On The Move

[1]  105 106

Trillium Hires SRI Veteran Paul Hilton

by

Trillium Asset Management, in Boston, has hired Paul Hilton, CFA, as a portfolio manager.

Lincoln Financial Group Hires National Sales Manager

by

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, has appointed Bill Nash as national sales manager for the MoneyGuard sales team.

National Planning Holdings Names Due Diligence VP

by

Santa Monica, Calif.-based National Planning Holdings Inc., one of the nation's largest independent broker-dealer networks, has promoted Daniel Weiss, to vice president of due diligence.

National Advisors Trust Expands Business Development

by

James D. Alfred has joined the company as vice president of business development.

BNY Mellon Names Mitchell Harris President Of Investment Management

by

BNY Mellon has named Mitchell Harris to the newly created position of president of its investment management division.

ProFunds Group Names Richard Eng Chief Operations Officer

by

Richard Eng will oversee fund and investor services, financial administration, and information technology for ProFunds. 

Moneta Group Names Principal

by

Eric Mundwiller has been named a principal at wealth management firm Moneta Group.

Cornerstone Financial Partners' Carbone Named As Chair of Charlotte, N.C., Group

by

Jeffrey Carbone is named as forum chair of Entrepreneurs' Organization Charlotte.

Fairport Asset Management Appoints Sally Staley To Committee

by

Fairport Asset Management in Cleveland, Ohio, has appointed Sally Staley as advisory member of its Investment Committee.

Leah Modigliani Named SVP At Neuberger Berman

by

Neuberger Berman Group LLC has appointed Leah Modigliani to the newly created position of senior vice president and multi-asset class strategist on the Investment Strategy and Risk team.

Gradney & Vistica Financial Management LLC Joins BAM Advisor Services Network

by

Gradney & Vistica Financial Management has joined the BAM Advisor Network.

[1]  105 106