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Mary Erodes has helped J.P. Morgan - with $230 billion in fund assets, excluding money market funds - to stand out in its ability to bring in assets, particularly to equity funds at times when other firms saw outflows.
May 20 -
Helping other professional women learn how to network and connect is a personal mission of Marie E. Dzanis, the senior vice president, head of funds and intermediary distribution at Northern Trust Asset Management.
May 20 -
With a strategy to directly target institutional investors, Trizic, a digital wealth management technology startup, has attracted $3 million in seed funding.
May 20 -
Three bank breakaways join two former colleagues who started the independent firm Standard Investment Advisors last year.
May 20 -
A former H. Beck advisor joins Securities America after 27 years with the firm to explore some of the industry's latest technological advances.
May 19 -
Some of Kelley's biggest contributions have focused on clarifying fiduciary issues related to money markets, as she's been a vocal proponent of ensuring that money market funds remain investment options for institutional and retail investors.
May 19 -
The president and CEO of Charles Schwab Investment Management, Marie Chandoha has focused on lowering costs of funds, helping Schwab reduce the operating expense ratios on its market-cap ETFs by 0.07%.
May 19 -
Blake oversees a team of 60 portfolio managers globally, and more than 1,800 portfolios with assets in excess of $1.5 trillion across all equity index and advanced beta strategies.
May 19 -
King Financial Network president says the team went private for better accessibility and technology.
May 18 -
This list identifies 15 women influencing the broader fund provider industry and making a substantial impact on their organizations. All stand out for their unique leadership positions and for their propensity to help others rise in the field.
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