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River Road Asset Management has expanded its business development team with the hiring of Katrina Howard O'Leary as vice president of client services. In this role, she will work with institutional investment consultants and plan sponsors.
March 14 -
Three hires come from Morgan Stanley Smith Barney and another advisor joins from Oppenheimer & Co.
March 11 -
The new plans come as Baird plans to grow its advisor force by 150 in the next several years.
March 10 -
Saxo Bank announced it has reappointed Steen Jakobsen as its chief economist after leaving the Danish bank in early 2009 where he served as chief investment officer at Limus Capital Partners.
March 10 -
Industry veteran will head Russells defined contribution business.
March 10 -
Richard Davies is leaving AllianceBernstein to join Russell Investments as the head of its defined contribution business.
March 9 -
Roy Seay and Carolyn Edwards each worked at UBS for 11 years and together had $850,000 in annual production.
March 8 -
In an effort to continue its national expansion, U.S. Trust, a unit of Bank of America, has hired 14 wealth management executives.
March 8 -
The brokerage adds Rob Pietroburgo from Wells Fargo to its Springfield, Ill., branch as part of its advisor and branch expansion strategy.
March 8 -
New advisor growth increased by more than 60% from a year earlier.
March 8
