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New York Life, the parent company of Mainstay Investments, has hired Don Desiderato as senior managing director and chief technology officer.
March 1 -
As the banking industry continues its consolidation trend, advisors will increasingly find themselves in search of greener pastures for themselves and their clients.
March 1 -
David Mook, a 29-year veteran of JP Morgan Chase, will lead U.S. Banks private banking services, focusing on the needs of high-net-worth and ultra-high-net-worth clients and family-owned businesses.
February 28 -
Scout Investments has found new leadership for its institutional distribution team.
February 28 -
Julie Castle will succeed George Feiger as CEO of Contango Capital Advisors, Zions wealth management subsidiary.
February 27 -
Newfleet Asset Management, an affiliated manager of Virtus Investment Partners, has named Christopher Kelleher has been named senior managing director and head of institutional asset management.
February 27 -
BlackRock, the worlds biggest asset manager, replaced portfolio managers at funds including those that invest in energy as it seeks to improve performance at actively run products.
February 27 -
Three American Century Investments portfolio managers are popping the champagne after their latest promotions.
February 26 -
Echo Point Investment Management has a new head of sales and marketing.
February 26 -
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Vanguard has made five key investment management appointments as part of what it says is its long-standing practice of periodically rotating members of its investment management teams to broaden their experience and provide them with new responsibilities.
February 22 -
Guggenheim Investments is liquidating nine exchange-traded funds to make room for other "products that have demonstrated the most marketplace demand."
February 22 -
Crestview Partners has announced that it will acquire Victory Capital Management from KeyCorp for $246 million.
February 21 -
The Thompson Investment Management family last week lost one of their own in the form of Donald Nichols, who passed away on February 15. Nichols had been a director at the firm since the firms founding in 1987.
February 20 -
Forward Management welcomes a macro strategist and portfolio manager to its investment team.
February 19 -
Bruce Stewart will lead the team in Boston and handle all Boston-related investment business.
February 19 -
After less than a year of striking out on its own, Pyxis Capital is right back to where it started.
February 15 -
T. Rowe Price has made an addition to its Defined Contribution Investment Only team hoping to continue its momentum in the retirement space.
February 14 -
Mary Justice joined the Private Client Reserve as the units greater Seattle market leader from Marsh Inc.
February 14 -
Robert Doll has been named portfolio manager of Nuveen Santa Barbara Long/Short Equity Fund, according to a regulatory filing.
February 13
