? The Investment Company Institute's Board of Governors has elected Edward Bernard, vice chairman of T. Rowe Price Group, to serve as chairman of the Institute for a one-year term. He succeeds John Murphy, chairman of OppenheimerFunds, who, as immediate past chairman, will continue to serve as vice chairman of ICI... ? Envestnet has announced the addition of James Patrick as the new managing director for its Advisor Managed Programs. Previously he was co-head of U.S. distribution for Allianz Global Investors and former executive board member of the Managed Money Institute (MMI). ? F. Joseph Loughrey, a former president and chief operating officer of Cummins Inc., has been named to the board of directors of The Vanguard Group and to the board of trustees of each of Vanguard's mutual funds... ? Brewer Investment Group, the Chicago-based independent wealth management firm, announced the appointment of Mark Olson as president of Brewer Investment Group, a new position. Most recently, he was co-national sales director and COO of Allstate Financial Services, LLC... ? Glenmede, an investment and wealth management firm based in Philadelphia, has hired Glenn Switzer as a senior member of the team for its recently announced New York office. Switzer was most recently with U.S. Trust/Bank of America Private Wealth Management where he led a team of 16... ? John Barbo has joined Man Investments in New York, where he will assume responsibility for the firm's U.S. private client business, which includes banking and intermediary relationships. Barbo was most recently the head of alternative sales and marketing for Morgan Stanley. ? Mercer, the global consulting, outsourcing and investment firm, has appointed Toni Brown as director of client consulting for its investment consulting business in the U.S., a new position. Brown is based in San Francisco and is being joined by Eileen Kwei, Diana Greenstone and Mike Tadlock, all of whom come from Callan Associates and hold the titles of principal and senior consultant.
From the November 2009 issue of Investment Advisor • Subscribe!
Changes
By Staff Writer
November 1, 2009 • Reprints
Related Articles
Previous
GroupThinkNext
UpgradesComments
Event Spotlight
Retirement Income Symposium
October 10-11, 2013
Hyatt Regency, Boston, MA
The symposium provides practical, innovative solutions to current industry challenges and provides advisors clear, actionable strategies that they can utilize to address their clients' needs.
Resource Library
View All »
Understand the #1 Alternative Asset for Self-Directed Investors - Real...
Are you prepared to offer innovative alternative investment solutions to your clients and explain the...
Sales & Onboarding - Your Last Chance to Make a...
Start building long-term, loyal clients and advocates today by utilizing the latest research and our...
Complimentary White Paper: "Strategies on Advising Couples"
Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
Love being a financial advisor? Not getting what you need from your current firm? Hear...
The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
Complimentary Copy of "Winning Advantage: The Financial Advisor Playbook for...
Find out the four crucial steps you need to follow to choose the right technology...
Complimentary White Paper: "Alternative Investments in the Mainstream "
In this white paper you will learn how to earn more referrals and grow your...
Advisor Tools
Business Evaluator
The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.
eNewsletters
You are signed up! See the entire list of AdvisorOne eNewsletters.






