Jason Sheller, who has been at CBRE for seven years, most recently as global head of business development & strategy for its real estate fund administration business, is stepping away from his role. He hasn’t announced his next move.
Category: People
Citi poaches IT chief from BNY
Matthew Yazdi has been appointed as head of investor services technology for Citi. He is based in New York. He joined from BNY Mellon.
Northern Trust reshuffles leadership team
Northern Trust has made a number of leadership appointments, effective January 1, 2026. Clive Bellows, president of EMEA, and Guy Gibson, global head of institutional banking & markets, have been appointed co-presidents of Asset Servicing, succeeding Teresa Parker, who will retire after more than 40 years with Northern Trust. Melanie Pickett, head of asset servicing…
Al West steps down from SEI
Alfred (Al) West, Jr., SEI Investments’ founder and executive chairman of the board, has stepped down from his role as a director and board chair as part of a planned transition effective Jan. 1, 2026. The board has appointed Carl Guarino, an independent director of SEI’s board since 2014, as chairman. West will become chairman…
Aztec hires global head of sales
Aztec, the C.I.-based administrator, has appointed Michael Saunders as global head of sales. Prior to joining Aztec, he was managing director, securities services, sales execution at J.P. Morgan. Before that, he spent over 25 years at Brown Brothers Harriman.
Flanagan to leave BNY
Alan Flanagan has announced his departure from BNY. Flanagan, an Irishman based in New York, had an 18-year career with BNY, most recently as head of global client coverage for the asset servicing business. He will start a new job in mid-March, but has not yet disclosed details. The news follows the planned retirement of…
BNY appoints head of KSA
Alaa AlMashhadi has been appointed as BNY Saudi Arabia country manager and CEO of BNY’s legal entity in Saudi Arabia. He joins BNY from The Saudi Credit Bureau, where he served as chief business development officer, and board member of its analytics subsidiary, Qarar. This follows the establishment of BNY’s regional headquarters in Riyadh, KSA.…
UI hires CCO from Vistra
Universal Investment Group has appointed Antonio Soler as chief commercial officer. Soler will join the UI Group’s management board, reporting to Francesca McDonagh, group CEO. He will lead the group’s commercial strategy, overseeing all activities across sales, relationship management, fund distribution, marketing & external communications, and sales enablement. He joins from Vistra, where he most…
SimCorp moves ahead with alts business
SimCorp, the Deutsche Börse-owned fintech, has appointed Hugues Chabanis to the newly-created role of head of SimCorp Alternatives, as the company focuses on the growing importance of innovative solutions within private markets. Chabanis, who has been with SimCorp for 10 years, will also become COO of Domos by SimCorp, the Paris-based organisation SimCorp acquired earlier…
Koudelka to step down at State Street
Frank Koudelka, one of the most highly respected ETF specialists in the industry, is to retire from State Street in 2026. Koudelka, who is the global ETF product specialist for the investment services business, joined State Street in 2007 following its acquisition of Investors Bank & Trust, where he previously worked. Godspeed to Frank and…