Credit Suisse Asset Management appoints Product Manager
Scott Ebner has been named chief product officer at Credit Suisse Asset Managementfrom November 21. Ebner will serve on the management committee of the asset management division and will be based in New York.
Ebner brings over two decades of experience in product strategy and development for institutional and wholesale clients. Prior to joining Credit Suisse Asset Management earlier this year in the product function, he held various product development roles at State Street Global Advisors, most recently as Head of Global Institutional Products. Previously, he held professional positions with NYSE Euronext and the American Stock Exchange.
In his new role at Credit Suisse Asset Management, Ebner will be responsible for further developing and implementing the product strategy, in close partnership with the investment and distribution departments, ensuring continued alignment with the needs of customers and the strategic priorities of the division.
Milliman expands benefits administration business team
millimana global consulting and actuarial firm, announced that Jim Quartarone has joined the Benefits Administration Sales and Marketing team as Regional Sales Manager. In this role, he is responsible for sales of pension administration and advisory services and for building strategic relationships with consultants and advisors throughout the Western United States.
Based in Colorado, Quartarone has over 30 years of experience with ERISA qualified and non-qualified retirement plans, most recently with T. Rowe Price. His expertise includes plan design, compliance, communication, consultation, administration, implementation, relationship management and investment advisory services for defined contribution and defined benefit pension plans. Before entering the retirement industry, he served as a Captain in the US Army.
Strategic investment group hires head of non-U.S. equities
Strategic Investment Group is pleased to announce that Jackie O. Gifford has joined the firm as Managing Director and Head of Non-U.S. Equities, to co-lead the public equities team with Ted Joseph, managing director and head of US equities. Gifford joins a team of nine experienced investment professionals who average 28 years in the industry and 16 years with Strategic.
Gifford earned an MBA from Loyola University Graduate School and a BA in Economics with a minor in Finance from Pennsylvania State University. She joined Strategic from the Annie E. Casey Foundation, where she spent more than 10 years, most recently as Director of Tradable Investments, and before that, Director of Hedge Fund Investments. She also served for more than a decade in leadership roles on the Baltimore Child Abuse Center Board of Directors, including Vice President, Treasurer and Secretary.
Northwestern Mutual joins Pillar Financial Group
North West Mutual announced that Trudy Leen and her two-person team have joined Seattle-based Pillar Financial Group, part of Northwestern Mutual’s Private Client Group.. Coming from Gateway Financial Partners with LPL Financial, Leen and his team officially joined Pillar Financial Group on October 27.
With over 30 years of experience in the financial industry, Leen has extensive knowledge of financial planning, wealth management, investment services, legacy creation and insurance programs. Leen’s expertise will add to the 200 years of combined experience already represented at Pillar Financial Group.
In addition to Leen, Ashley Scribner and Dara Fogg will lead the office as service coordinators. Pillar Financial Group now has offices in Seattle, WA, Phoenix, AZ, Chicago, IL, Sandpoint and Priest River, ID.
This transition is being made in partnership with Northwestern Mutual’s Distribution Growth Business team and other support functions. Northwestern Mutual’s DGV team focuses on non-traditional ways to grow the company’s distribution system.
UBS hires financial advisor in Las Vegas
UBS Wealth Management United States today announced that Sara McCue joined the firm as a financial adviser. She joins the UBS Desert Mountain market, run by Charles Powers, and is based in the Summerlin office.
McCue manages $145 million in client assets for high net worth individuals and families. She focuses on providing clients with wealth management advice to meet their individual financial needs, including insurance and retirement planning, trust and estate services, and philanthropy.
McCue joins UBS from Merrill and brings more than two decades of financial services experience. She began her career in 2002 as a fixed income analyst for Babson Capital, where she worked with institutional and ultra-high net worth clients, before joining State Street Bank as a private equity analyst. In 2006, Sara joined Morgan Stanley as a financial advisor, then joined Merrill in 2009. In 2014, McCue was the senior portfolio manager for a high net worth physician-based clientele in Beverly Hills. She moved to Las Vegas in 2015 to be closer to her family and raise her two children.
Sara graduated magna cum laude with a degree in finance from Boston University School of Management and is a Chartered Financial Analyst.
AIG announces a five-year employment contract with its CEO
American International Group, Inc., announced that AIG and Peter Zaffino, Chief Executive Officer and Chairman of the Board, has reached an agreement securing Zaffino’s employment until November 10, 2027.
Lincoln Financial Network Hires 2 Finance Professionals
Lincoln Financial Networkthe retail wealth management subsidiary of Lincoln Financial Group, announced that Scott LoPresti and Dean DiPierro joined the firm. As members of the LFN community, LoPresti and DiPierro are empowered to provide independent and comprehensive financial advice to clients, with the support, services, network and strength of Lincoln Financial to grow their practice and have an even greater effect. important to their customers, the community and the industry.
LoPresti and DiPierro will continue to operate as partners in their independent wealth management practice specializing in helping clients preserve wealth and manage risk, with nearly $500 million in client assets under management. The team brings approximately 30 years of combined financial planning experience, both most recently with LPL Financial, and before that, Ameritas Investment Corp. Based in Croton-on-Hudson, New York, LoPresti and DiPierro are registered with independent broker LFN. Lincoln Financial Advisors.
Northern Trust Adds to Practice of Foundation and Institutional Advisors
Northern Trust announced that Michael Janko joined Foundation & Institutional Advisors as a senior investment advisor in Bostonwhere he will support the firm’s foundation, endowment, and institutional nonprofit clients.
Janko, who has over three decades of investment experience, was most recently part of BNY Mellon’s outsourced investment manager team, working with a wide range of not-for-profit organizations. Previously, he led BNYM Wealth Management’s Endowment & Foundation practice group. Previously, he was a portfolio manager at SunTrust Investments in Florida and a portfolio manager at BayBank Investments (Bank of America).
Janko graduated from Suffolk University with an MBA in Finance from the Sawyer School of Management and a BA in Industrial and Organizational Psychology. Janko has authored articles on topics specific to investing for nonprofit organizations and is a frequent panelist and speaker on these topics.
He is a member of the advisory board of the Copernicus Institute for the Arts, Sciences and Law of New England. Previously, he worked at a non-profit organization in Lynn, Mass., seeking positive outcomes for at-risk youth on Boston’s North Shore.