Wednesday, May 16, 2012

Bank of America Corporation Names Bill Williamson

Bank of America Corporation announced that Bill Williamson has been named Maine state president. He replaces Betsey Timm.

As state president, Williamson will help integrate Bank of America business lines throughout Maine. He will also oversee corporate social responsibility activities including philanthropic giving, community development lending and investing, environmental initiatives, diversity efforts, arts and culture projects, and employee volunteerism.

In addition to his responsibilities as state president, Williamson is a senior client manager in Bank of America’s global commercial bank. In that capacity, he serves a diverse group of public and private companies in Maine, New Hampshire and Vermont. -Business Wire


Sector: Diversified Financial Services | Tags: | People: Bill Williamson, Betsey Timm

Rodman & Renshaw Capital Group Appoints Kevin Lupowitz

Rodman & Renshaw Capital Group announced the appointment of Kevin Lupowitz as chief executive officer of the company, effective September 1, 2012. He will succeed Edward Rubin. He will become a member of the company’s board of directors, effective immediately.

Lupowitz presently is the chief executive officer of direct markets. -Business Wire


Sector: Investment Banking | Tags: | People: Kevin Lupowitz, Edward Rubin

Northern Trust Corporation Appoints Sheldon Woldt

Northern Trust has appointed Sheldon Woldt to the newly created role of head of the Middle East.

Woldt is responsible for the continued growth of its business in the region. He will be working with Europe, Middle East and Africa regional management, and drawing on Northern Trust’s asset servicing, asset management and wealth management expertise to serve institutional asset owners, asset managers and family office clients. He will re-locate from Chicago to Abu Dhabi, reporting to Penelope Biggs, head of the institutional investor group, EMEA. Locally, he will work closely with Michael Slater, head of the Abu Dhabi office, and Kais Abbas, head of investment business development.

Woldt has been with Northern Trust since 1983 during which time he has worked with a range of Middle East clients across a number of sectors. -Business Wire


Sector: Investment Management | Tags: | People: Sheldon Woldt, Penelope Biggs, Michael Slater, Kais Abbas

Investview Names J. Randy MacDonald

Investview has named J. Randy MacDonald as president. He will also assume the duties of chief financial officer.

MacDonald was most recently global head of retail at MF Global. He was a director at GFI Group (GFIG) from 2006 to 2008, and was chairman of the compensation committee and a member of the audit committee. -PR Newswire


Sector: Diversified Financial Services | Tags: | People: J. Randy MacDonald
Tuesday, May 15, 2012

Cantor Fitzgerald & Co. Appoints Diego Baez, George Medina, Jose Berges, Mauro Orefice and Francisco Romero

Cantor Fitzgerald & Co. announced that it is strengthening its international equities and fixed income sales and trading business with several key appointments.

Diego Baez, formerly of Terra Futuros, has been named managing director of Latin American equities.

Baez will focus on building the team and form strategic joint ventures and DMA Connectivity in Latin American markets. He was the head of electronic trading at Terra Futuros where he helped build the company’s electronic trading business.

George Medina, formerly of S.J. Levinson & Sons, has been named director of Latin American sales.

Medina was previously was managing director with S.J. Levinson & Sons where he managed a portfolio of sales teams and accounts.

Jose Berges, formerly of Interacciones Casa de Bolsa, has been named director of Latin American sales.

Berges was director at Interacciones Casa de Bolsa where he developed the company’s international institutional client base.

Mauro Orefice, formerly of Interbolsa Securities, joins as director of Brazilian sales.

Orefice was most recently was head of sales and trading for Interbolsa Securities where he participated in setting up the institutional trading desk covering clients from the U.S., Europe and Latin America.

These individuals will report to Jarred Kessler, global head of equities. Baez and Medina will be located in New York; Berges and Orefice will be located in Miami.

In addition, Francisco Romero, formerly of Macquarie Capital, has been named managing director of emerging markets, joining Charles Cortellesi and Erich Bauer-Rowe, recently named co-heads of the debt capital markets’ emerging markets division.

