Putnam Investments

Vontobel Strengthens US Distribution Team With Two New Hires

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星期一, 四月 29, 2024
Finance, Banking, Accounting, Professional Services, Asset Management, USD, Nature, Dimensional Fund Advisors, SMA, RIA, Risk management, Putnam Investments, Marketing, SIX Swiss Exchange

These newly created roles support the firm’s client-focused commitment and expanded direct distribution efforts.

Key Points: 
  • These newly created roles support the firm’s client-focused commitment and expanded direct distribution efforts.
  • Prior to joining Vontobel, Donald spent more than 20 years at Putnam Investments, where he held various senior roles in sales and marketing, including most recently as director of RIA sales.
  • With nearly 20 years of global institutional experience, Mariana joins Vontobel from Dimensional Fund Advisors, where she led several global consultant relationships.
  • On April 22, 2024, Vontobel launched a new addition to its mutual fund suite, further bolstering the firm’s direct distribution to US intermediaries.

Aureus Asset Management Appoints Thad Davis as President and Chief Executive Officer

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星期二, 四月 9, 2024
Asset Management, Professional Services, Finance, Aureus, Harvard College, Culture, Entrepreneurship, Banq, Putnam Investments, Executive, Research, MBA, CFA, Montgomery Securities, Management

Aureus Asset Management (“Aureus” or the “Firm”), an independent investment firm dedicated to delivering long-term performance and unparalleled service to high-net-worth individuals, families, and institutional investors, today announced that Thad Davis has been appointed President and Chief Executive Officer of the Firm.

Key Points: 
  • Aureus Asset Management (“Aureus” or the “Firm”), an independent investment firm dedicated to delivering long-term performance and unparalleled service to high-net-worth individuals, families, and institutional investors, today announced that Thad Davis has been appointed President and Chief Executive Officer of the Firm.
  • Karen Firestone, Co-Founder of Aureus who previously served as Chairman and Chief Executive, has transitioned to serve as Executive Chairman.
  • Mr. Davis joined Aureus in 2005, the year the Firm was founded, as co-portfolio manager of its Core Equity Strategy.
  • Prior to joining Aureus, Mr. Davis was with Bear Stearns Asset Management where he was a vice president responsible for research and management of small and large-cap value equity portfolios.

Strengthening 401(k) Industry Ties: Pontera Welcomes Three Seasoned Retirement Plan Leaders

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星期一, 四月 8, 2024
Principal, MassMutual, Putnam Investments, Voya Financial, Head, NAPA, Edelman Financial Engines, Fidelity Investments, Retirement, National Association, Investment, Principal Financial Group, Financial adviser

NEW YORK and NASHVILLE, Tenn., April 8, 2024 /PRNewswire/ -- Pontera, the fintech company helping retirement savers receive professional 401(k) account management from their trusted financial advisor, has announced the hiring of three leaders with nearly 70 years combined experience in the defined contribution (DC) plan industry.

Key Points: 
  • Pontera has hired three new leaders with nearly 70 years combined experience in the defined contribution plan industry.
  • Pontera, which recently joined the National Association of Plan Advisors, announced the hires during NAPA's annual 401(k) Summit in Nashville, Tenn., April 7-9, 2024, which Bonnabeau and Amoruso attended alongside other Pontera executives.
  • A recent survey of DC plan participants found 62% wish they could turn management of their retirement accounts over to a professional, while 52% say they are overwhelmed by plan information.
  • Founded in 2012, Pontera invests in the success of retirement savers by enabling secure management of 401(k)s, 403(b)s and other workplace retirement accounts by their financial advisor.

Employers Holdings, Inc. Announces Board Chair Transition

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星期四, 三月 14, 2024
Principle, EIG, Bryn Mawr School, Silent Spring Institute, Putnam Investments, Insurance, Chairperson, Employment, Treasurer, Audit committee, Committee on Finance, Human resource management, Lutheranism, Compensated emancipation, Management

HENDERSON, Nev., March 14, 2024 (GLOBE NEWSWIRE) -- Employers Holdings, Inc., (NYSE: EIG) today announced that the chair of its Board of Directors, Michael J. McSally, will be stepping down as Board Chair.

