Family Office

SSgA taps wholesalers to RIAs, BDs, family offices

FWR Staff July 30, 2007

SSgA taps wholesalers to RIAs, BDs, family offices

Logue, Zipoli make moves over from SSgA from Pershing and UBS respectively. State Street Global Advisors (SSgA) has hired wholesalers Gregory Zipoli and Christopher Logue for its Intermediary Business Group (IBG). That's the front line of SSgA's business with RIAs, broker-dealers and family offices.

Boston and Chicago

"The caliber of these two appointments underscores State Street's commitment to supporting our clients by fielding the best possible people and resources," says SSgA senior managing director Anthony Rochte. "Greg and Chris both have very solid records of providing exceptional service and support to a wide range of sophisticated investors."

Chicago-based Zipoli, who joins SSgA as regional consultant for the Midwest, reports to Michael Stevens. He'll focus on the RIA and family office channels.

Zipoli comes to the Boston-based asset manager from Pershing, a clearing and custody subsidiary of Bank of New York Mellon. He has also worked at Fidelity's RIA Group.

Boston-based Logue, now a consultant for SSgA's northeastern U.S. region, reports to Rich Koerner. He'll be reaching out to broker-dealer firms.

Logue last worked at UBS Financial, where he helped train advisors in sales and marketing techniques. This is his second stint with SSgA; before joining UBS he was a national sales manager in the fund company's retirement-plan sales group.

SSgA, the investment-management arm of Boston-based State Street Corporation, had $1.9 trillion in assets under management on 30 June 2007. SSgA IBG accounted for about $150 billion of those assets. -FWR

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