Content classifications

M&I's plan to expand its trust services nationally, plus executive changes at Citi and BNY Mellon, and more moves from the past week.

Calvert Foundation CEO and President Shari Berenbach will resign from the lead post she has held at the non-profit organization for nearly 14 years. Current Executive VP and Chief Lending Officer Lisa Hall will replace her in the interim.

Scout Investment Advisors Inc., a division of UMB, announced Wednesday that it hired Andrew Iseman as its chief executive officer.

Royal Bank of Scotland announced on Tuesday that it hired Rory Tapner as CEO of its Wealth Division.

Asset manager breaks away from Deutsche.

Wells Fargo adds Bonnie Humphrey and Christopher Ross to its Washington operation as part of expansion efforts.

AXA Investment Management has nabbed former Mercer Global CIO Tim Gardener to head global consultant relations.

The Kansas City-based unit of UMB Financial Corp. hired Andrew Iseman as its new CEO.

He will replace Gary Wendlandt, the current vice chairman and chief investment officer, who will retire at yearend.

After three months of an active industry search, Grubb & Ellis has opted to name Michael Rispoli, the current CFO of its investment subsidiary, as the new lead financial officer and executive VP for the real estate services investment firm.

While quantitative analysts may feel they are no longer taking the blame for the financial crisis, they believe their work is still “misunderstood” by top executives.

Kathleen Hegenbart remembers the moment, five months ago, that proved a turning point for her. As is often the case in real life, it was not a dramatic office showdown. It was lunch. On a Wednesday.

Bank of America Merrill Lynch has hired David Tyrie, formerly with Putnam Investments, as head of personal retirement services. He will report directly to Andy Sieg, head of retirement and philanthropic services division.

As the State of Wisconsin Investment Board continues a push toward risk aversion, its staff laid out new goals for the fixed-income portfolio that would look to find additional alpha minus any apparent investment hazard.

BNP Paribas Corporate and Investment Banking has appointed Matt Salvner as head of fixed-income solutions for the Americas, the firm announced.bnp-names-head-fixed-income-americasbnp-names-head-fixed-income-americas

RBC Wealth Management promoted Brian Fields to branch director and vice president of its Lemoyne Penn., office.

Stephen Lawrence, a financial advisor from Northern Trust Securities, makes the move to Wells Fargo Advisors.

Ivy Asset Management, the embattled hedge fund of funds is shedding one of its most prized assets as it prepares to close down—Patrick Thomson.

After joining Weiss Group as chief executive officer last week, Thomas J. Clarke, Jr. gets to have direct hands-on experience in expanding a wealth management firm, where he sees big opportunities for growth.

Rockefeller Financial has named Reuben Jeffery III chief executive officer.