New Hire Roundup: Sosa Leaves PIMCO to Lead New DoubleLine Group
Danielle Fischer went to the Private Client Reserve of U.S. Bank, and Mariner Wealth Advisors acquired a majority interest in Housen Financial Group.
Tiburon SF Conference Announces Speakers
Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called
New CEO Joins John Hancock Funds
May 27, 2004 -- John Hancock Financial Services Inc. appointed James Shepherdson chairman and chief executive officer of its mutual funds unit. Shepherdson replaces Maureen Ford...