This week in new hires, Financial Advisers of America named a new chairman, CEO, and president from within the company; Financial Research Corp. brought in Fidelity’s Robert J. Jenkins as president; and Merk Investments named Fidelity's Emily Meyer vice president of sales. Millburn opened a new Japanese branch office and added Seiji Ishii to lead business development efforts there. In addition, accounting firm Marks Paneth & Shron LLP appointed Brian L. Fox as its CFO, and PerTrac brought in Lisa Corvese as managing director of global business strategy and Jed Alpert as managing director of global marketing.
Financial Advisers of America Shuffles Top Execs
Financial Advisers of Americaon Tuesday announced that it has significantly changed its executive management team. The firm’s former CEO, Ken Johnston, has transitioned to chairman; former President Jodi Johnston has been appointed CEO and former COO Todd Pack has become president and COO.
For more on these moves, read “Broker-Dealer Financial Advisers of America Names New Leadership” at AdvisorOne.
Financial Research Corp. Names New President
Financial Research Corp. announced May 26 that it has hired Robert J. Jenkins as president of the firm. Prior to joining FRC, Jenkins was at Fidelity Investments and Fidelity Management & Research, where he held several leadership positions, including vice president in the investment analysis group and vice president and investment director for Fidelity’s Freedom Fund in the global asset allocation group. He previously was a McKinsey & Co. consultant in the asset management strategy practice.
“Bob Jenkins is highly respected by the financial services industry for his expertise and thought leadership, said FRC Chairman Bob Hedges in a statement. “We are excited about his joining the firm as we believe he will build significantly on FRC’s current ability to provide thorough and insightful analysis of key issues for asset managers, distributors and others in the investment marketplace.”
Merk Investments LLC Gains Meyer
In another get from Fidelity,Merk Investments LLC announced Wednesday that it has named Emily Meyer vice president of sales. Meyer will be partnering with registered investment advisors in the eastern U.S., and will report to Peter Moeller, director of distribution, who himself joined the company this past spring.
Prior to joining Merk, Meyer was senior regional investment consultant at Fidelity Investments Institutional Services, where her team established Fidelity’s registered investment advisor (RIA) sales team.
MillburnNames Ishii Head of New Japanese Branch