Wednesday, 1 April 2015
Last updated 8 hours ago
Jul 1 2010 | 11:33am ET
BNY Mellon Wealth Management has hired a trio of portfolio managers—all with alternative investment experience—to manage money for its New England high-net worth clients.
Terry Charron and Dan Fasciano were named senior portfolio managers in the firm’s Boston office. Both formerly worked at Mellon Financial, which merged with the Bank of New York three years ago.
Charron was head of the hedge fund group at Mellon’s private wealth management business before leaving the firm in 2005. Fasciano, who left in 2002, worked at Morley Fund Management for seven years before moving to Florida to head the state’s $15 billion portfolio last year.
Troy Newman was also named a senior portfolio manager. He joins from Strategic Financial Partners, but also boasts a stint at Blackstone Capital Management on his resume.
Mar 9 2015 | 6:35am ET
As more investors look to diversify, many are beginning to use retirement funds to invest in alternative assets such as private equity and real estate. Kelly Rodriques, CEO & President of PENSCO Trust Company, explains how companies can connect with those looking to use their retirement accounts in a different way. Read more…
Mar 20 2015 | 12:45pm ET
StreetWise Partners, a non-profit organization that works with low-income individuals to help them overcome employment barriers, raised over $275,000 at the 2015 Raising the Ante Charity Poker Tournament and Casino Event last Wednesday evening at Capitale. Here are some photos from the event. Read more…