Key Points: 
  • HENDERSON, Nev., March 14, 2024 (GLOBE NEWSWIRE) -- Employers Holdings, Inc., (NYSE: EIG) today announced that the chair of its Board of Directors, Michael J. McSally, will be stepping down as Board Chair.
  • The Board of Directors has unanimously elected board member Jeanne L. Mockard as the incoming Board Chair, effective March 20, 2024.
  • “Mike has been an excellent Board Chair and on behalf of the Board, I thank him for his leadership.
  • Insurance is offered through Employers Insurance Company of Nevada, Employers Compensation Insurance Company, Employers Preferred Insurance Company, Employers Assurance Company and Cerity Insurance Company, all rated A- (Excellent) by the A.M. Best Company.

Altimetrik Appoints Michael Woodall as Chief Growth Officer

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星期四, 四月 4, 2024
Technology, Finance, Fintech, Business, Professional Services, Software, Networks, Internet, Data Management, Trust Company, Organization, Growth, Face, Putnam Investments, Financial services, AI, Trust, Investment

Altimetrik , a pure-play digital business services company, has appointed Michael Woodall as Chief Growth Officer of Financial Services.

Key Points: 
  • Altimetrik , a pure-play digital business services company, has appointed Michael Woodall as Chief Growth Officer of Financial Services.
  • Woodall will focus on identifying new growth and revenue streams in the financial services industry, and will report to Altimetrik’s Chief Executive Officer, Raj Sundaresan.
  • In this newly created role, Woodall will lead the company’s expansion across financial services.
  • “Having worked with Altimetrik as one of its clients, I understand the power of the company’s Digital Business Methodology and impact it can have on organizations,” said Woodall.

Star Mountain Capital Adds Former Head of BlackRock’s $1 Trillion U.S. Wealth Business, Frank Porcelli, as Senior Advisor

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星期四, 三月 21, 2024
Finance, Banking, Accounting, Professional Services, Asset Management, Goldman Sachs, Partner (business rank), Putnam Investments, Trustee, Pace University, Strategic planning, BlackRock, Senior, Senior advisor, Starr Mountain, IShares, Morgan Stanley Wealth Management, Financial services

Star Mountain Capital , LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Frank Porcelli has joined as Senior Advisor.

Key Points: 
  • Star Mountain Capital , LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Frank Porcelli has joined as Senior Advisor.
  • View the full release here: https://www.businesswire.com/news/home/20240320564063/en/
    Star Mountain adds new Senior Advisor, Frank Porcelli (Photo: Business Wire)
    Frank Porcelli has had a distinguished 30+ year career in asset management and wealth management.
  • Wealth Business and was a member of their Operating Committee and helped that division grow assets under management from $250 billion to $1 trillion.
  • “We are honored to have Frank join Star Mountain as an aligned Senior Advisor bringing extensive strategic leadership, business management and client service experience,” said Brett Hickey , Star Mountain Capital Founder & CEO.

Gossamer Bio Announces Appointment of Steven D. Nathan, M.D., and Skye Drynan to its Board of Directors

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星期二, 三月 12, 2024
Oncology, Health, Clinical Trials, General Health, Pharmaceutical, Biotechnology, Pulmonary hypertension, Health care, Artificial intelligence, American Thoracic Society, Whitehead Institute, Lung transplantation, Idiopathic pulmonary fibrosis, Medical director, Biomedical Research, Pulmonology, Capital Group Companies, Gossamer, Partnership, American College, Wellesley College, American studies, Commerce, Creative, Medical education, Biomedicine, Latin American studies, International Society, Putnam Investments, MNTN, University, Senior, House, Publication, Portfolio manager, FDA, Internal medicine, Entrepreneurship, Lord Abbett, MIT, Capital, Bloomberg, GOSS, Orthostatic hypertension, IPF, Initial public offering, Partner, Idiopathic disease, PAH, Pharmaceutical industry

Skye Drynan is the Founder, CEO and Creative Director of House of Skye, Ltd., and a former Partner and Senior BioPharma Analyst at Capital Group.

