Marketing
A focus on marketers and third party firms.
Cortina Adds Director of Institutional Services & Portfolio Mgmt.
James Klaus has been named director of institutional services and portfolio management at Cortina
11.05.09
Opus Capital Adds Biz Development & Client Relations Manager
Katrina O’Leary has been named manager of business development and client relations at Opus Capital
11.05.09
Seizert Capital Partners Adds To Marketing, Client Service Team
Chris Heatley has been named a marketing and client service manager at Seizert Capital Partners,
10.08.09
Large-Cap Growth Firm Looks To Take Vision To Institutional Space
For Suzanne McGrath and Marina Johnson, the vision for their asset management firm founded nearly
09.10.09
Davidson Eyes Inst’l Space, Hires Institutional Biz Development Head
After nearly 35 years, Davidson Investment Advisors has begun its move into the institutional
09.10.09
Great Oak Applies Lessons From Consulting World To Asst Mgmt. Firm
When you spent 12 years as a consultant at Cambridge Associates, it is fair to say you have an idea
09.10.09
3G Capital Markets Concentrated Global Value Product To Institutions
Concentrated global value equity manager 3G Capital Management has reached its five-year track
08.06.09
Windward Capital Mgmt. Sets Sights Toward Institutional Investors
Windward Capital Management Co. has begun to market its large-cap equity portfolio to institutional
08.06.09
Channing Boasts Impressive 3-Year Returns For Small-Cap Value
Channing Capital Management reached its three-year track record on its smallcap value portfolio at
07.02.09
SDI Offers Int’l, ESG Portfolios
Strategic Development Investments has begun to market its international equity and socially
07.02.09
November 2024 Issue
This month, we have our annual feature on military veterans in the asset management industry.