People Moves
Who's Moving Where In Wealth Management? – MetLife IM, Raymond James, Advisor360°
The latest senior moves, appointments and personnel changes in the North American wealth management sector.
MetLife
MetLife Investment Management (MIM), the institutional asset
management business of MetLife, has named Jude
Driscoll as its president, effective September 1.
Previously serving as MIM’s global head of fixed income and private capital, Driscoll will continue to report to John McCallion, MetLife’s chief financial officer and head of MetLife Investment Management.
Driscoll joined MIM in 2017 following its acquisition of Logan Circle Partners, where he was founder, chief executive officer and chief investment officer. Prior to Logan Circle, Driscoll was president and chief executive officer of Delaware Investments.
MetLife Investment Management has more than 150 years of investment experience and, as of June 30, 2024, had $587.6 billion in total assets under management.
Raymond James
Raymond James
has welcomed financial advisors Gary Perl and Katie Janda to its
employee advisor channel.
The team, formerly at Morgan Stanley where they managed over $360 million in assets, is joined by practice business manager Sharon Brown and client service associate Elisabeth Perl. As The Perl Group of Raymond James, they operate from offices in Ponte Vedra Beach, Florida and Fort Collins, Colorado as part of RJA’s Ponte Vedra Beach branch.
The advisors serve clients including business owners, corporate executives, families and individuals, healthcare professionals and corporate retirement plans.
Advisor360°
Advisor360°,
a provider of technology for wealth managers, has appointed
Dena Upton as chief people officer.
Upton brings over 25 years of experience in leadership to the firm. Most recently she served as head of people at Dandy, a software company.
The firm has a total of 800 people in the US, India, Canada, and Northern Ireland.
Earlier this year, the business appointed Mike Fanning as chief executive; and recently recruited Bank of America veteran Abbe Gálvez Cordón as senior vice president of strategy and corporate development. It also added Milind Mehere to its board of directors.
