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In addition to the launch of its latest SRI fund, Bethesda, Md.-based Calvert Investments has also announced today the hiring of Amy Mathis as its new director of relationship management.
November 5 -
Jonathan Blackwood joined as a senior private banker, while David Noosinow joined as senior sales director to help develop business throughout Georgia and in Lexington and Louisville, Ky.
November 1 -
Pulling from Wells Fargo and Raymond James, the firm has added three advisors with over $200 million in AUM.
November 1 -
Hirings this month include Michael Maghini moving to Bank of America Merrill Lynch from Morgan Stanley; Mark Rabbe to RBC from UBS; Al Weaver and John Worcester to Ameriprise from Morgan Stanley, and promoted was Wells Fargo's Jim Hays to executive vice president and head of wealth brokerage services.
November 1 -
Look for changes in Artio Global Investors leadership, with Richard Pell stepping down as chairman and chief executive officer tomorrow.
October 31 -
A 25-year veteran of the financial services industry, Richard Wright, will serve Wedbushs Southern California office.
October 30 -
Eaton Vance Corp. has hired away an executive vice president from LPL Financial.
October 30 -
Wells Fargo Advisors Financial Network has added four practices.
October 29 -
Ascent Private Capital Management names two managing directors in Seattle area.
October 26 -
Value Line Funds has combined the Value Line U.S. Government Money Market Fund (VLCXX) into the Reich & Tang Daily Income Fund - U.S . Government Portfolio, effective October 19.
October 26 -
Terri Labrecque has been named head of marketing for BNY Mellons Asset Servicing business, Money Management Executive has learned.
October 25 -
Paul Cummings will serve as regional managing director for the Northeast Region, overseeing asset management and other services in New York and Philadelphia.
October 25 -
3D Asset Management today officially unveiled Vincent Leon as vice president and National Sales Manager overseeing all sales, marketing, and distribution for its Intermediary and Retirement channels.
October 25 -
Paladyne Systems has appointed Paul Cucurullo as senior director of sales to lead and develop the Paladyne offering for long-only asset managers and investment advisors.
October 24 -
Marc Jimenez, former regional director for Dimensional Funds, a $240 billion mutual fund family, has joined Cambridge Southern Financial Advisors to run the firms new Denver office.
October 24 -
Principal Funds president and CEO Nora Everett has been elected to the Investment Company Institute's Board of Governors.
October 24 -
Kathleen Gaffney, a member of Loomis, Sayles & Companys multisector full discretion fixed income portfolio management team, has left the firm to join Eaton Vance as co-director of Investment Grade Fixed Income.
October 23 -
Socially responsible shop Calvert Investments has added Darryl Keeton as director of internal sales, responsible for internal-external sales team partnerships and developing the firms internal sales team.
October 22 -
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October 19 -
MFS Investment Management has expanded its Defined Contribution Investments Only specialist sales team from seven to nine, with the addition of new positions in the Mid-West and Southeast.
October 16