Romero previously was associate director at Macquarie Capital in the emerging markets trading division focused on Central American and Caribbean credits, and a vice president in the Latin American sales team at Refco Securities. -PR Newswire


Sector: Investment Banking | Tags: | People: Diego Baez, George Medina, Jose Berges, Mauro Orefice, Jarred Kessler, Francisco Romero, Charles Cortellesi, Erich Bauer-Rowe

Deutsche Bank AG Adds Joseph Spinelli, Brad Kurtzman, Jeff Christian, Jonathan Simon and Zahid Biviji

Deutsche Bank AG announced five senior additions to its equities business in North America.

Joseph Spinelli will join the bank in August as a managing director and head of North America cash equity trading. He will be based in New York and report to Thomas Patrick, head of equities for North America.

Spinelli joins from Goldman Sachs & Co., where he was a managing director and financial services sector head for equity trading. Prior to Goldman, he was the head equity trader at Ziff Brother Investments.

Brad Kurtzman will join the bank in July as a managing director and head of quantitative trading. He will be based in New York and report to Patrick.

Kurtzman brings more than 12 years of trading experience, most recently as head of US equity derivatives trading at Citibank.

Jeff Christian will join the bank in July as a managing director in equity derivatives sales, based in San Francisco. He will oversee West Coast coverage and report to Greg Kuppenheimer, head of US equity derivatives sales.

Christian will join the bank from Credit Suisse, where he spent four years managing West Coast equity derivative sales. Prior to Credit Suisse, he was an executive director at Morgan Stanley, covering hedge funds and asset managers.

Jonathan Simon will join in July as a managing director in equity derivatives sales. In this New York-based role, he will manage relationships with hedge funds and asset managers, and report to Kuppenheimer.

Simon has more than 20 years of experience and spent the last eight years as a managing director in equity derivative sales at Citigroup.

Zahid Biviji started in April as a managing director in index flow trading. He is based in New York and reports to Tom Jarck, head of US index flow trading.

Biviji joined from Bank of America Merrill Lynch where he spent more than 10 years, most recently as head of US single stock options trading. -Business Wire


Sector: Diversified Capital Markets | Tags: | People: Joseph Spinelli, Thomas Patrick, Brad Kurtzman, Jeff Christian, Greg Kuppenheimer, Jonathan Simon, Zahid Biviji, Tom Jarck

Credit Suisse Appoints Jose Olympio Pereira

Credit Suisse has appointed Jose Olympio Pereira as president.

Olympio Pereira is responsible for the areas of investment banking, private banking and assets management. He replaces Antonio Quintella, who has been appointed as chairman of the board of Credit Suisse Hedging Griffo.

Olympio Pereira previously managed the investments banking business of credit in Brazil and brings with him executive Marcelo Kayath, also from the investment banking area, to manage the variable and fixed income areas for Latin America.


Sector: Diversified Capital Markets | Tags: | People: Jose Olympio Pereira, Antonio Quintella, Marcelo Kayath

JPMorgan Chase & Co. Names Matt Zames and Daniel Pinto

JPMorgan Chase & Co. announced that Matt Zames, currently co-head of global fixed income in the investment bank and head of capital markets within the mortgage bank, will succeed Ina Drew as the firm’s chief investment officer and continue in his mortgage-related responsibilities. He will also join the firm-wide operating committee.

Daniel Pinto, currently co-head of global fixed income with Zames, will become sole head of the group. He will also remain CEO of Europe, Middle East and Africa region, based in London. -Business Wire


Sector: Diversified Financial Services | Tags: | People: Matt Zames, Ina Drew, Daniel Pinto

3i Group Names Simon Borrows

Simon Borrows is set to be named as chief executive of 3i Group.

Borrows, who joined as chief investment officer, will take over from Michael Queen.


Sector: Investment Management | Tags: | People: Simon Borrows, Michael Queen

Hancock Agricultural Investment Group Names Paul Joerger

Paul Joerger has been named vice president and director of asset management for the Hancock Agricultural Investment Group, effective immediately. He will be based in Boston and report to Oliver Williams, the president of HAIG.

Joerger will be responsible for directing farmland property manager relationships as well as acquisition and disposition processing, including financial modeling and investment presentation. He will also be responsible for the group’s property-level risk management and farmland appraisal program.

