Nadine Chakar is to leave State Street. She joined from Manulife Investment Management in 2019 to run the bank’s global markets unit, and was subsequently appointed in 2021 to head the new digital business.
Category: People
Vistra hires U.S. RE head
Vistra, a provider of advisory and administrative support to fund, corporate, capital markets, and private wealth clients, has hired Marlyn Ramirez as director, real estate fund operations, U.S. She joins Vistra with 20 years’ experience in real estate fund accounting, investor reporting, fund returns and investment management accounting systems implementation. Prior to joining Vistra, she…
State Street opens in Chile
State Street has opened an office in Chile to support institutional clients in Latin America, with a focus on custody, fund administration and securities lending. Alberto Menendez will lead the Chile office, and act as sales representative for Chile and Peru. He will report to Maria Ximena Vasquez Barbosa, regional sales head for LatAm and…
Ultimus hires from U.S. Bank
Ultimus Fund Solutions, a U.S.-based provider of fund services, has hired Gail Zess as VP of relationship management, and Catherine (Catie) Pfeifer as AVP of control accounting. Both join from U.S. Bank.
FIS appoints new CEO
FIS, the Florida-based fintech, has appointed Stephanie Ferris as president and CEO. Ferris will take over as CEO from Gary Norcross, who has served as the company’s CEO for the last eight years. Norcross will take on the role of executive chairman of the board.
Neuberger leaves U.S. Bank
Joe Neuberger, president of U.S. Bank’s global fund services business, has left to pursue an external opportunity. Neuberger spent 28 years at U.S. Bank. Whilst the bank searches for a replacement, Christine Waldron, chief product officer for the Wealth Management & Investment Services unit (WMIS), will act as interim head. This follows the news that…
HSBC appoints director of strategic initiatives
Ed Turner has been appointed as director of strategic initiatives for HSBC’s investor services business. He will be responsible for driving efficiencies, opportunities and business growth across the inserv business through partnerships, adoption of technology and execution of key initiatives. This follows his relocation back to the UK from Hong Kong where he was previously…
IQ-EQ hires from RBC I&TS
Samuel Kuborn has joined IQ-EQ as regional chief operating officer for continental Europe, based in Luxembourg. He previously spent nearly 13 years at RBC Investor & Treasury Services.
Carne hires from CSAM
Carne Group, the Europe-based fund services provider, has appointed Sean Flynn as head of private markets and strategic partners, based in New York. He joins from Credit Suisse Asset Management, where he was chief operating officer for the Americas.
Apex appoints COO for North America
Apex has appointed Jason Kirby as COO for North America. He was previously at Sanne, which Apex acquired earlier this year.