Industry

Robeco Investment Management has named Kerry James as head of institutional distribution, effective June 1.

Brian Schaub and Chad Meade, fund managers who quit Janus Capital Group this month, have joined Arrowpoint Partners, a Denver-based hedge-fund firm co-founded by their former colleague David Corkins.

Vishal Bakshi moved to Merrill Lynch’s Private Banking and Investment Group in New York after managing more than $1 billion in client assets at Credit Suisse.

The firm picked up a 32-year industry veteran in Rochester, N.Y.

It took four years of dreaming, and nine months of late nights and hard planning, but now it’s real. Dave Grant is running his own RIA and he's taking us along for the journey.

In college, Jeff Dobyns spent four hot, humid summers selling books door-to-door in the rural southeast for Southwestern Co. After graduating, he and his colleagues dove into the financial services sector—a career with air conditioning.

As an advisor in San Diego in the early 2000s, Joseph DeFalco's business was doing well. He had built a strong client base, but the office itself was in trouble. Turnover in management had reduced headcount so that by his sixth year the branch consisted of just him and one other advisor. The office was about to be closed in 2006 when they handed DeFalco the keys. "Now we look back and laugh at it, but it definitely wasn't easy," he says.

JPMorgan Chase & Co. hired Travis Machen from Morgan Stanley to run corporate banking for hedge funds, money managers and other mid-sized financial firms.

Baird has snapped up an advisor with $200 million in AUM from William Blair, an employee-owned brokerage in Chicago.

Aberdeen Asset Management last week wrapped up its acquisition of Artio Global Investors, a U.S. publicly-listed asset manager, effective May 21.