Before joining the the company, Joerger was an area vice president and part of the senior management team at Farmers National Company based in Overland Park, Kansas. -PR Newswire


Sector: Investment Management | Tags: | People: Paul Joerger, Oliver Williams

John C. Weisenseel Joins AllianceBernstein Holding

AllianceBernstein Holding announced that John C. Weisenseel, age 52, has joined as senior vice president, chief financial officer and general partner of the company effective May 14, 2012. He succeeds Edward J. Farrell, who had served as interim chief financial officer since February 2011, would resume his role as corporate controller and chief accounting officer.

Weisenseel will lead all global finance and reporting functions for the firm and report to the company’s chief operating officer, James A. Gingrich.

Weisenseel joins the firm from The McGraw-Hill Companies, where he most recently served as senior vice president and chief financial officer of Standard & Poor’s since 2007. -SEC Form 8k


Sector: Investment Management | Tags: | People: John C. Weisenseel, Edward J. Farrell, James A. Gingrich
Monday, May 14, 2012

Citigroup Appoints Amol Gupte

Citigroup has appointed Amol Gupte as Citi transaction services (CTS) head for the Asia Pacific region. He will be based in Hong Kong and will report to Rodrigo Zorrilla, Citi chief operating officer Asia Pacific and Francesco Vanni d’Archirafi, CEO CTS.

In this new role, Gupte will become a member of the CTS executive and management committees as well as the Asia Pacific executive and operating committees.

A 23-year Citi veteran, Gupte is currently the head of Citi’s treasury and trade solutions for the North America region. Prior to assuming that role in April 2008, he has held numerous positions in CTS, including head of cash management for North America, head of Payments for EMEA, head of cash management for Western Europe, as well as head of transaction services for Citi India sub-continent. Before joining CTS, he was with Citi’s consumer bank in India and held roles in sales, product management and treasury. -Economic News


Sector: Diversified Financial Services | Tags: | People: Amol Gupte, Rodrigo Zorrilla, Francesco Vanni d'Archirafi

Freddie Mac Appoints Donald Layton

Donald Layton, the former chief executive of brokerage firm E*Trade Financial Corp, will be the next CEO of Freddie Mac.

Layton will succeed Charles E. Haldeman Jr. -Business Wire; Associated Press Financial Wire


Sector: Banks and Thrift | Tags: | People: Donald Layton, Charles E. Haldeman Jr.

John W. Stilmar Joins JMP Securities

JMP Group announced that John W. Stilmar will join JMP Securities as a director and senior research analyst. He is due to begin his employment in July.

Stilmar, who follows financial services, including commercial and specialty finance companies, has spent nearly four years as a director and senior research analyst at SunTrust Robinson Humphrey, where he covered a variety of financial services companies, including commercial banks, commercial finance companies, business development companies and other specialty lenders. He formerly served as a vice president and senior equity analyst at Friedman, Billings, Ramsey & Co., covering transportation finance and other commercial lenders after initially following consumer finance companies, mortgage banks and mortgage REITs as a research associate. He began his career as an analyst in the corporate planning group at Capital One Financial Corporation. -Business Wire


Sector: Investment Banking | Tags: | People: John W. Stilmar

Northern Trust Corporation Appoints Steve David

Northern Trust Corporation has appointed Steve David as country head – Luxembourg. He has been based in Northern Trust’s Luxembourg office since joining the organisation in 2004.

In his new role, David will be responsible for leading and managing the continued expansion of the organisation’s specialist fund servicing and custody operations in Luxembourg, which serves clients around the world. He replaces Ian Baillie, and will report to Toby Glaysher, head of Northern Trust’s global fund services activities in Europe, Middle East and Africa (EMEA).

Most recently, David was managing director of the Luxembourg management company. -Business Wire


Sector: Investment Management | Tags: | People: Steve David, Ian Baillie, Toby Glaysher

Hignell Names Phil Larios

Hignell has named Phil Larios as chief executive officer and chairman of the board. He succeeds Doug Hignell, who will still be actively involved in the company.

Larios will continue to be responsible for day-to-day operations, as well as the overall strategic direction of the company.


