Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Technology > Investment Platforms

Changes

X
Your article was successfully shared with the contacts you provided.

? Chautauqua Capital Management, the Boulder, Colorado-based investment firm, has announced the appointment of John F. Lynch, formerly of Franklin Templeton Investments, as the firm’s Chief Operating Officer.

? Scott Sipple has joined Putnam Investments as head of strategic relationships, a newly created position where he will focus on communication with the asset management research platforms of major wealth management firms

? Priority Capital Group, Carlsbad, Califonia announced that Joseph Millo and Holly Danziger, have joined the firm as national account directors, and will be focused on taking the firm’s investment solutions to the independent advisor marketplace.

? Jason Pride has joined Glenmede as director of investment strategy, a newly created position, where he will be responsible for formulating and, along with Chief Investment Officer Gordon Fowler, directing investment policy and strategy for Glenmede clients.

? National Planning Holdings has promoted Brian Sward to vice president of due diligence.

? Security Global Investors is pleased to announce that Jason Long has joined its global equity investment team as senior research analyst, specializing in the financial sector.

? Stonebridge Capital Advisors has added Dan Laufenberg, Ph.D., a veteran with 36 years of research experience to its team as economist.


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.