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August 06, 2014 at 08:11 AM
This week in personnel announcements and new hires, Devon McConnell joined Wells Fargo Advisors; Women in ETFs announced its leadership team and board members; Robert Moats joined Ziegler; and Scivantage welcomed James Corr.
Also, New York Life named Katherine O’Brien to its executive management committee; FNEX named Neal Wolkoff to its board of advisors; and U.S. Bank made a number of personnel appointments.
Women in ETFs Announces Board Members, Leaders
Women in ETFs, which launched in January as the first women’s group for the ETF industry, has announced the appointment of members for its board of directors and its leadership team.
Joanne Hill, head of institutional investment strategy at ProShare Advisors, and Sue Thompson, managing director, head of institutional asset management/RIA at BlackRock, are co-presidents of the board. Linda Zhang, senor PM and head of research at Windhaven Investment Management, is vice president; Susan Ciccarone, chief operating and financial officer at Emerging Global Advisors LLC, is treasurer/finance and operations; and Michelle Mikos, ETF business development director at Invesco PowerShares, is secretary. Other board members are Deborah Fuhr, managing partner at ETFGI LLP; Laura Morrison, SVP, global index and exchange traded products at IntercontinentalExchange/NYSE; Kathleen Moriarty, partner at Katten Muchin Rosenman LLP; and Martha King, managing director, head of U.S. financial intermediaries, Vanguard.
Wells Fargo Advisors Welcomes McConnell
Wells Fargo Advisors announced that Devon McConnell has been named head of WFA digital, a newly created operating committee position reporting directly to President Mary Mack. In this role, she will be responsible for leading strategy, development and ongoing management of the company’s mobile and online client platform and the investment strategy for the digital platform as the firm makes its most significant technology investment in the last 10 years.
McConnell most recently held positions of vice president of product and user experience design for AmercianExpress.com and head of digital client strategy at JP Morgan Asset Management. She also worked at Citi, where she served as senior vice president and product director, and at digital design agency Fusebox, as the information architect and account executive for the JPMorgan Chase account.
Moats Joins Zeigler
Robert Moats has joined Zeigler as senior director, head of wealth management and member of the executive committee.
Moats joins with over 30 years of experience from Morgan Stanley and predecessor firms, and began his career at Shearson Lehman Brothers in 1986.
Scivantage Welcomes Corr
Scivantage, a financial services technology provider, has announced that James Corr has joined as executive vice president and chief financial officer.
Corr brings more than 20 years of financial and business management experience. Prior to joining, he spent eight years as the controller, CFO and chief administrative officer at Pershing-affiliated Albridge Solutions. Before Albridge, he held senior financial positions at firms in public accounting and private industry.
Peg Pike Named COO of Brouwer & Janachowski