Sector: Real Estate | Tags: | People: Phil Larios, Doug Hignell
Friday, May 11, 2012

HSBC Holdings Names Melvyn Ford

HSBC Holdings named Melvyn Ford as head of prime services in Asia on May 10, 2012.

Ford, who has spent 17 years in Asia, joined HSBC in 2010 to lead the global relationship management function for hedge funds in the region. Previously, he worked for prime services units at Bank of America Merrill Lynch and Deutsche Bank AG. -HedgeWorld Daily News


Sector: Banks and Thrift | Tags: | People: Melvyn Ford

Sandra M. Haas Joins Perella Weinberg Partners

Perella Weinberg Partners announced that Sandra Haas has joined the firm as a partner and deputy head of the firm’s asset management business.

Based in New York, Haas will work closely with all functional areas within asset management, and will join the firm’s management committee.

Prior to joining Perella Weinberg Partners, Haas was a managing director and head of the pensions, endowments and foundations coverage team at Morgan Stanley. -Business Wire


Sector: Investment Banking | Tags: | People: Sandra Haas

Guy Carpenter & Company Appoints Andrew Marcell, Pete Chandler and Kevin Fisher

Guy Carpenter & Company has tapped two men to lead the company’s U.S. operations. Andrew Marcell will take up the CEO position, while the COO spot will go to Pete Chandler.

Marcell will immediately relocate to New York from London, where he has served as Guy Carpenter’s CEO of global practices and head of placement strategy since 2010.

Chandler, who has been with the company since 2009, previously served as head of the company’s U.S. eastern region and head of the western region before that.

Kevin Fisher has been named CEO of the firm’s global specialties, comprising Lloyds property, retrocession, marine, aviation and North American placement.  -BestWire


Sector: Insurance | Tags: | People: Andrew Marcell, Pete Chandler, Kevin Fisher

WRM America Holdings Names William Malloy

WRM America Holdings announced that, effective immediately, William Malloy has been named president, and will be responsible for the management of WRM America and its subsidiary companies.

Malloy has extensive management experience in the insurance industry as both an underwriter and a broker.


Sector: Insurance | Tags: | People: William Malloy
Thursday, May 10, 2012

Credit Suisse Group Appoints Eddy Sze and Richard Wong

Credit Suisse Group announced the appointment of senior bankers Eddy Sze and Richard Wong to strengthening its Greater China private banking team who will further grow its client-servicing capabilities and business.

Sze has been appointed a managing director and market Leader for Greater China, effective from July 16, 2012. He will be based in Hong Kong reporting to Anna Wong, market area head Greater China.

Wong has joined the company as a director and team leader for Greater China and will report to Sze. -RTTNews


Sector: Diversified Capital Markets | Tags: | People: Eddy Sze, Richard Wong, Anna Wong

Christopher Townsend To Join MetLife

MetLife announced that Christopher Townsend will join the company as head of its Asia region, consisting of Japan, Korea, Australia, Hong Kong and China. He will be based in Hong Kong.

Townsend will report to the CEO and become a member of the company’s executive management team.

Townsend joins MetLife from Chartis, where he most recently served as chief executive officer of the company’s Asia-Pacific region. Earlier, he was the CEO for Hong Kong, head of mergers and acquisitions, and held a number of senior leadership roles in Hong Kong, Singapore, London and Sydney. He joined Chartis in the United Kingdom in 1991 and has spent more than half of his 21-year career in the company’s Asia-Pacific region. -Business Wire


Sector: Insurance | Tags: | People: Christopher Townsend

Grubb & Ellis New Mexico Appoints John Ranson and Marti Patridge

Grubb & Ellis New Mexico announces John Ranson and Marti Patridge will replace and assume the duties of CEO Will Steadman.

Ransom, who has been with the firm 14 years, has been also been promoted to managing director of brokerage operations, a hybrid position in which he’ll continue to be involved in deals in the field while representing the firm in the community.

Patridge, who joined the company in 1992 and was promoted to president in 2002, will run day-to-day operations.


Sector: Real Estate | Tags: | People: John Ranson, Marti Patridge, Will Steadman

Aidan Grimes and Brian Cleary Joinn CBRE Group

CBRE Group announced that Aidan Grimes and Brian Cleary are to join and lead the Dublin CBRE property and asset management team (PAM).

