- Money Management Executive
Dr. Joseph "Chick" Marshall evaluates and categorizes each wholesalers' management and sales style based on personality traits that fit into the acronym DISC.
October 15 - Money Management Executive
The Investment Company Institute has re-elected Merrill Lynch Investment Managers president Terry Glenn to a second consecutive one-year term as chairman of its Board of Governors and also elected 15 new members to the board.
October 15 - Money Management Executive
Merrill Lynch & Co. has announced several management changes. Thomas Davis, president of the firm's Corporate and Institutional Client Group (CICG), will become a vice chairman of Merrill and will lead an expanded private equity business. He will also now serve as head of the company's Global Securities Research & Economics Group.
October 15 - Money Management Executive
Teresa McRoberts, a portfolio manager and partner at Maximus Capital, is the latest alum to rejoin Fred Alger Management. McRoberts was a senior analyst with Alger from 1994 to 1998 and she will return as a senior VP and senior analyst.
October 15 - Money Management Executive
Social fund group Calvert of Bethesda, Md., has lured Kemal Ahmed away from his post as senior investment officer with the World Bank and has named him senior VP of its equities department, Calvert announced last week.
October 15 - Money Management Executive
Progress Investment Management Company has hired a new CIO to replace Clayton Jue, who is leaving the firm to pursue other interests. Donna Gilding will leave her position as CIO of the New York City Comptroller's Office to head up investing at Progress.
October 15 - Money Management Executive
Executive search and marketing firm Diversified Management Resources has hired Raymond O'Brien as director of business development, the company announced this week.
October 15 - Money Management Executive
Morningstar Investment Services, Morningstar's newly created asset management unit, has hired Jeff Winton to the newly created position of national sales director.
October 15 - Money Management Executive
In an effort to expand its online presence across the industry, Forward Management has hired a former Morgan Stanley Online executive to oversee its technology efforts.
October 15 - Money Management Executive
Mellon Financial Corp. has created a new asset management subsidiary dedicated to actively managed growth equity investing for institutional clients. The new subsidiary, Mellon Growth Advisors, will be the tenth unit within Mellon Institutional Asset Management. Mellon Financial is also the parent company of the Dreyfus family of mutual funds.
October 15