Displaying 221 results
People
JPMorgan Private Client Services, a subsidiary of JPMorgan Chase & Co. of New York, has named Joseph T. Kenney, 42, chief executive.
People
KPMG LLP of New York has appointed Jeffrey Sion, 50, tax sector leader, serving the asset management industry.
People
Marquette Commercial Finance of Dallas has announced that Dan Karas, 47, executive vice president of sales and marketing, will assume the additional role of executive vice president, national marketing manager, for Marquette Business Credit and Marquette Healthcare Finance.
People
Jackson National Life Insurance Co. of Denver has promoted John Koehler to vice president of the retirement and wealth strategies group, a unit of Jackson National Life Distributors LLC.
People
The Centre for Fiduciary Excellence LLC of Toronto said that C. Frederick Reish, 63, has joined the Cefex Advisory Council, which was formed last year to guide the Cefex certification program.
People
Shelterwood Financial Services LLC of New York has hired Susan Oh, 36, as director of investment strategies.
People
The Hartford (Conn.) Financial Services Group Inc., a life insurance and group disability company, has added Ray DiDonna as vice president of its group reinsurance business.
People
Grail Partners LLC, a Boston-based merchant bank, has hired William M. Parent as partner and chief investment officer.
People
Curian Capital LLC, a Denver-based provider of separately managed account platforms, has promoted Greg Verfaillie to senior vice president and national sales manager.
People
State Street Global Advisors of Boston has promoted Thomas Anderson, 41, to head of the strategy-and-research group within its intermediary-business group.
Putnam announces CIO departure
Josh Brooks, chief investment officer for large-cap equities at Putnam Investments, is leaving the firm.
People
The Round Table of New York will present its 2007 Lifetime Achievement Award this week to David F. Woods, president of the Life and Health Insurance Foundation for Education.