Grimes will join as executive director and head of PAM. He has over 25 years of experience in the property industry and was formerly a director and head of property and asset management at Bannon Commercial, having previously held senior positions with Land Securities in the UK and Green Property in Ireland.

Cleary joins as director, heading up PAM operations. He has been director of property management with Colliers. -Irish Independent


Sector: Real Estate | Tags: | People: Aidan Grimes, Brian Cleary

The PrinceRidge Group Adds Mike Grady and Ryan Fischer

The PrinceRidge Group announced that it has added Mike Grady and Ryan Fischer as managing directors in investment banking. They will be located in Charlotte, North Carolina and report to John McNicholas, managing director, head of investment banking and co-head of corporate finance and Lee Harrs, managing director and co-head of corporate finance.

Grady comes to PrinceRidge from Morgan Keegan & Company where he was managing director and head of the retail investment banking group.

Fischer joins PrinceRidge from Morgan Keegan & Company where he served as senior vice president in charge of the restaurant banking group. -Business Wire


Sector: Investment Banking | Tags: | People: Mike Grady, Ryan Fischer, John McNicholas, Lee Harrs

Malik Fal Joins Omidyar Network

Omidyar Network announced that Malik Fal has joined the philanthropic investment firm as managing director for Africa.

Based in Johannesburg, Fal will lead efforts to increase investments on the continent, as well as to partner more closely with the organization’s Africa-based investees.

Fal most recently was managing director of Endeavor South Africa. -PR Newswire


Sector: Investment Management | Tags: | People: Malik Fal

The Boston Company Asset Management Names Adam B. Joffe

The Boston Company Asset Management named Adam B. Joffe director of alternatives.

Joffe is responsible for developing The Boston Company’s capabilities across the alternative investment space, including hedge funds, long/short funds, sector-specific portfolios, market-neutral strategies and other specialties. In this newly created position based in Boston, he reports to Bart Grenier, chairman, chief executive officer and chief investment officer of The Boston Company. He has also assumed the position of chief administrative officer, also newly created, overseeing operations and support service. In this role, he reports to Joseph P. Gennaco, president and chief operating officer.

Before joining The Boston Company, Joffe served as chief financial officer and senior vice president at New York-based First Eagle Investment Management. -PR Newswire


Sector: Investment Management | Tags: | People: Adam B. Joffe, Bart Grenier, Joseph P. Gennaco

Manulife Asset Management Appoints Sarah Lu

Manulife Asset Management announced that it has appointed Sarah Lu as head of asset allocation in Asia.

In this newly-created, Hong Kong-based role, Lu oversees the development and investment management of asset allocation solutions for investors across the region. She will spearhead the development of investment solutions that help Asian investors meet an ever-widening range of income and total return needs, through strategic and tactical asset allocation.

Lu joins from Axa Rosenberg Investment Management Asia Pacific where she spent more than 12 years managing multi-asset portfolios and where, most recently, she was head of tactical asset allocation. -Canada News Wire


Sector: Investment Management | Tags: | People: Sarah Lu

Bill King Joins Carrington Holding Company

Carrington Holding Company announced that Bill King has joined the company as its chief investment officer and head of asset and risk management.

In this newly-created position, King will assume responsibility for its two investment-focused business units, Carrington Capital Management, an alternative asset management firm focused on control-based investing in the US real estate, mortgage and fixed income markets, and Carrington Investment Services, a registered broker-dealer with the U.S. Securities and Exchange Commission and member of the Financial Industry Regulatory Authority.

Immediately prior to joining Carrington, King was head of securitized products at Citadel. -Market Wire


Sector: Real Estate | Tags: | People: Bill King
Wednesday, May 9, 2012

Deutsche Bank AG Appoints Maxim Lojevsky

Maxim Lojevsky has been appointed as Deutsche Bank AG’s new managing director and co-head of capital markets for Russia and the CIS. He will co-head with fellow managing director Vadim Martynenko.

Lojevsky joins from UBS, where he was head of sales, coverage and debt capital markets for Russia and the CIS. He previously worked for Deutsche Bank as senior originator for Russia between 2007 and 2010. He has also held roles at BNP Paribas and at Bank Austria Creditanstalt.


