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Hartford Funds has named Eric Levinson senior national account manager, responsible for developing and strengthening the relationships with Hartford Funds' largest broker dealer clients and coordinating relationship management with sales, marketing, product and operations.
March 22 -
ICI Global has hired Elizabeth Todd as Director of Global Legal Affairs. Todd hails from the Financial Services Authority, where she was the Alternative Investment Funds Management Directive policy lead on the investment funds team.
March 22 -
Sentinel Investments has promoted three of its portfolio managers.
March 21 -
Heather Borelli, a former senior associate of Abbot Downing, will provide clients of the banks Private Client Reserve unit with integrated investment services.
March 21 -
A Financial Industry Regulatory Authority arbitration panels rejection of compensatory damages requests from both Morgan Stanley and one of its former brokers is the latest example of how deals for sign on bonuses can sour when a new position does not work out.
March 20 -
Grandeur Peak Global Advisors is growing.
March 19 -
Sentinel Investments has hired Jason Ronovech, as lead portfolio manager of both the Sentinel Small Company Fund (SAGWX) and Sentinel Mid Cap Fund (SNTNX).
March 19 -
The Certified Financial Planner Board of Standards, Inc. has added two newly created positions.
March 18 -
Two brand name firms are extending their exchange-traded fund distribution venture. Fidelity Investments and BlackRock has teamed again up to bring iShares ETFs to Fidelity's army of investors.
March 17 -
Nationwide Funds Group, the mutual fund business of Nationwide Financial, has added five new wholesalers to its sales team.
March 14 -
Ty Schlobohm and Mark Ambrose joined as private client advisors, while Mark Broderick joined as a private client consultant.
March 13 -
Paul Springmeyer joined the banks Private Client Reserve unit as a senior portfolio manager and John Ostrand joined as a trust officer.
March 11 -
Munder Capital Management has hired Jim Kourkoulakos, a former portfolio manager and co-head of credit research at California Public Employees Retirement Service (CalPERS), as a senior portfolio manager for fixed income.
March 11 -
Kristen Pelling has joined Putnam Investments to fill a new role focused on large market defined contribution recordkeeping sales.
March 11 -
Forbes has compiled its list of the world's billionaires and a few mutual fund executives have made the cut.
March 8 -
Expect improvements in kasina's productivity benchmarking and advisor insights services with the hire of a new product manager.
March 8 -
Neuberger Berman has appointed Hirofumi Gomi, former commissioner of the Financial Services Agency (FSA) of Japan, as executive adviser of its East Asian operations, effective March 1.
March 6 -
In an effort to expand its investment abilities in international equity markets, Fred Alger Management has hired a team of experts from Allianz Global Investors, the New York-based firm announced Tuesday.
March 6 -
Forbes has compiled its list of the world's billionaires http://www.forbes.com/billionaires/ and a few mutual fund executives have made the cut.
March 6 -
Robert Stevenson, a 14-year veteran of Northern Trust Co., will provide high-net-worth clients with integrated investment services.
March 6


