Thursday, June 30, 2011

State Street Appoints Kelly Mckenna

State Street announced the launch of its Center for Applied Research to provide clients with strategic insights into the current and future state of the investment management industry. The Center for Applied Research conducts primary research and works with resources within the financial services industry and across State Street to produce timely research on topics important to investors worldwide. The Center publishes primary research that delivers insights on the future of financial markets and the global asset management industry.

Leading the new initiative are Kelly McKenna, senior vice president and Suzanne Duncan, who has been appointed global head of research for the Center. McKenna re-joined the company in 2010 from BNY Mellon where she designed strategic plans for new business development with top institutional clients. She has more than 25 years of sales and sales leadership experience, driving cross-enterprise strategies for business process outsourcing services with large complex clients. Duncan recently re-joined the company from IBM Corporation where she led research for the financial markets industry. -Business Wire


Friday, June 25, 2010

State Street Appoints Nicholas Bonn

State Street announced the appointment of executive vice president Nicholas (Nick) Bonn, to head its securities finance business.

Bonn, an 18-year veteran of State Street, will report to David Puth, executive vice president and head of State Street’s global markets business.

Bonn has held a variety of leadership positions throughout his career at State Street, including responsibility for establishing State Street’s broker/dealer subsidiaries in the US, Canada, Japan and the UK. He managed State Street’s equity trading and transition management businesses for 17 years. He most recently served as global head of sales and client development for State Street global markets. -Business Wire


Thursday, August 13, 2009

State Street Appoints Ian Martin

State Street Corp. announced that it has appointed Ian Martin as its head of global markets and investor services in Australia and New Zealand. He has worked for the company in Australia for the past 15 years. He would be responsible for the company’s Australian and New Zealand multi-asset class trading businesses, electronic trading, securities lending and the full range of investor servicing capabilities.


Tuesday, March 3, 2009

State Street Global Advisors Appoints James Kase

State Street Global Advisors (SSgA) announced the appointment of James Kase as executive vice president, head of global sales and marketing. Serving as a member of SSgA’s executive management group, Kase will oversee all aspects of North American sales and global marketing functions, primarily responsible for anticipating and meeting the needs of clients in the institutional and intermediary marketplace. Additionally, Kase will be responsible for further building out the sales and marketing infrastructure that supports more than 300 products, as well as managing employees across institutional sales, relationship management, consultant relations, SSgA’s intermediary business and its business in Canada. Most recently, as executive vice president at ING Investment Management in New York, Kase led the company’s US distribution effort across defined benefit and investment only defined contribution channels. He also chaired ING’s Global Marketing and Distribution Committee, which is responsible for coordinating efforts across the globe with the regional heads in Europe and Asia.-Business Wire


Thursday, October 9, 2008

State Street Announces Executive Appointment

State Street hired Gunjan Kedia as an executive vice president in its U.S. investment servicing business. She was an executive vice president of global product management and asset servicing for Bank of New York Mellon. Before that she had been an executive director for Mellon Financial Corp.’s investment manager solution group and the director of its operations strategy group Ms. Kedia will oversee the operational and financial aspects for several of State Street’s premier mutual fund relationships. In addition, she will assist in setting the strategic direction of its mutual fund servicing business.-American Banker


Thursday, August 21, 2008

State Street Corp. Appoints David Puth

State StreetState Street Corp. announced that David Puth has been named to a newly created position as head of State Street’s investment research, securities finance and trading activities worldwide. Puth will report to Jay Hooley, president and chief operating officer of State Street. He will also join the company’s operating group, State Street’s senior-most strategy and policy-making team.

Puth has more than two decades of experience managing and leading capital markets and trading businesses within global financial firms in Europe and the United States including Citigroup and JP Morgan heritage corporations. Puth is a member of the boards of the Robin Hood Foundation, an organization dedicated to fighting poverty in New York City, and the Institute for Global Leadership at Tufts University. He is also a trustee of the Berkshire School, a preparatory school in Sheffield, Mass. Puth holds a Bachelor of Arts degree from Tufts University.-Business Wire


Wednesday, May 7, 2008

State Street Global Advisors Announces Executive Changes

On May 1, 2008, State Street Global Advisors announced the appointment of Scott Powers as president and CEO. James S. Phalen, who has served as interim president and CEO of SSgA since January 3, 2008, returned to his prior position as head of international operations for State Street’s investment servicing and investment research and trading businesses.-SEC Form 8k


Thursday, May 1, 2008

State Street Appoints Jay Hooley as President and Chief Operating Officer

State StreetState Street announced that its board of directors has appointed Jay Hooley, vice chairman and head of State Street’s global investment servicing, trading and research businesses, to president and chief operating officer. He will continue to report directly to Ronald E. Logue, chairman and CEO of State Street.

Hooley, age 51, is responsible for all of State Street’s asset servicing activities worldwide including investment servicing, investment research and trading and securities finance. Under his leadership, State Street has achieved high growth, expanded its global presence and enhanced its capabilities and services for its customers.

