News

Advisers on the move: Oct. 1

Securities America Inc. of La Vista, Neb., has hired William J. Lavender, 52, as regional director of financial…

Securities America Inc. of La Vista, Neb., has hired William J. Lavender, 52, as regional director of financial institutions.

Based in Oklahoma City, he will seek business venture partnerships with banks and credit unions, and assess existing Securities America programs to determine how well they fit with company strategies, goals and compliance procedures.

Previously, Mr. Lavender was vice president of investment sales at InterWest Properties Inc. of Portland, Ore.

Saturna Capital Corp. of Bellingham, Wash., has hired four analysts to expand its global investment management and research capabilities.

Tyler Howard, 29, is a junior analyst, assisting in covering a selection of groups within the industrial sector. Previously, he was a research associate and consultant at Carmel (Calif.) Capital Management LLC.

Scott Klimo, 51, is director of research, overseeing Saturna’s overall global research operations and leading the firm’s expansion, with an emphasis on foreign markets. Previously, he was a senior analyst and research director at Security Global Investors LLC of San Francisco.

Based in Kuala Lumpur, Malaysia, Neoh Boon Sing, 30, is an equity analyst, specializing in plantation, consumer and commercial real estate sectors. Previously, he was an investment executive at Sitt Tatt Co. Sdn. Bhd. of Kuala Lumpur.

Also based in Kuala Lumpur, Christina Yap, 26, is an investment analyst, focusing on the Association of Southeast Asian Nations. Previously, she was an investment analyst at Eight Investment Partners Pty. Ltd. of Sydney.

JHS Capital Advisors LLC of Tampa, Fla., has hired David P. Meglay, 62, as vice president of investments.

Along with acting as a financial adviser, he is responsible for assisting business owners with managing risk, succession planning, retirement planning, wealth transfer, estate strategies and other critical areas of practice.

Previously, Mr. Meglay was an adviser at Woodbury (Minn.) Financial Services Inc.

Salient Partners LP of Houston has hired Ajay Mehra, 47, as a managing director and head of equities.

Based in New York, he will oversee client portfolios and equity-related products, and also serve as a member of Salient’s senior investment team.

Previously, Mr. Mehra was a managing director and head of manager and fund research at UBS Wealth Management Americas of New York.