Sector: Diversified Capital Markets | Tags: | People: Maxim Lojevsky, Vadim Martynenko

Barclays Appoints Sharon Quinlan

Barclays has appointed Sharon Quinlan as new head of its structured property finance team in London.

Quinlan will be tasked with supporting the bank’s real estate clients with their debt finance, and with expanding the size of the company’s London commercial property lending portfolio. She takes over from Richard Payne, who will continue working as a part time consultant to the structured property debt finance team. Quinlan joins from Bank of Ireland, where she was head of business banking.


Sector: Banks and Thrift | Tags: | People: Sharon Quinlan, Richard Payne

The Royal Bank of Scotland Group Appoints Ross McEwan

Ross McEwan is appointed as the new chief executive, UK retail, at Royal Bank of Scotland. He is to take up the new role in June, replacing Brian Hartzer as the head of the institution’s retail arm. He will also be a member of the company’s executive committee.

McEwan was previously group executive, retail banking, for Commonwealth Bank of Australia, for the past five years.


Sector: Banks and Thrift | Tags: | People: Ross McEwan, Brian Hartzer

The PrinceRidge Group Adds Jeff Hingst, Tony Mun, Jeff Weaver, Brendan Kissane and Ken Perschetz

The PrinceRidge Group announced it has added 5 new directors to its growing RMBS group.

Jeff Hingst, Tony Mun and Jeff Weaver bring nearly 60 years of combined experience to PrinceRidge’s RMBS sales effort.

Hingst has 19 years of experience selling RMBS at FTN, Barclays, and Bear Stearns prior to joining PrinceRidge in early April.

Mun comes to PrinceRidge with 14 years of experience as a salesperson in RMBS. He was previously with Ally Securities, Deutsche Bank and Credit Suisse.

Weaver has more than 25 years of experience selling RMBS, and held sales positions at Ally Securities, Robert Baird and RBS.

Brendan Kissane and Ken Perschetz are seasoned RMBS traders expected to further solidify PrinceRidge’s place in the RMBS space.

Kissane has over 12 years of trading experience with a specialization in trading specified pool mortgages. Prior to joining PrinceRidge he was with Ally Securities, Mizuho Securities and Nomura Securities.

Perschetz is a seasoned ARMs (adjustable rate mortgages) trader who gained over 25 years of trading experience with Oppenheimer, Nomura Securities, Sandler O’Neil and Bear Stearns before joining PrinceRidge in early April. -Business Wire


Sector: Investment Banking | Tags: | People: Jeff Hingst, Tony Mun, Jeff Weaver, Brendan Kissane, Ken Perschetz

Tiedemann Wealth Management Appoints Jennifer Mitchell

Tiedemann Wealth Management announced an expansion of its client services and business development team with the appointment of Jennifer Mitchell as a managing director.

Based in New York, Mitchell will report directly to Craig Smith, president of Tiedemann Wealth Management.

With over 20 years experience in wealth management and financial services, Mitchell was most recently managing director at Barclays Wealth where she focused on investment and wealth management services for ultra high net worth clients and built a client base around self-made first generation entrepreneurs and retired executives. -Market Wire


Sector: Investment Management | Tags: | People: Jennifer Mitchell, Craig Smith

Ben Marzouk Joins Monroe Capital

Monroe Capital announced Ben Marzouk has joined the firm as managing director – New York region group head.

Prior to Monroe, Marzouk originated lower middle-market loan transactions at Praesidian Capital. -Business Wire


Sector: Investment Management | Tags: | People: Ben Marzouk

Associated Banc-Corp Names William Curtis

Associated Banc-Corp has named William Curtis as the new president and CEO of Associated Investment Services.

Curtis is responsible for the overall leadership and direction of Associated Investment Services. His role encompasses strategy, sales and overall financial results of this entity. He will also work closely with Associated’s private client and consumer banking segments.

Curtis joins Associated from BMO Financial Group/M&I where he worked for more than 30 years. The last 25 years he worked within the bank’s retail investment business, serving most recently as COO of M&I Financial Advisors.


