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April 17, 2013 at 06:19 AM
This week in new hires, Joseph Gaeckle was appointed managing principal at Lincoln Financial Advisors, Jeff Conway was named to lead an organization at State Street, and the SEC appointed Dr. Jennifer Marietta-Westberg deputy director of its RSFI division.
Also, Joe Cunningham joined Horizons ETF Management; U.S Bank’s Private Client Reserve named two new officers; and Clark Kendall joined the advisory board of the John Marshall Bank.
Lincoln Financial Advisors Appoints Joseph Gaeckle Managing Principal
Lincoln Financial Network, the retail client business of Lincoln Financial Group, announced Monday that Joseph Gaeckle has been appointed managing principal of Lincoln Financial Advisors Corp., serving as market leader in the greater Philadelphia area. He is based in Berwyn, Pa., and will report to Jack McCaughan, managing director of the Atlantic regional planning group, which includes the Philadelphia regional offices.
Gaeckle joins from Waddell & Reed, where he served as a managing principal focused on growing sales and the advisor force in his division, and district manager, where he led a team of advisors and supported recruiting efforts. Prior to Waddell & Reed, he served as regional marketing director/wholesaler and sales coordinator with The Hartford Financial Services Group, Inc. (PLANCO Financial Services).
State Street Taps Jeff Conway to Lead Data and Analytics Solutions for Clients
State Street Corp. announced Friday that it had named Jeff Conway to lead an organization dedicated to developing solutions to address clients’ data information and trading challenges. Global Exchange reorganizes existing components from State Street’s research and advisory, analytics, Currenex, Global Link and derivatives clearing capabilities into one organization focused on providing clients with easier access to solutions and accelerating new product development. Conway, executive vice president and 25-year industry veteran, will report to Jack Klinck, a member of State Street’s management committee and head of global strategy and new ventures.
Conway has led a number of businesses and corporate functions during his 25-year career at State Street in addition to leadership roles within the company’s international business in Europe and the Asia-Pacific region.
SEC Names Jennifer Marietta-Westberg Deputy Director of RSFI
The Securities and Exchange Commission recently announced that Dr. Jennifer Marietta-Westberg has been named deputy director of its division of risk, strategy, and financial innovation (RSFI). Marietta-Westberg will oversee the division’s policy and rulemaking support functions, particularly its economic analysis in support of SEC policy and rulemaking. In addition, she will assist with the overall management of the division, working closely with Craig Lewis, RSFI director and chief economist, and the division’s other deputy director, Kathleen Weiss Hanley.
Marietta-Westberg joined the SEC in 2006 as a visiting scholar in what was then the office of economic analysis. In 2010, she was named assistant director of what is now the office of investments and intermediaries within RSFI, where she oversaw economic analyses in support of policy and rulemaking recommendations by the SEC’s division of investment management and its division of trading and markets. Before coming to the SEC, she was an assistant professor at Michigan State University. Horizons ETFs Management (USA) Appoints Head of Capital Markets
