Ultimus Fund Solutions, an independent provider of fund administration, accounting, and investor solutions, has appointed Teresa Connors as executive vice president, fund services. Connors will oversee the fund accounting, financial administration, tax, and portfolio compliance teams. She was most recently at State Street.
Category: People
State Street hires new CFO
State Street has appointed John Woods to CFO. Woods, who will join State Street in late August, succeeds Mark Keating, who has served as interim CFO following the 2024 departure of Eric Aboaf, vice chairman and CFO, who left to join S&P Global. Upon joining State Street, Woods will report to Ron O’Hanley, State Street’s…
Carne hires BD MD
Carne Group, the European third-party ManCo and provider of fund regulation and governance solutions, has appointed Lizzy Buss as managing director, business development. She will be based in London, reporting to Mark Stockley, chief business development officer She will be responsible for engaging with institutional investors, including existing and potential clients, as part of Carne’s…
Ogier adds INEDs to Irish operation
Ogier Global has added Fiona Coughlan and Ronnie Griffin as independent non-executive directors for its Irish fund administration entity. These appointments come after Ogier secured a fund administration licence from the Central Bank of Ireland.
DTCC hires from BNY
DTCC has appointed Talia Klein as head of wealth management services, reporting to Brian Steele, president, clearing & securities services at DTCC. Klein will oversee the firm’s wealth management services organisation, with responsibility for mutual fund offerings, Insurance and retirement services, and alternative investment products. Prior to DTCC, she was BNY’s head of tokenisation where…
U.S. Bank creates investment services division
U.S. Bank has merged its global fund services and global corporate trust teams into a single investment services division led by Jay Martin. Martin has led global fund services since joining the bank in 2023.
NTRS appoints new global head of asset servicing sales
Northern Trust has named Douglas Gee as global head of sales for asset servicing, effective 1 July. He replaces Jon Dunham, who is retiring. Gee will report to Teresa Parker, Northern Trust asset servicing president, Gee, who joined Northern Trust in 2008, currently manages the EMEA and APAC business development teams. He will remain based…
Alter Domus adds to client partnership team
Alter Domus, the Luxembourg-based provider of fund services for the private equity, real assets and private debt sectors, has expanded its key client partnerships team, appointing Kenny King as head of key client partnerships, North America, and Jane Karczewski as head of key client partnerships, EMEA. King joins from BNY, where he was global head…
SimCorp names COO
SimCorp, the Deutsche Börse-owned fintech, has named Ronan Donnelly as chief operations officer, reporting to Georg Hetrodt, CEO. Donnelly has been with SimCorp since 2020, most recently, as SVP of SaaS operations.
Ogier upgrades in Ireland
Following the recent acquisition of its fund administration licence in Ireland, Ogier Global has appointed Nichola Costello as director and head of transfer agency. She joined Ogier in 2024.