Advisers on the move: Sept. 10
Fred Alger & Co. Inc. of New York has named five executives to its sales team. Philip…
Fred Alger & Co. Inc. of New York has named five executives to its sales team.
Philip Casparius, 48, has joined as senior vice president and director of national accounts, and is responsible for overseeing national account efforts and expanding relationships with key broker-dealers. Previously, he was director of national sales at Fidelity Investments Institutional Services Co. Inc. of Boston.
Jeffrey Leone, 40, Ryan MacPhee, 26, David Zappone, 44, and Steven Zimmerman, 35, have been hired as vice presidents and regional marketing managers.
Mr. Leone is based in Ellicott City, Md., and will serve financial advisers in Maryland, Virginia and the District of Columbia. Previously, he was a regional marketing director at The Hartford (Conn.) Financial Services Group Inc.
Mr. MacPhee is based in Dallas and will assist financial advisers in Texas. Previously, he was a regional marketing associate at Fred Alger.
Mr. Zappone is based in San Clemente, Calif., and is responsible for serving financial advisers in Southern California. He was a regional vice president and annuity wholesaler at The Hartford.
Mr. Zimmerman, based in Bloomfield Hills, Mich., will serve financial advisers in Michigan and Ohio. Previously, he was a regional sales director at Pyxis Capital LP of Dallas.
Genworth Financial Wealth Management Inc. of Pleasant Hill, Calif., has hired Rico Casares, 40, as a practice management consultant serving its financial adviser clients.
Previously, Mr. Casares was an assistant regional manager at Raymond James Financial Services Inc. of St. Petersburg, Fla.
Schroder Investment Management North America Inc. of New York has hired Tiffani Potesta, 38, as head of advisory sales within the U.S. key accounts team.
She will help develop the company’s presence in North America.
Previously, Ms. Potesta was a director, head of third-party insurance and deputy chief information officer at DWS Investments Distributors Inc. of New York.
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