People Moves

Who's Moving Where In Wealth Management? - Raymond James, Janus Henderson, Columbia Threadneedle

Editorial Staff September 22, 2017

Who's Moving Where In Wealth Management? - Raymond James, Janus Henderson, Columbia Threadneedle

The latest moves in wealth management across North America.

Raymond James
Financial services firm Raymond James has recruited veteran financial advisors Wayne Green and Therese Green to Raymond James Financial Services (RJFS), the firm’s independent broker/dealer, in Houston, Texas.

The husband and wife team operates as Sage Street Financial Advisory (SSFA) and joined from Morgan Stanley Wealth Management, where they managed more than $170 million in client assets. They are joined by executive assistant Lisa Ostigin.

Wayne Green had more than 19 years' experience at the combined firm of Smith Barney and its acquirer Morgan Stanley, where he led a team as senior vice president. Therese Green previously worked on her husband's team at Morgan Stanley Smith Barney for 19 years. 

Janus Henderson
Newly-created financial services firm Janus Henderson Investors  has appointed Jim Cielinski as global head of fixed income, the firm said in a statement.

He will be based in the firm’s London headquarters and he will join the firm on November 1 to oversee the growth of the firm’s fixed income team.

Cielinski has more than 30 years of investment management experience. He was most recently global head of fixed income for Columbia Threadneedle Investments, where he oversaw fixed income globally, including more than 165 investment professionals and $190 billion in fixed income assets under management.

Columbia Threadneedle
Asset manager Columbia Threadneedle Investments has appointed Colin Lundgren as global head of fixed income, the firm said in a statement. 

Lundgren will replace Jim Cielinski, who resigned from the firm to join Janus Henderson. Lundgren was previously deputy global head of fixed income and has been with the company 31 years.

He will report to Colin Moore, global chief investment officer. Mark Burgess, deputy global chief investment officer, will continue to provide regional oversight of the London-based teams.

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