Hooley is an active member of a number of community organizations. He is a director on the board of the Boys & Girls Clubs of Boston, a trustee of The Prince of Wales International Business Leaders Forum and a member of The Boston Club’s Corporate Advisory Board, which is focused on identifying and recommending qualified women candidates for openings on corporate boards. -Business Wire


Monday, April 7, 2008

State Street Names Scott Powers as President and CEO

State Street announced that Scott Powers has been named to be president and chief executive officer of State Street Global Advisors (SSgA), the company’s investment management arm. Powers will join SSgA from Old Mutual US, the US operating unit of London-based Old Mutual, where he has served as chief executive officer and one of six senior executives overseeing its worldwide operations.

Powers will report to Ronald E. Logue, chairman and chief executive officer of State Street, and will join the company’s operating group, State Street’s senior-most strategy and policy-making team. He will succeed James S. Phalen, who has served as interim president and CEO of SSgA since January 2008. Phalen will return to his position as head of international operations for State Street’s investment servicing and investment research and trading businesses. -Business Wire


Wednesday, March 5, 2008

State Street Adds Two Executives to Growing US Public Funds Team

State StreetState Street has announced two new appointments who will be responsible for continued outreach to the US public funds market. Mark Doherty has been appointed vice president of State Street’s institutional investor sales team and Michael Pettit has been named vice president of client management.

Doherty, who will be based in New York, joins State Street from Northern Trust, where he was senior sales representative responsible for local and national government entities and insurance companies. Prior to this role, he was a senior sales representative and relationship manager with Bank of New York for more than three years.

Prior to joining State Street, Pettit was a senior relationship manager at Northern Trust covering public fund and Taft Hartley pension and health plans for more than four years. Previous to this role, he spent more than a decade with Bankers Trust/Deutsche Bank in the client services group. Pettit will be based in Los Angeles. -Business Wire


Monday, February 25, 2008

State Street Announces Management Appointment

State- StreetTan Lee Chew appointed as senior vice-president and head of sales and relationship management for State Street’s investor services business for the Asia-Pacific. Ms. Tan was formerly from Hewlett-Packard, where she was the regional managing director. Lily Kwok appointed as regional director of sales for investor services in Asia, excluding Japan. Ms Kwok was previously the company’s regional head of global marketing in the Asia-Pacific.-The Straits Times (Singapore)


Tuesday, February 19, 2008

State Street Global Advisors Appoints Christos Koutsoyannis

State StreetState Street Global Advisors has appointed Christos Koutsoyannis as senior portfolio manager in its active European equity team. Mr. Koutsoyannis joins SSgA from Old Mutual, where he was deputy head of quantitative research with responsibility for coordinating research projects and managing portfolios as well as liaising with clients.

In his new role, Mr. Koutsoyannis will undertake investment research alongside SSgA’s advanced research centre, and will also have responsibility for portfolio management. Based in London, he will report to Mark Webster, senior investment manager and head of the active equity team. -HedgeWorld Daily News


Friday, February 15, 2008

State Street Global Advisors Appoints Six Senior Executives to Its Global Fixed-income Leadership Team

state streetState Street Global Advisors announced the appointment of six senior executives to its global fixed-income team. The appointment of three current SSgA executives and three industry veterans new to the company puts in place a  senior team to lead the global fixed-income organization.

The six executives will report to Mark Marinella, SSgA’s newly appointed global fixed-income CIO. The new team includes current SSgA executives John Kirby and Kevin Anderson, who will co-lead global fixed-income beta solutions. Anderson also will co-lead European and Pan-Asian regions with SSgA veteran William Street.

Joining SSgA are William Cunningham, who has been appointed global head of credit strategies and fixed-income research; Thomas Hagstrom, who has been appointed global head of fixed-income business management; and Brett Wander who has been appointed global head of active fixed-income and alpha strategies. Tom Hagstrom joins SSgA from RBS/Greenwich Capital, where he was managing director and a founding member of the credit business. Brett Wander joins SSgA from Loomis Sayles, where he led that firm’s fixed-income alpha strategies. Bill Cunningham joins SSgA from State Street’s global markets group where he worked to build a fixed-income broker/dealer effort. In his new role, Cunningham is responsible for helping to expand SSgA’s global fixed-income research. He is also responsible for directing portfolio management efforts that involve specific active pursuit of alpha in high-yield and investment-grade bonds. John Kirby joined SSgA in 1995 and most recently has been vice president and head of the fixed-income index team. Kevin Anderson has headed international fixed-income beta solutions for SSgA. Bill Street most recently was head of international rates, with responsibility for leading the active rates teams in London and the U.S., along with the global credit function. He joined SSgA in 2007 from Unicredit, where he was head of fixed- income and proprietary trading. -Business Wire


Thursday, January 24, 2008

State Street Appoints David J. Gutschenritter

state streetState Street announced the appointment of executive vice president David J. Gutschenritter to treasurer, effective January 16, 2008. Gutschenritter, age 50, will be responsible for oversight of State Street’s balance sheet, investment portfolio, liquidity and interest rate risk management activities worldwide.