Sector: Investment Management | Tags: , | People: William Curtis

AMF Appoints Johan Sidenmark

AMF announced that Johan Sidenmark is appointed new CEO of AMF in Sweden, as of 1 August 2012.

Sidenmark has headed Nordea Life & Pensions since 2008. -TendersInfo


Sector: Investment Management | Tags: | People: Johan Sidenmark
Tuesday, May 8, 2012

John Stoltzfus Joins Oppenheimer & Co.

Oppenheimer & Co. announced that John Stoltzfus has joined Oppenheimer as managing director and chief market strategist.

Stoltzfus will work with his associate, Matthew Naidorf, to create and produce a weekly market strategy piece along with other market commentary as required by the markets. He also expects to work closely with OAM’s chief market technician Carter Worth and Oppenheimer’s fundamental sector analysts in developing new collaborative and thematic pieces. He will be the firm’s media spokesperson for market strategy.

Stoltzfus joins OAM from his prior position as senior market strategist at Ticonderoga Securities where he provided all macroeconomic, market outlook and strategy ideas to the firm and its clients. -PR Newswire


Sector: Investment Banking | Tags: | People: John Stoltzfus, Matthew Naidorf, Carter Worth

Janus Capital Group Appoints Andrew B. Weisman and Soonyong Park

Janus Capital Group announced two senior-level appointments. Andrew B. Weisman has been appointed senior vice president. Soonyong Park joins the company as institutional client strategist. Both roles are new to the firm.

Weisman will focus on the development of company’s alternative and multi-asset client solutions. He reports to chief executive officer Richard M. Weil.

Prior to joining JCG, Weisman was a partner at WR Platform Advisors.

Park will lead institutional client strategy, provide thought leadership and research on institutional pension and strategic asset allocation issues, and partner with Janus’ investment team, along with Weisman, to meet client needs. Leveraging his years of experience with public and corporate plans, endowments and foundations, and insurance and financial firms, he will work with institutional clients to provide problem-solving insights regarding the strategic issues their plans face today. He will report to Susan Oh, senior vice president and head of the U.S. institutional group.

Park is a veteran of the institutional investment management business, most recently serving as head of global portfolio solutions and co-head of research at Segal Rogerscasey. -Business Wire


Sector: Investment Management | Tags: | People: Andrew B. Weisman, Soonyong Park, Richard M. Weil, Susan Oh

Wells Fargo Insurance Names Michael B. Murray and Suzanne O’Keefe

Wells Fargo Insurance has named Michael B. Murray senior vice president and managing director for its Charlotte, N.C. operations, as well as operations in Winston Salem, N.C. and Greenville and Columbia, S.C. He will be based in Charlotte, N.C.

In his role, Murray will be responsible for overseeing insurance sales and operations within the region, reporting to John Meehan, regional managing director for Wells Fargo Insurance’s Mid-Atlantic region.

Murray most recently led service and risk management initiatives for Wells Fargo Insurance in Charlotte. Previously, he served in various capacities, including client executive, operations officer, account executive team leader and marketing manager since he joined the organization in 1998. Prior to joining Wells Fargo Insurance, he served as a broking executive and large lines account executive for Sedgwick of the Carolinas, managing customer relationships both locally and internationally. He also worked as a senior underwriter for St. Paul Insurance Company and Home Insurance Company. -Business Wire

Wells Fargo Insurance has also named Suzanne O’Keefe senior vice president and managing director for its Raleigh N.C., Greensboro, N.C. and Charleston, S.C. offices. She will be based in Raleigh, N.C. O’Keefe will be responsible for overseeing insurance sales and operations within the region. She will report to Meehan.

O’Keefe most recently served as the managing director for the Raleigh and Greensboro, N.C. offices, in addition to serving as the regional business development officer, where she was responsible for internal cross-sell opportunities. She joined Wells Fargo Insurance in 2002 as business insurance center manager and has held a variety of sales and business development positions within Wells Fargo Insurance. Prior to Wells Fargo, she served as the select insurance division manager for Cameron M Harris & Co., and the small business and personal lines sales and service manager for Centura Bank. -Business Wire


Sector: Insurance | Tags: | People: Michael B. Murray, John Meehan, Suzanne O'Keefe
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