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September 18, 2014 at 05:34 AM
This week in personnel announcements and new hires, the FPA hired George Bradley as its director of professional development; Jane Kanter was named chief operating officer at ARK Investment Management; Independent Financial Partners welcomed Louis Hanna; Jeffrey Gould joined Putnam Investments; and U.S. Bank Wealth Management welcomed five.
Also, Robb Ruhr moved up at Analytic Investors; Darrel Hackett was named president of BMO Private Bank; Mariner Wealth Advisors added three; and Ken Cochrane joined LIMRA.
Putnam Names Gould Head of Global Institutional Management
Putnam Investments has announced that Jeffrey Gould has joined as head of global institutional management. Based in Boston, he will report directly to Robert Reynolds, president and CEO, and will join the firm’s operating committee.
Gould joins from Lazard Asset Management, where he has served as managing director, head of U.S. institutional marketing. Prior to that, he was managing director and global head of distribution for Citigroup Alternative Investments. Earlier, he served as president of Renaissance Institutional Management. From 1988 to 2005, he held a series of senior positions within the institutional business at Putnam Investments, culminating as managing director, head of institutional distribution. Earlier in his career, he held institutional sales positions at Citicorp Investment Management and Value Line Asset Management.
Mariner Wealth Advisors Adds Ex-NFL Quarterback, 2 Others
Mariner Wealth Advisors has announced the addition of Sarah Tiedt, Mark Vlasic and Jeff Maher as senior wealth advisors.
Mark Vlasic has more than 20 years of experience and was previously a director at McGladrey Wealth Management. His experience also includes positions at Enterprise Trust and UMB Bank. Prior to joining the financial services industry, Vlasic spent seven years as an NFL quarterback.
Sarah Tiedt joins from the Private Client Reserve of U.S. Bank, where she was a wealth management advisor and vice president. She also has experience as a trust officer with Commerce Trust Co. and Blue Ridge Bank and Trust Co.
Jeff Maher has more than 25 years of industry experience and joins from MFS Fund Distributors, where he was a regional director. Prior to that, he served as regional vice president at MetLife Investors.
Bradley Joins FPA as Director of Professional Development
The Financial Planning Association has announced that George Bradley has joined as director of professional development.
With more than 20 years of experience in leading professional learning teams, projects and programs, Bradley joins from Charles Schwab & Co., where he worked as the learning measurement and evaluation manager. Prior to that, he was vice president of learning and performance at TeleTech Holdings Inc. from 2004 to 2009 and director of global content management and education services at J.D. Edwards from 1995 to 2004. Both are based in Englewood, Colorado.
ARK Investment Management Names Kanter COO
Jane Kanter has been named COO of ARK Investment Management.
With over 30 years of experience, Kanter joins from international law firm Dechert LLP, where she worked for over 17 years as a senior partner in the firm’s financial services group. Prior to that, she was in private practice specializing in corporate and securities law for more than a decade. Before that, she was vice president and legal counsel at T. Rowe Price and Associates and special counsel and head of the disclosure study in the SEC’s division of investment management.
Hanna Joins IFP
Independent Financial Partners (IFP) has announced that Louis Hanna has joined as director of recruiting.
