Wednesday, 1 April 2015
Last updated 7 hours ago
Feb 15 2012 | 11:40am ET
Portland, Ore.-based Aequitas Capital Management has hired two executives for its asset-backed securities portfolio.
Jonathan Wease, who becomes vice president of portfolio management, brings more than 25 years of financial experience, including the last 15 years with Portfolio Financial Servicing Company. Prior to that, Wease had worked at both US Bancorp and US Bank providing management support in accounting, tax and portfolio administration.
Brian Zeck, who was appointed managing director in the asset management business unit, was previously executive vice president of Leader Capital Corp., a fixed income mutual fund company, and also brings institutional experience from Barclays Global Investors and Morgan Stanley Smith Barney.
In their new roles at Aequitas, Wease will oversee the firm’s existing group of portfolios and provide leadership on new portfolio acquisition strategies while Zeck will engage with registered investment advisors across the U.S.
Founded in 1993 and managing almost $300 million in assets, Aequitas Capital is an investment management firm that builds and distributes alternative investment solutions for clients. In addition to its headquarters in Portland, the firm has offices in San Diego, San Francisco, and New York City.
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…