Lambert Kidder will be responsible for sales in southern California, Arizona, Nevada and Hawaii. She joined the company from Morgan Stanley, where she served as senior vice president and director of national training for Investment Consulting Services.
Delaware Investments Forms Wealth Management Group
Delaware Investments in Philadelphia has formed a Wealth Management Group headed by new hires Stephen W. Starnes and Theodore K. Smith.
Starnes and Smith will focus first on growing the existing managed accounts business and then on developing more wealth management services for the firm.
Starnes was named a senior vice president and will have overall responsibility for the new group. Previously, he was a director at 1838 Investment Advisors LLC, where he initiated the broker-related distribution of the firm‚s investment products using separate accounts platforms.
Smith joins Delaware as vice president of the group. Previously, he worked for FOLIOfn Inc. of Vienna, Va., where he served as vice president of business development.
CheckFree, Tamarac Become Partners In Separate Accounts
CheckFree Investment Services in Jersey City, N.J., has announced a joint marketing agreement with Tamarac Inc., a Seattle-based developer of specialized tax-optimization applications for broker-dealers, money managers, mutual funds and registered investment advisors.
CheckFree specializes in portfolio management and trading software services, and its APL platform is the most widely used among firms working with in separate accounts. CheckFree and Tamarac will bring tax-optimization services to Check-Free APL clients for enhancing decisions about buying and selling assets within separately managed accounts.
For more information, visit www.checkfreecorp.com.
A Better Way To Mail
Calumet Carton Co. of South Holland, Ill., has introduced its new Expand-A-Mailer, which allows thick spiral-bound reports, financial documents, employee benefits packages, books and other bulky items to be mailed safely. For more information about Expand-A-Mailer, or any other envelopes and packaging, call Calumet at (888) 889-7242 or visit www.calumetcarton.com.