In this capacity he will continue to report to Edward J. Resch, State Street’s chief financial officer. Gutschenritter joined State Street in May 2004 as the director of capital planning. Prior to being named executive vice president and department head, he was the managing director of global liability and capital management. -Business Wire


Friday, January 4, 2008

State Street Global Advisors Announces Return of James S. Phalen

state-street.jpgState Street Corporation announced that James S. Phalen, currently executive vice president and head of international operations for investment servicing and investment research and trading, is returning to State Street Global Advisors (SSgA) as interim president and chief executive officer. Phalen, age 57, succeeds William W. Hunt who has resigned from State Street. Phalen will report to Ronald E. Logue, chairman and chief executive officer of State Street. The company has initiated a global search for SSgA’s new CEO, which will focus on both internal and external candidates. -Business Wire


Wednesday, November 28, 2007

State Street Global Advisors Appoints Paul Escobar

state streetState Street Global Advisors announced the appointment of Paul Escobar as head of US business development for SSgA Insure-VestSM, SSgA’s insurance asset management team. Escobar will be responsible for coordinating SSgA Insure-Vest’s specialized global insurance capabilities, including taxable and tax-efficient strategies, risk management, and accounting solutions for SSgA’s insurance clients in the life, health, property/casualty and reinsurance markets. He will report to Karen Kruck, senior managing director and head of SSgA Insure-Vest. -Business Wire


Friday, November 16, 2007

State Street Appoints Caroline Carmichael

state-street1.jpgState Street announced the appointment of Caroline Carmichael to senior vice president of State Street’s relationship management group. Carmichael will be responsible for overseeing the relationship of several of State Street’s global customers. She will report to Robert Tarter, executive vice president and head of relationship management. Prior to joining State Street, Carmichael spent more than 12 years at Brown Brothers Harriman, where she most recently served as senior vice president and West Coast global sales and relationship manager. -Business Wire


Wednesday, November 7, 2007

State Street Global Advisors Appoints Thomas Anderson

state-street.jpgState Street Global Advisors announced that Thomas Anderson has joined its intermediary business group as head of the strategy and research group. Created in 2001, State Street’s intermediary business group provides service to a client base of financial advisors, broker-dealers, registered investment advisors, and family offices and represents more than $160 billion in assets under management.

As head of the strategy and research group, Mr. Anderson will direct State Street’s investment management and thought leadership for the intermediary business group in North America. In this role, he will oversee a team of eight research strategists providing portfolio solutions to financial advisors, asset managers, RIAs and family offices. Tom reports to Anthony Rochte, senior managing director of SSgA Funds Management. Most recently, he served as portfolio manager and investment team leader in State Street Global Advisor’s charitable asset management group (CAM). -Business Wire


Thursday, October 25, 2007

State Street Global Advisors Appoints Thomas Kennelly

state-street1.jpgState Street Global Advisors announced the appointment of Thomas Kennelly to U.S. head of liability-driven investing. Responsible for overseeing the management and development of liability-driven investing strategies for SSgA’s institutional clients in the U.S., he reports to Michael Wands, senior managing director of Fixed Income for North America.

Kennelly joins SSgA with more than 15 years of experience in asset-liability management, fixed income portfolio management and benefit funding consulting. He most recently served as a consultant at William J. Lynch and Associates, advising corporations in the analysis, design and implementation of various funding and hedging strategies for post-retirement employee and executive benefit obligations. Prior to that, Kennelly served as a portfolio manager at BankBoston responsible for fixed income investment portfolio management and derivatives hedging as part of the Global Treasury asset-liability management unit.-Business Wire


Thursday, October 4, 2007

State Street Names Stefan Corthouts as Vice President of New Business Development

State-StreetState Street announced that it has expanded its securities lending presence in Continental Europe. State Street has named Stefan Corthouts as vice president of new business development for Continental Europe, based in Luxembourg. Prior to this role, he was responsible for new business development of State Street’s offshore investment services product offering.-Business Wire


Tuesday, September 25, 2007

State Street Names Christopher Perretta as Executive Vice President and Chief Information Officer

State-StreetState Street announced that it has appointed Christopher Perretta as executive vice president and chief information officer with responsibility for State Street’s information technology businesses globally. Perretta will report to Vice Chairman Joseph Antonellis, who has also held the CIO position since 2002. Perretta will be responsible for the strategic direction and management of the company’s information technology. He will oversee global technology infrastructure, application development and systems architecture for all of State Street worldwide. Perretta joins State Street from General Electric Commercial Finance, where he was a senior vice president and chief information officer since 2002. -Business Wire




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