Industry News

Industry News
LACERA Opting For Travel Policy Revisions Amid Controversy

The Los Angeles County Employees Retirement Association will recommend revisions to its education and travel policy following concerns raised by an internal audit report.

07.31.19
Daily Feed
Franklin Templeton Names Global Equity CIO

Alan Bartlett will join Franklin Templeton Investments as cio of Templeton Global Equity Group (TGEG), effective Oct. 1.

07.30.19
Industry News
Baird Advisors Hires Co-Leader For Municipal Investment Team

Lyle Fitterer will join Baird Advisors as managing director, senior portfolio manager and co-lead of municipal strategies on August 6.

07.30.19
Industry News
D.A. Davidson & Co. Expands Financial Institutions Group

D.A. Davidson & Co. has added several new hires to its financial institutions group.

07.30.19
Industry News
Columbia Threadneedle Names Sr. Research Director

Columbia Threadneedle Investments has appointed Stuart Jarvis as a senior research director.

07.29.19
Industry News
Gemspring Capital Adds Two MDs & Portfolio Operations Head

Middle-market private equity firm Gemspring Capital has added two new hires to its investment and operations teams.

07.29.19
Industry News
Kudu Investment Mgmt. Acquires Minority Stake In First Long Island Investors

Kudu Investment Management acquired a passive minority interest in wealth management company First Long Island Investors last week.

07.29.19
Industry News
Dean Capital Mgmt. Adds Investment Analyst

Firm has added a generalist investment analyst that will also provide research support to all of the DCM value equity strategies.

07.26.19
Industry News
Charles Schwab To Acquire USAA Investment Mgmt. Assets
The Charles Schwab Corporation has entered a definitive agreement to acquire the assets of
07.26.19
People Moves
Kennedy Capital Hires New Client Service Director

Janet Newcomb joined Kennedy Capital Management as its new director of client service on June 17.

07.26.19