Saturday, 26 July 2014
Last updated 21 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.
Jul 8 2014 | 10:48am ET
The surge in derivatives regulation is among the most complex challenges facing the financial services industry today. Northern Trust’s Joshua Satten recently spoke with FINalternatives to share insights into the challenges presented by new regulation and explore how the industry is responding. Read more…