Manager Moves and Appointments

Larry Doyle, Greenwich Investment Management

Larry Doyle joins Greenwich Investment Management as president

Greenwich Investment Management has appointed Lawrence W. Doyle as president and chief operating officer.  »

UK map

Philip Harris joins RBC Wealth Management

RBC Wealth Management, part of Royal Bank of Canada, has named Philip Harris head of private client wealth management, British Isles, a new division in which the bank will align its client facing wealth managers in one team. »

Money and calculator

Jamie Ohl named chief operating officer of Wilshire Funds Management

Financial services industry veteran Jamie Ohl has been named chief operating officer of Wilshire Funds Management.  »

Handshake and globe

Wilmington Trust veteran joins Silver Bridge

Silver Bridge, a wealth advisory firm affiliated with the law firm Wilmer Cutler Pickering Hale and Dorr, has appointed Kevin M. Fretz as client adviser in the firm's Mid-Atlantic office. »

Board of directors

AIC board elects Sarah Bates as next chairman

The board of the Association of Investment Companies has elected Sarah Bates to be the new chairman succeeding Carol Ferguson. »

Mitchell Harris, BNY Mellon

BNY Mellon names Mitchell Harris interim head of asset management

BNY Mellon has named Mitchell Harris as the sole head of the company's asset management business on an interim basis. »

Reuben Jeffery III, Rockefeller Financial

Rockefeller Financial names Reuben Jeffery III chief executive officer

Rockefeller Financial, a wealth management firm serving high-net-worth individuals, families, family offices, trusts, foundations and endowments, has named Reuben Jeffery III as chief executive officer of the company.  »

Research

Evercore Partners launches equity research group

Evercore Partners has launched an equity research group and plans to initiate coverage of companies in the telecommunication, media and technology, and financial institutions industries during the third quarter. »

Money and calculator

Lisa Shalett named chief investment officer of Merrill Lynch Global Wealth Management

Bank of America has named Lisa Shalett chief investment officer of Merrill Lynch Global Wealth Management and head of investment management and guidance. »

Handshake

Axa Equitable names David O'Leary executive vice president

Axa Equitable Life Insurance has appointed David O'Leary to lead the financial protection division, which houses Axa's life insurance business. »

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