Key Points: 
  • Skye Drynan is the Founder, CEO and Creative Director of House of Skye, Ltd., and a former Partner and Senior BioPharma Analyst at Capital Group.
  • Ms. Drynan joins the Board with an extensive background in finance, investment, and entrepreneurship, specializing in the biotechnology industry.
  • “The addition of Dr. Nathan to our Board signifies a pivotal moment in Gossamer’s evolution,” said Faheem Hasnain, Co-Founder, Chairman and CEO of Gossamer Bio.
  • Ms. Drynan is the Founder, CEO and Creative Director of House of Skye, Ltd., which she founded in 2016.

13 Years Strong: Putnam Investments Earns DALBAR’s Total Client Experience Award Again in 2023

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星期三, 二月 21, 2024
Banking, Asset Management, Professional Services, Finance, Telephone, History, Government, Putnam Investments

DALBAR, Inc., the preeminent auditor of customer service within the financial services industry, proudly continues to unveil the distinguished recipients of the 2023 DALBAR Service Award.

Key Points: 
  • DALBAR, Inc., the preeminent auditor of customer service within the financial services industry, proudly continues to unveil the distinguished recipients of the 2023 DALBAR Service Award.
  • For the 13th consecutive year, Putnam Investments* now part of Franklin Templeton, has earned the prestigious Total Client Experience Service Award, in recognition of their outstanding customer service and transaction processing support to their mutual fund shareholders.
  • The Total Client Experience Award is earned through an objective and rigorous third-party audit of the quality of telephone support to mutual fund shareholders, including both on-the-phone interactions and the behind-the-scenes processing of customer requests with precision.
  • Telephone service experiences are reviewed against detailed criteria based on superior service standards and industry best practices.

Stratos Wealth Holdings Names Brian L. Sullivan As Head of Distribution

Retrieved on: 
星期二, 三月 5, 2024
Putnam Investments, Pressure, Practice management, Stratos, Head, Distribution, Financial adviser

BEACHWOOD, Ohio, March 5, 2024 /PRNewswire/ -- Stratos Wealth Holdings, (Stratos), a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures, today announced the appointment of Brian L. Sullivan as Head of Distribution for Stratos Investment Management. He will help the Stratos' advisors identify and leverage growth opportunities available through Stratos Investment Management.

Key Points: 
  • Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management
    BEACHWOOD, Ohio, March 5, 2024 /PRNewswire/ -- Stratos Wealth Holdings, (Stratos), a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures, today announced the appointment of Brian L. Sullivan as Head of Distribution for Stratos Investment Management.
  • He will help the Stratos' advisors identify and leverage growth opportunities available through Stratos Investment Management.
  • "Brian has decades of experience identifying and executing growth strategies for financial advisors, enhancing practice management and implementing asset management solutions," said Phil Nuttall, Chief Operating Officer of Stratos Wealth Holdings.
  • Sullivan joined Stratos from Putnam Investments where he was most recently the Central Region Director responsible for managing financial advisor relationships in an 18-state region.

Morningstar Wealth Adds SMAs from Leading Asset Managers to the U.S. Wealth Platform

Retrieved on: 
星期一, 二月 12, 2024
AllianceBernstein, Putnam Investments, Investment, Growth, Spinal muscular atrophies, Lazard, You, Research, Financial adviser

CHICAGO, Feb. 12, 2024 /PRNewswire/ -- Morningstar Wealth, a division of Morningstar, Inc. (Nasdaq: MORN) today announced the addition of third-party Separately Managed Accounts (SMAs) to its Morningstar U.S. Wealth Platform, after undergoing a rigorous selection process. This expansion offers increased flexibility and choice to advisors and their clients, elevating the advisor-investor experience.

Key Points: 
  • CHICAGO, Feb. 12, 2024 /PRNewswire/ -- Morningstar Wealth, a division of Morningstar, Inc. (Nasdaq: MORN) today announced the addition of third-party Separately Managed Accounts (SMAs) to its Morningstar U.S.
  • The newly added third-party SMAs have been curated from leading asset management firms including AllianceBernstein, Congress Asset Management, John Hancock Investment Management, Lazard Asset Management, Putnam Investments, and WCM Investment Management.
  • Wealth Platform & Investment Solutions at Morningstar Wealth.
  • For more information about Morningstar Wealth Platform and its expanded investment offering, please visit mp.morningstar.com.