People
Lebenthal Asset Management (LAM), the asset management division of Lebenthal Holdings, has appointed Barbara Doran as a portfolio manager.
Doran will focus on large-cap growth equity strategies, joining a team that currently has capabilities in all-cap value, all-cap GARP, small- and mid-cap growth, income equity and taxable and tax-exempt fixed income.
“I am pleased to welcome Barb Doran to Lebenthal,” says James B Lebenthal (pictured), president of LAM. “Her specific portfolio management acumen will be a great resource for Lebenthal Asset Management and its client base, while her marketing skills will play a vital role in our asset-gathering process.
Glenmede, a privately-held and independently owned investment and wealth management firm, has appointed Peter J Zuleba (pictured), III, CFA, as President of the company's institutional strategies business, Glenmede Investment Management LP (GIM).
A subsidiary of Glenmede, GIM was founded in 2007 to provide institutional clients, broker dealers, retail platforms and registered investment advisors with access to the division's institutional strategies and proprietary mutual funds. Consolidation of GIM's leadership beneath Zuleba is a reflection of the division's significant growth, commitment to its institutional clients and dedication to fostering top talent. Zuleba is a member of Glenmede's Management Committee and is Chair
Nuveen Investments has hired Derek Sasveld as Managing Director, Head of Multi-Asset Class Solutions.
In this new role and reporting to Margo Cook, Nuveen Investments’ Senior Executive Vice President, Head of Strategy & Multi-Asset Class Solutions, Sasveld will lead Nuveen’s newly formalised Multi-Asset Class Solutions business platform.
Building upon Nuveen’s existing efforts in Results-Driven Investing and drawing upon the deep expertise of Nuveen Investments’ affiliates and product development teams, Sasveld will be charged with developing a robust program of outcome-oriented investment solutions for retail investors. This program will include portfolio allocation models, a customisable advisory support platform for financial
BNY Mellon has appointed Mariano Giralt as head of Global Tax Services. Giralt will be responsible for the growth and development of the company’s Global Tax Services business.
Previously he was head of Tax Services for Europe, the Middle East and Africa. Mariano will continue to report to Dan Kramer, head of Global Fund Accounting and Issuer Client Service Delivery at BNY Mellon.
“When Mariano joined BNY Mellon’s Tax Services team four years ago he was a team of one, now we have 12 people in our Tax Services team, with the ability to expand as client needs arise,”
Imagineer Technology Group has added AJ Herold (pictured) as a Senior Business Development Consultant to the firm’s team.
In this role, Herold will be responsible for helping increase the firm’s market presence by representing Imagineer’s industry leading CRM/investor relations and web reporting solutions for hedge funds and other asset managers. Herold will work alongside Imagineer’s Principals, Erol Dusi and Mark Daniel, in his efforts to further expand the company’s market footprint.
Prior to joining Imagineer, Herold spent 15 years in buy-side consulting roles focusing mainly on the automation of the investment management process and industry specific solutions tailored to
Odeon Capital Group, a New York-based independent Broker-Dealer with trading, investment banking and research services, has expanded into US Fixed Income Rates Trading with the hiring of a team of five individuals and the addition of veteran retail-focused analyst, Rick Snyder.
"We are very excited to add our rates team to the Odeon platform and its client first mentality. We hope to add to its already strong reputation and be a value added treasury desk for Odeon's customers. We believe that we may finally be at the beginning of a long term rising rate environment and hope we can help
Vistra, a provider of corporate, trust and fund administration services, has expanded its Cayman Islands’ operations and recruited a Cayman resident Managing Director.
Clive Gibbons will lead Vistra Cayman Trust Limited as Managing Director. He has over 15 years offshore experience within the banking, trust and corporate services sector. Born and educated in the UK, Gibbons has spent considerable time in Guernsey, the British Virgin Islands and London, before relocating to Cayman in 2013. Clive is a qualified financial advisor, holds an ICA diploma compliance management and is an accredited director with ICSA Canada. He has sat on numerous boards
Custom House Fund Services, a provider of financial services to the alternative investment sector, has appointed Richard Hale as Director, Business Development UK.
He is based in the newly-established London office and is responsible for developing business in the UK and Europe.
“With over 20 years of experience in the funds industry, we are pleased to have Richard join us as we continue our growth as an independent provider of fund administration services,” says Mark Hedderman, CEO, Custom House. “Richard brings a strong commitment to the industry and is a welcome addition to our service-focused management team.”
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Standish Mellon Asset Management Company has appointed David Leduc as Chief Executive Officer (CEO).
Leduc will continue to serve as the firm's Chief Investment Officer, a position that he has held for the last five years. He succeeds Desmond Mac Intyre who will be leaving to pursue other opportunities. Mac Intyre will serve as an advisor to Standish until mid-November.
Leduc has been at Standish for over 20 years, joining the firm as a portfolio manager and analyst for US domestic fixed income in 1995. In addition to serving on the firm's Senior Management Committee, he has held a
Commissioner Mark P Wetjen has announced his resignation from the US Commodity Futures Trading Commission, effective 28 August, 2015. Wetjen served as Acting Chairman of the Commission from January 2014 to June 2014
“Today, I informed President Obama of my intention to resign as a CFTC Commissioner later this month. It has been an honour to serve as both Commissioner and Acting Chairman of the CFTC," says Wetjen (pictured). "I am grateful for the opportunity to have served alongside my fellow Commissioners and Chairmen Gensler and Massad, and I thank them for their dedication, professionalism, and collegiality. I also commend the talented and hardworking Commission