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Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services. His primary responsibility will be launching enterprise sales and marketing initiatives for the companys marketing tool for financial advisors, FiPath for Advisors.
March 14 -
Cantor Fitzgerald has named two managing directors of sales for its Prime Services Group. Both John Fiore and Marc Young will be responsible for business development and origination for hedge fund clients. In a joint statement, the two newcomers expressed their hope to be part of a growth story at Cantor Prime Services because the mid-market hedge fund space continues to be underserved by investment firms.
March 13 -
Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services.
March 13 -
Goldman Sachs has reshuffled a number of senior positions in its equities division in response to recent executive departures.
March 13 -
La Jolla, Calif.-based Altegris, an alternative mutual fund shop, has hired Amy Bennett as its new director, sales strategy and channel marketing, reporting to Andrea Trachtenberg, chief marketing officer.
March 13 -
Putnam Investments today named Scott C. Sipple as head of investment product management and development, responsible for overseeing the firms equity, fixed income and global asset allocation product management and development teams.
March 13 -
During the transition, Ibis plans to retain its 83 client relationships representing $300 million in assets under management.
March 13 -
San Diego-based Planner William Blanton and his team at Vintage Wealth Capital Management brought their $170 million book of business to Washington Wealth Management this week, in the latest addition to the rapidly growing Middleburg, Va.-based RIA.
March 13 -
Ameriprise Financial has lured in two new advisor teams boasting more than $204 million in client assets from Merrill Lynch and Lincoln Financial.
March 12 -
Santa Fe, N.M.-based Thornburg Investment Management has promoted Rob McInerney, formerly a regional consultant, to the role of national sales manager, effective March 1.
March 12
