Confluence Technologies, the U.S.-based software provider focused on the investment management industry, has appointed Joan Binstock to its board of directors. Confluence is backed by Clearlake Capital Group and TA Associates. She currently serves as independent director and audit chair at KKR Real Estate Select Trust Inc., as well as a board member at both…
Category: People
IDR hires head of channel partnerships
IDR, the U.S.-based private markets onboarding hub, has hired Karina Fochtman as head of channel partnerships, based in Chicago. Her last industry role was at Allvue before taking a sabbatical.
Dale Grieve joins J.P. Morgan
Dale Grieve has joined J.P. Morgan as head of long term savings & wealth, UK and Ireland platform sales. He previously spent nearly 18 years at HSBC, most recently as head of UK sales & business development for the securities services business.
Altum hires corporate development chief
Altum Group, a UK-based provider of fund, corporate, and family office solutions has appointed Michael Riley as head of corporate development. He was previously at Sanne.
Ocorian appoints CCO
Ocorian, the C.I.-based fund services provider, has appointed Tania Mohacs as chief commercial officer. Based in London, she joined Ocorian in 2019, and was previously head of regulatory, legal and compliance.
State Street expands Tahiri’s role
State Street has appointed Mostapha Tahiri, Asia Pacific CEO, to take on additional responsibilities to lead its Middle East business. In his expanded capacity, Tahiri will be responsible for all business activities for the Middle East and Asia Pacific regions. Based in Singapore, Tahiri will continue to report to Andrew Erickson, chief productivity officer and…
STP hires strategy chief
STP Investment Services, a U.S.-based investment services provider with >USD400bn AuA, has hired David Whitaker as head of strategy & corporate development. Prior to STP Investment Services, Whitaker served for 16 years as president of Foreside Financial Group and, following its 2022 merger with ACA Group, the global services leader. He led the sale of…
BNY Mellon hires head of digital assets product
BNY Mellon has hired Max de Guillebon as head of digital assets product. He recently stepped down as CEO of Zodia Custody, the UK-headquartered digital assets custodian owned by SC Ventures in association with Northern Trust.
IQ-EQ appoints new Americas CEO
IQ-EQ, the Luxembourg-based administrator, has appointed Matt Okolita as regional CEO, Americas. He was previously global head of outsourced business services. As part of this planned leadership transition he will take over the role from Mark Fordyce, who will remain as non-executive chairman of IQ-EQ Americas. Okolita will report to Mark Pesco, group CEO of…
Universal Investment appoints COO
Universal Investment Group has appointed Etienne Rougier as COO. He will be responsible for technology, operations and change management. Rougier’s appointment will see the C-suite expand, which currently consists of CEO Michael Reinhard, chief customer officer Katja Müller and chief regulatory officer Frank Eggloff. Rougier joins from AllianceBernstein where he spent almost 10 years in…