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June 16, 2011 at 05:35 AM
Thi
s week in new hires, Terry Keeley joined BlackRock as head of the firm’s official institutions group and John Copeland came to AMG to head up a new subsidiary. Jim Lyday joined Lincoln Financial, and GW&K promoted Kane, Thibault and McCarthy. Also, Larch Lane named David Katz president and COO, and Laura Chernova was welcomed by United Capital of San Francisco.
BlackRock Appoints Terrence Keeley as Head of Official Institutions Group
BlackRock Inc. on Monday announced that Terry Keeley has joined the company as a managing director and head of the official institutions group, reporting jointly to Robert Fairbairn, senior managing director and head of BlackRock's global client group, and Lee Kempler, managing director and executive director of the BlackRock Investment Institute. He will be based in New York.
In this newly created position, Keeley will oversee the development of relationships and services BlackRock provides to a worldwide client base comprising approximately $235 billion in total AUM for central banks, sovereign wealth funds and supra-nationals. He will also assist in designing the Investment Institute, launched earlier this year. The institute is a global platform designed to leverage the firm's expertise in markets, asset classes and investor segments.
Keeley founded Sovereign Trends LLC, a New York advisory firm. From May 1988 until July 2010, he worked for UBS’ investment banking and asset management subsidiaries in a variety of managerial posts, operating out of London, New York and Chicago. Prior to his private sector career, he worked for Congressman David Stockman, and for President Ronald Reagan's Council of Economic Advisors, where he wrote speeches for Chairman Murray Weidenbaum.
AMG Hires John Copeland to Lead New Wealth Management Business
Affiliated Managers Group Inc., a global asset management company, on Tuesday appointed John W. Copeland III as president of AMG Wealth Partners, a newly formed subsidiary of AMG focusing on investments in boutique wealth management firms. Copeland, a 23-year veteran of the wealth management industry, will be based in West Palm Beach, Fla., and will report to Sean M. Healey, AMG’s chairman and CEO.
AMG’s business model allows an affiliate management team to retain significant equity in its firm, as well as maintain its culture, client service model and investment philosophy, all while gaining access to the resources of a global firm. AMG Wealth Partners will tailor this partnership approach, and the support services it offers, to meet the unique needs of wealth management boutiques.
Copeland joins AMG Wealth Partners from Morgan Stanley, where he was a senior partner for one of the firm’s largest private wealth management teams. Prior to that, he was a managing director at Lehman Brothers in the firm’s private investment management division. He also served as a managing director for e-commerce and wealth management at Credit Suisse First Boston, where he oversaw the development of a state-of-the-art platform for the wealth advisory business. He spent 12 years in the private client services group of Goldman, Sachs & Co., where he held successive positions over a 12-year career. In his final role as managing director, he was a senior member of the management team for the overall private client business.
Lincoln Financial Names Jim Lyday Head of Institutional Retirement Solutions Distribution
Lincoln Financial Distributors (LFD), the wholesale distribution subsidiary of Lincoln Financial Group (LNC), announced Tuesday that Jim Lyday has joined the firm as head of institutional retirement solutions distribution.
Effective immediately, Lyday will report directly to Will Fuller, president and CEO of LFD, and will be responsible for leading the growth strategies for the distribution of Lincoln's defined contribution business in the full service mid-to-large employer retirement plan market.
