investment advisor arm of Symetra Financial Corporation, has hired John Forrest to serve as director of business development, responsible for managing relationships, development advisors and managing sales.

J.P. Morgan Asset Management has hired Richard Gray as managing director and institutional client advisor, based in New York and focused primarily on corporate defined benefit plans and public fund retirement plan clients. This is a new position reporting to Andrea Lisher, East Team Lead for Institutional Advisory Sales at J.P. Morgan Asset Management.

More and more often, RIAs are outsourcing certain functions so they can spend more time with clients and stay competitive, according to the firm.

AXA Equitable has hired Amy Radin to the new position of senior executive vice president and chief marketing officer.