Ultimus Fund Solutions, a U.S.-based independent provider of private equity fund administration, accounting, and investor solutions, has hired Sean McLean as senior vice president, retail alternative fund services. McLean will lead the fund accounting group that services Ultimus’ retail alternative fund business, which includes interval funds, tender offer funds, and business development companies. He reports…
Category: People
Odyssey hires head of sales & marketing
Odyssey Trust Company, the Canada-based trust and transfer agency provider, has hired Sarah Gilroy as its executive vice president, sales and marketing. Gilroy was previously vice president, business development at Computershare.
BNY Mellon hires senior RM from BBH
Jennifer Muzerall has joined the BNY Mellon relationship management team in the U.S. She was previously at Brown Brothers Harriman.
RBC I&TS appoints global head of bus dev
RBC Investor & Treasury Services has appointed David Giannone as global head of business development and a member of the executive operating committee. In this newly created role, he will lead RBC I&TS’ global sales force. Prior to this appointment, Giannone was managing director and head of U.S. for RBC I&TS. He will continue to…
Ocorian hires global head of investor services
Ocorian, the C.I.-based provider of corporate, fiduciary and fund services, has appointed Don Ross as global head, investor services. He will report to Ocorian’s head of global funds, Garrett Breen. Ross was previously at J.P. Morgan, and has also worked for Quintillion.
HSBC appoints head of Ireland account management
HSBC has appointed Donal Mooney as head of account management, Ireland, for its securities services business. Mooney has been at HSBC for nearly 20 years, and was previously head of the client service office.
SEI launches voluntary separation program
SEI, the U.S.-based provider of investment processing, operations, and asset management, is launching an enhanced voluntary separation program to long-tenured employees as part of its commitment to professional development and expanded responsibilities for current and new talent by increasing advancement opportunities. The VSP is available for eligible employees in the U.S. who meet the long-term…
BNY Mellon hires senior talent (again) from BBH
Kris Dabrowiecki has joined BNY Mellon as a senior relationship manager within the banks, broker dealers, and insurance client segment. He joins from BBH, where he spent more than 12 years, most recently as relationship manager and sales manager for the global insurance business, covering the U.S. and Bermuda insurance and reinsurance markets.
Northern Trust hires CX specialist
Northern Trust has hired Andrea Istwan as head of client experience (CX) for the asset owners, Americas segment. She joins from Envestnet.
Zodia hires head of sales
Richard Clark has joined Zodia Custody as head of sales & partnerships. Zodia Custody, which is registered in the UK by the FCA as a crypto asset business, is owned by Standard Chartered in association with Northern Trust. Clark previously spent 15 years at Merrill Lynch.