Mon, 07/01/2013 - 16:00
3D Asset Management, an investment manager that specialises in managing exchange-traded fund asset allocation portfolios for retirement plans and individuals, has promoted three members of its management team.
Sheryl O'Connor has been named chief operating officer, a newly created position, where she will oversee all middle- and back-office operations for the firm's growing group of retirement plan lines in addition to her former responsibilities of overseeing the Turnkey Asset Management line of business.
Previously, O'Connor served as manager of operations for the firm since its inception in 2006. O'Connor has folded in relationships with key retirement plan partners including Ascensus, Cambridge Retirement Solutions, Mid Atlantic Capital Group and Verisight.
"Sheryl has been an integral member of our executive team," says John O'Connor, president of 3D Asset Management. "Her expertise with the management of our operations across all lines of business will become even more critical as our company expands through new initiatives and distribution channels."
As a member of the 3D's executive team reporting to the president, O'Connor will help set the firm's strategic direction and priorities. She will continue to manage special projects for 3D, a strength she used extensively as a programme manager at The Hartford and MassMutual prior to helping found 3D in 2006.
Lauren Handville succeeds O'Connor in the position of operations manager, a promotion from her former position of operation analyst. She will report to O'Connor and manage the staff and activities in the firm's middle and back office. Handville has been with 3D since 2010.
In a second newly-created position, Thomas O'Connor has been appointed as director of management information services. O'Connor joined 3D in 2009 as an investment analyst. He will be responsible for all of the firm's data management, communications technology, CRM customisation and network services. Additionally, he is a member of 3D's investment management team and manages the systems that track investment performance and reporting as well as provides performance and attribution data to industry databases such as eVestment Alliance, Informa Investment Solutions and Morningstar.
The etfexpress Awards 2013 for the top ETF product and service providers will be held in London towards the end of Q1 2013. Please click here to nominate your product/firm.
The Wealth Adviser Awards 2013 for the top wealth manager and service providers will be held in London towards the end of Q1 2013. Please click here to nominate your product/firm.
Wed 24/08/2016 - 13:45
Wed 10/08/2016 - 14:55
Mon 08/08/2016 - 09:59
Mon 11/07/2016 - 10:34
Fri 26/08/2016 - 10:44
Fri 26/08/2016 - 10:09
Tue, 30/Aug/2016 - 08:07
Mon, 29/Aug/2016 - 14:00
Mon, 29/Aug/2016 - 12:42
Fri, 26/Aug/2016 - 16:30
Fri, 26/Aug/2016 - 06:36
Fri, 26/Aug/2016 - 06:34