Industry

Jacques Longerstaey has joined F-Squared Investments as a senior vice president of investments.

LPL Financial is pushing to expand services for high-net-worth clients. In the company's most recent move, its wholly owned Private Trust Co. subsidiary has announced strategic plans to build on its rapid growth of 25% over the last three years.

Morgan Stanley financial advisor Bruce Munster, number 21 on the Top 40 Under 40 list, says that sitting down with a local billionaire was a tipping point for understanding what wealthy clients want.

The RIA market continues to grow, but it wound up in second place last year.

Dallas-based Pyxis Capital has added a wholesaler to cover the New York Metropolitan area.

Hartford Mutual Funds has named Jac McLean as head of distribution, a newly created position, responsible for retail sales, institutional sales and key account management.

Morgan Stanley advisor Anthony C. Jones, who ranks at number 22 on the Top 40 Under 40 list, focuses on helping entrepreneur clients move away from concentrated stock portfolios.

Brett Meili recently joined U.S. Bancorp Fund Services as legal counsel to provide support for the organizations’ growing alternative investment products and services.

Jay Nolan has joined RiverNorth Capital Management, LLC as a portfolio specialist to act as a liaison between investors and portfolio managers.

A former Edward Jones advisor has jumped to Hilliard Lyons in Paducah, Kent.