OppenheimerFunds

Invesco Advisers, Inc. Announces Addition to Portfolio Management Team for Invesco Municipal Income Opportunities Trust

Retrieved on: 
Thursday, February 1, 2024

ATLANTA, Feb. 1, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. ("Invesco") (NYSE: IVZ), announced today the addition of Mark DeMitry to the portfolio management team for Invesco Municipal Income Opportunities Trust (the "Fund") (NYSE: OIA).

Key Points: 
  • ATLANTA, Feb. 1, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. ("Invesco") (NYSE: IVZ), announced today the addition of Mark DeMitry to the portfolio management team for Invesco Municipal Income Opportunities Trust (the "Fund") (NYSE: OIA).
  • Effective immediately, the following individuals are jointly and primarily responsible for the day-to-day management of the Fund:
    Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • Jack Connelly, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2016.
  • Mark DeMitry, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2019.

Principal® Names Kamal Bhatia Head of Asset Management

Retrieved on: 
Thursday, January 11, 2024

Bhatia succeeds Pat Halter, who will retire after 40 years with the company on April 2, 2024.

Key Points: 
  • Bhatia succeeds Pat Halter, who will retire after 40 years with the company on April 2, 2024.
  • Bhatia will be responsible for strategy, investment performance, and client growth for the global investment unit and the company’s $651 billion1 of assets under management (AUM), including the general account.
  • He’s also held senior roles at OppenheimerFunds, TIAA-CREF Asset Management, Mellon Asset Management, and Citigroup.
  • We’re grateful for his steady hand and deep commitment to our clients and to building a best-in-class culture within our asset management organization.”

United Names New Chief Financial Officer

Retrieved on: 
Friday, September 22, 2023

CHICAGO, Sept. 22, 2023 /PRNewswire/ -- United Airlines today announced that Michael Leskinen has been promoted to Chief Financial Officer and Executive Vice President. In his new role, he will oversee corporate finance, treasury, financial planning and analysis, tax, accounting, investor relations, procurement, internal audit, risk management and corporate strategy. Leskinen will also join the airline's Executive Team.

Key Points: 
  • Michael Leskinen promoted to CFO and Executive Vice President; also becomes member of airline's Executive Team
    CHICAGO, Sept. 22, 2023 /PRNewswire/ -- United Airlines today announced that Michael Leskinen has been promoted to Chief Financial Officer and Executive Vice President.
  • In his new role, he will oversee corporate finance, treasury, financial planning and analysis, tax, accounting, investor relations, procurement, internal audit, risk management and corporate strategy.
  • Leskinen joined United in 2018 as managing director of Investor Relations and was promoted to vice president of Corporate Development and Investor Relations in 2019.
  • And through the first eight months of 2023, United was the best performing North American airline stock .

Wealth Management Leader Ned Dane Joins AdvisorEngine as Chief Growth Officer

Retrieved on: 
Wednesday, June 14, 2023

AdvisorEngine announced today industry veteran Ned Dane is joining the firm as its Chief Growth Officer, overseeing relationship management and sales.

Key Points: 
  • AdvisorEngine announced today industry veteran Ned Dane is joining the firm as its Chief Growth Officer, overseeing relationship management and sales.
  • View the full release here: https://www.businesswire.com/news/home/20230614998426/en/
    Ned Dane joins AdvisorEngine as Chief Growth Officer (Photo: Business Wire)
    In this role, Dane is charged with helping AdvisorEngine clients use data and technology to grow their revenue, achieve deeper operational efficiency and deliver elevated client service.
  • “I’m so pleased to welcome Ned to AdvisorEngine,” said Rich Cancro, CEO and founder of AdvisorEngine.
  • AdvisorEngine Chief Operating Officer Craig Ramsey noted the dual nature of Dane’s position: “There is a symmetry to Ned’s role as Chief Growth Officer.

Invesco Advisers Announces Portfolio Management Changes for Invesco Municipal Closed-End Funds

Retrieved on: 
Thursday, June 8, 2023

ATLANTA, June 8, 2023 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today portfolio management changes for the following Invesco closed-end municipal funds (the "Funds"):

Key Points: 
  • ATLANTA, June 8, 2023 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today portfolio management changes for the following Invesco closed-end municipal funds (the "Funds"):
    Invesco Advantage Municipal Income Trust II (NYSE American: VKI)
    Invesco California Value Municipal Income Trust (NYSE: VCV)
    Invesco Municipal Income Opportunities Trust (NYSE: OIA)
    Invesco Municipal Opportunity Trust (NYSE: VMO)
    Invesco Pennsylvania Value Municipal Income Trust (NYSE: VPV)
    Invesco Quality Municipal Income Trust (NYSE: IQI)
    Invesco Trust for Investment Grade Municipals (NYSE: VGM)
    Invesco Trust for Investment Grade New York Municipals (NYSE: VTN)
    Invesco Value Municipal Income Trust (NYSE: IIM)
    Effective June 30, 2023, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco Advantage Municipal Income Trust II, Invesco Municipal Opportunity Trust, Invesco Municipal Trust, Invesco Quality Municipal Income Trust, Invesco Trust for Investment Grade Municipals and Invesco Value Municipal Income Trust's portfolio:
    Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • John Schorle, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • Effective June 30, 2023, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco California Value Municipal Income Trust and Invesco Trust for Investment Grade New York Municipals' portfolio:
    Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.
  • Effective June 30, 2023, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco Municipal Income Opportunities Trust's portfolio:
    Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.

