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February 27, 2014 at 04:00 AM
This week in personnel announcements and new hires, Morgan Stanley created a new leadership role in Wealth Management and named two others to key roles.
Meanwhile, Lynn Nolan joined the Economics, Finance and Taxation Department advisory board at Widener University; Jeff Thomas joined Nasdaq Private Market; American Century announced the promotion of Miguel Castillo; and Allianz Life promoted Renee West.
Also, Dynasty Financial Partners announced the launch of Concentus Wealth Advisors, Mark Griffin joined the Phoenix Cos., and Tom Ming joined Pensionmark Retirement Group.
Morgan Stanley Announces Appointments in Wealth Management Division
Focusing on the next wave of growth and development in wealth management, Morgan Stanley recently created a new role focusing on strategy and client management.
Doug Ketterer has become head of strategy and client management, driving growth in the ultra high net worth, institutional, corporate, non-U.S. residents and mass affluent markets.
Shelley O’Connor assumes the role of head of field management, which will continue to include three divisions and Private Wealth Management. She has held a succession of regional and national leadership positions across Morgan Stanley, most recently heading the Private Banking Group.
Eric Heaton succeeds O’Connor as Head of the Private Banking Group. For the past two years, he has served as president of the Morgan Stanley Banks. He joined the firm in 2012 and prior to that spent his 20-year career in leadership roles within investment banking and treasury at Deutsche Bank and Merrill Lynch.
Dynasty Financial Partners Announces Concentus Launch
Dynasty Financial Partners has announced the launch of Concentus Wealth Advisors. Concentus, formerly known as Strid Wealth Management Group, joined Dynasty from Wells Fargo Advisors. Concentus comprises Gerald “Zeke” Strid, principal; Erik Strid, principal; Paul Strid, principal; Nathan Hayward, director; and Thomas Greco, director.
Gerald Strid has more than 40 years of experience in the financial services industry. He spent the majority of his career as a financial advisor at Merrill Lynch before leaving to form the Strid Wealth Management Group in 2003.
Erik Strid spent a year working with Rittenhouse Capital Management before joining Gerald in 1992.
Paul Strid spent three years working for Credit Suisse First Boston inNew York, first at its institutional sales desk and then as director of global equities information technology. He joined the Strid Wealth Management Group in 2003.
Prior to joining the Strid Wealth Management Group in 2008, Hayward worked with the Kessler Baker Wealth Management Group.
Greco joined Strid Wealth Management in spring 2010 with 12 years of experience in the financial services industry. His previous experience was with the Vanguard Group and Turner Investment Partners. Nolan Named to University Advisory Board
The Penn Mutual Life Insurance Co. has announced that Lynn Nolan was named to the Economics, Finance and Taxation Department advisory board at Widener University. As a board member, she will help direct the department’s undergraduate, master of science in taxation and financial planning and CFP certificate programs. Board members also assist the department in finding internship and job opportunities for both graduate and undergraduate students.
