Mark S. Casady General Partner & Co-Founder Vestigo Ventures As General Partner and Co-Founder of Vestigo Ventures, Mark S. Casady is at an exciting juncture in his career. The former Chairman and CEO of LPL Financial recently embarked on a new undertaking — an early stage, FinTech-focused venture capital fund. To date, Casady’s firm has […]
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Deborah Hazell Regional CEO, Global Asset Management, Americas As CEO of HSBC Global Asset Management in the U.S. and Regional CEO of HSBC Global Asset Management in the Americas, Deborah Hazell has wide-ranging responsibilities. In addition to managing business in the U.S., Hazell also oversees businesses across the region. Her staff includes 250 plus employees
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Noreen D. Beaman Chief Executive Officer Brinker Capital Noreen D. Beaman, CPA is the Chief Executive Officer of Brinker Capital, an independent, privately owned investment management organization founded in 1987. Comprised of 153 employees, the company manages just over $22 billion dollars and serves approximately 5,000 financial advisors. Active in the investment space for three
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David L. Giunta President & CEO, U.S. & Canada Natixis Global Asset Management As president and CEO of the United States and Canada for Natixis Global Asset Management, David L. Giunta is responsible for distribution in the U.S. and Canada as well as oversight of the firm’s investment managers in the U.S. and Canada. The
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Jeffrey S. Coons, PhD, CFA President Manning & Napier Jeffrey S. Coons is the president of Rochester, NY-based Manning & Napier, an investment management firm with $27 billion in AUM. The firm manages multi-asset class and single-asset class portfolios via a staff of over 400 employees, a commitment of resources that speaks to the importance
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Jeffrey Kleintop, CFA Senior Vice President Chief Global Investment Strategist Charles Schwab & Co., Inc. As Senior Vice President and Chief Global Investment Strategist for Charles Schwab & Co., Inc., Jeffrey Kleintop’s interests are vast and wide-ranging, from geopolitics to earnings to central bank actions. His responsibilities include deciphering and interpreting events as they take place
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Lynn Blake, CFA Executive Vice President & CIO Global Equity Beta Solutions State Street Global Advisors As Executive Vice President and Chief Investment Officer of Global Equity Beta Solutions for State Street Global Advisors, Lynn Blake’s list of responsibilities is long and far-reaching. A longtime State Street employee, Blake oversees approximately $1.5 trillion in assets
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Nathalie Molina Niño Founder & CEO BRAVA Investments As the founder and CEO of BRAVA Investments, Nathalie Molina Niño has big dreams; she aspires to build her new company into the Berkshire Hathaway of gender parity by targeting high-growth, scalable businesses that can make a catalytic economic impact on women. I recently sat down with
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David Hunt President & CEO PGIM David Hunt serves as the president and chief executive officer of PGIM, the trillion-dollar asset manager of Prudential Financial. A global business with about 3,500 employees in 31 offices located in 16 countries, PGIM offers a very wide range of asset classes, from public equities and public fixed income
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Churchill G. Franklin Chief Executive Officer Acadian Asset Management As co-founder and Chief Executive Officer of Acadian Asset Management, Churchill G. Franklin has oversight for approximately $86 billion in assets and 320 professionals located in offices around the globe including Boston, London, Tokyo, Sidney and Singapore. Acadian specializes in active global and international equity strategies,
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