Manulife Investment Management appoints Kristie Feinberg head of U.S. and Europe, and president and CEO, John Hancock Investment Management

Retrieved on: 
Wednesday, May 3, 2023

BOSTON, May 3, 2023 /PRNewswire/ - Manulife Investment Management, the global wealth and asset management brand of Manulife, announced today that Kristie Feinberg, CFA, has been appointed head of U.S. and Europe, Manulife Investment Management, and president and chief executive officer, John Hancock Investment Management, Manulife's affiliated investment manager in the United States, effective May 1, 2023.

Key Points: 
  • BOSTON, May 3, 2023 /PRNewswire/ - Manulife Investment Management, the global wealth and asset management brand of Manulife, announced today that Kristie Feinberg, CFA, has been appointed head of U.S. and Europe, Manulife Investment Management, and president and chief executive officer, John Hancock Investment Management, Manulife's affiliated investment manager in the United States, effective May 1, 2023.
  • Ms. Feinberg was previously Manulife Investment Management's chief financial officer and global head of strategy.
  • Mr. Arnott was appointed head of U.S. and Europe for Manulife Investment Management in 2018 and was president and CEO of John Hancock Investment Management since 2012.
  • Ms. Feinberg is a member of Manulife Investment Management's leadership team and reports to Paul Lorentz, and she's based in Boston.

Roundhill Investments Announces Dave Mazza as Chief Strategy Officer

Retrieved on: 
Wednesday, February 1, 2023

NEW YORK, Feb. 1, 2023 /PRNewswire/ --Roundhill Investments ("Roundhill"), an established provider of thematic ETFs, is pleased to announce the addition of Dave Mazza as the firm's Chief Strategy Officer. In his role as Chief Strategy Officer, Dave will oversee the firm's product development, capital markets, and research functions as the company seeks to expand its fund lineup into additional categories.

Key Points: 
  • NEW YORK, Feb. 1, 2023 /PRNewswire/ --Roundhill Investments ("Roundhill"), an established provider of thematic ETFs, is pleased to announce the addition of Dave Mazza as the firm's Chief Strategy Officer.
  • In his role as Chief Strategy Officer, Dave will oversee the firm's product development, capital markets, and research functions as the company seeks to expand its fund lineup into additional categories.
  • An accomplished ETF veteran, Mazza is a well-known thought leader within the ETF industry, frequently appearing on CNBC and Bloomberg.
  • "We are excited to introduce Dave and Matthew as the newest members of the Roundhill team as we enter our next phase of growth," said Will Hershey, Chief Executive Officer.

Kevin Schmidt Joins Callan's Consulting Team in Summit, NJ

Retrieved on: 
Wednesday, January 11, 2023

SAN FRANCISCO, Jan. 11, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that Kevin Schmidt joined the firm's Summit, NJ, consulting team on Jan. 1 as a senior vice president and investment consultant.

Key Points: 
  • SAN FRANCISCO, Jan. 11, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that Kevin Schmidt joined the firm's Summit, NJ, consulting team on Jan. 1 as a senior vice president and investment consultant.
  • Mr. Schmidt brings over two decades of industry and investment consulting expertise, and reports to Summit group leader and investment consultant Annoesjka West .
  • Prior to RVK, Mr. Schmidt was an analyst and client portfolio manager at OppenheimerFunds, Invesco, and UBS.
  • "We are excited to have Kevin join the Summit team," said Ms. West.

Ex-OppenheimerFunds CEO Art Steinmetz Joins MarketReader Advisory Board

Retrieved on: 
Tuesday, December 13, 2022

MarketReader, a market intelligence firm providing real-time price explanations to its clients, announces former OppenheimerFunds CEO Art Steinmetz as its newest advisory board member.

Key Points: 
  • MarketReader, a market intelligence firm providing real-time price explanations to its clients, announces former OppenheimerFunds CEO Art Steinmetz as its newest advisory board member.
  • Steinmetz will advise the company as it expands its product offerings for the financial advisory industry.
  • Art Steinmetz has had a distinguished career in asset management, prominently serving as CEO of OppenheimerFunds until its acquisition by Invesco Ltd. in 2019.
  • He joins current MarketReader advisors Morten Primdahl (former Co-founder and CTO of Zendesk), Irina Novoselsky (former Careerbuilder CEO), and Pascal Schaary (VP of Datadog).

Northern Trust Asset Management Names Head of Global Macro for Fixed Income

Retrieved on: 
Tuesday, October 18, 2022

Northern Trust Asset Management (NTAM), a leading global investment management firm with $1 trillion in assets under management as of June 30, 2022, announced today that Antulio Bomfim has been hired as head of Global Macro, a newly created position within its global fixed income group.

Key Points: 
  • Northern Trust Asset Management (NTAM), a leading global investment management firm with $1 trillion in assets under management as of June 30, 2022, announced today that Antulio Bomfim has been hired as head of Global Macro, a newly created position within its global fixed income group.
  • The expansion of NTAMs global fixed income team, responsible for $470 billion in fixed income assets under management, is designed to enhance capabilities as the team serves the evolving needs of fixed income investors worldwide.
  • Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Belvedere Advisors LLC, Northern Trust Asset Management Australia Pty Ltd and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.
  • Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals.