People Moves

Who's Moving Where In Wealth Management? – Raymond James, MSCI, Others

Editorial Staff December 4, 2023

Who's Moving Where In Wealth Management? – Raymond James, MSCI, Others

The latest moves and appointments in wealth management in the Americas.

Raymond James
Raymond James has welcomed financial advisor Jeffrey D Olsen to its employee advisor channel in Roseville, California.

Olsen, who was formerly at Morgan Stanley, where he managed approximately $197 million in client assets, is supported by senior client service associate Jennifer Goldsby. The team, which works as Olsen Wealth Management of Raymond James, serves clients in California and Texas.

MSCI Inc, a provider of decision support tools and services for the global investment community, has appointed Jana Haines as head of index and member of MSCI’s executive committee.

Based in New York, Haines will be responsible for the strategic development and execution of MSCI’s global Index product line. She will partner with senior leaders across the firm to manage the index product development. Haines will aim to drive innovation across index categories, including market cap, sustainability, climate, factors, thematics and asset classes, such as fixed income and private assets, the firm said in a statement.

Haines served in a variety of senior leadership roles at MSCI from 2006 to 2021. Most recently, she served as head of index product for Americas and EMEA, and global head of fixed income indexes. Earlier in her tenure at MSCI, she worked in various capacities within the client coverage team.

Since 2021, Haines was the chief strategy officer of ARK Investments, where she worked alongside CEO Cathie Wood. She was instrumental in ARK’s transition to a scalable business and expanding the firm’s global partnerships.

Before joining MSCI in 2006, Haines gained diverse experience in financial markets at HypoVereinsbank and Richie Capital. She also co-founded the Private Equity Group in Prague. Haines holds an MBA from the University of Chicago Booth School of Business.

“Jana’s extensive expertise in the global financial industry will be critical to MSCI building an even deeper understanding of our clients’ evolving needs for indexes that help them build better portfolios and develop investable financial products,” Baer Pettit, president and chief operating officer of MSCI. said.

Canada’s Wellington-Altus has appointed Andrew Marsh to join its board of directors. 

Marsh has more than 30 years’ financial-industry leadership experience. His track record includes 17 years at Richardson Wealth (formerly Richardson GMP). Marsh is also vice chairman at Dynasty Financial Partners.

The firm has grown its assets under administration to more than C$25 billion ($18.5 billion) since its genesis in April 2017. The firm said it has a medium-term goal of reaching C$50 billion of AuA in the next few years.

Wellington-Altus is the parent company of a raft of businesses, including Wellington-Altus Private Counsel, Wellington-Altus USA and Wellington-Altus Private Wealth. The chief executive of Wellington-Altus is Shaun Hauser.

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