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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. He will also assume the role of president of Thornburg Securities Corp., succeeding Jack Gardner in both positions.
March 8 -
The Investment Company Institute has promoted Kathleen Joaquin to the position of chief industry operations officer, replacing 25-year veteran Donald Boteler, who retired earlier in the month.
March 8 -
Lighthouse Partners, a fund-of-hedge-funds and managed account investment adviser has taken a minority stake in 361 Capital, a Denver-based provider of alternative investment mutual funds, separate accounts and limited partnerships to institutions, financial intermediaries and high-net-worth investors.
March 8 -
Investors regained some of their swagger Wednesday, pushing the Dow Jones Industrial Average up 78.18 points to 12,837.33 one day after recording its largest loss of the year.
March 7 -
Santa Fe, NM-based Thornburg Funds has promoted Rob McInerney, formerly a regional consultant, to the role of national sales manager, effective March 1. He will also assume the role of president of Thornburg Securities Corp., succeeding Jack Gardner in both positions.
March 7 -
San Francisco, Calif,-based Callan Associates, an investment consultant, has hired Benjamin Taylor as vice president, responsible for investment structure reviews, fee analyses and record keeping searches.
March 7 -
Mutual funds started February with a roar but ended the month with a whimper.
March 7
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361 Capital, a provider of alternative investment mutual funds, separate accounts, and limited partnerships to institutions, financial intermediaries, and high-net-worth investors, has entered into a strategic partnership with Lighthouse Partners, a fund-of-hedge-funds and managed account investment adviser.
March 7 -
The Investment Company Institute has promoted Kathleen Joaquin to the position of Chief Industry Operations Officer, replacing 25-year veteran Donald Boteler, who retired earlier in the month.
March 7 -
Citi Private Bank has hired two executives from Wells Fargo to serve as law firm group private banker and foreign exchange investment specialist.
March 7
