August 6, 2007
Wrobleske, Ngugi, Reyes Now With Stanford Group
Three senior executives have joined private client divisions of Stanford Group. Robert Ryan Wrobleske is now senior vice president, financial adviser and John K. Ngugi is senior performance measurement analyst in the firm's Houston office, while Alejandro Reyes is a financial adviser in Miami.
Wrobleske comes to the firm from Wachovia Securities, where he had been a financial adviser since 1987. Ngugi comes from State Street Corp., where he worked for nearly 10 years, most recently as senior operations manager.
Reyes most recently was with Bank of America in Miami, where he was an international relationship manager. He was also a personal banker with Wells Fargo Bank and a registered client service assistant at Smith Barney.
Confluence Hires Moore To Lead Client Operations
Confluence, which provides mutual fund administration services, including performance measurement and financial statement reporting, has hired David M. Moore as vice president of client services.
With more than 24 years of experience in the financial services industry, Moore comes to the firm from Metavante, where he was a senior banking business consultant and engagement manager, overseeing large-scale systems implementation and strategic consulting products. He has also held positions with Fiserv and Corillian, a subsidiary of CheckFree.
"My decision to join Confluence was based on the company's commitment to delivering outstanding products and services to the global services industry," Moore said.
Harrington Joins Cogent To Oversee Marketing
Bruce Harrington, a well-known expert on 529 college savings plans and retirement planning, has joined Cogent Research as managing director of its wealth management practice. In this position, he is responsible for development, sales and marketing of Cogent Research's syndicated research products. His first task will be marketing the firm's new "Investor Brandscape" study, which will look at how brand and loyalty impact revenue at money management firms. Following that, Harrington will promote a report on how financial advisers' books of business are changing.
Harrington comes to the firm from MFS Investment Management, where he was VP and director of product development and marketing. Before that, at Putnam Investments, he was VP of retirement marketing.
Transamerica Funds Adds Three for Divisional Sales
Transamerica Capital has hired three divisional vice presidents for Transamerica IDEX Mutual Funds. Selling to the bank channel in the West now is Doug St. Myer and in the East is Scott Ramey. Selling to the broker/dealer channel in the East is Rob Thompson.
St. Myer was previously a regional VP at Transamerica Capital. Ramey was a retirement consultant manager at Wachovia, and Thompson was a regional VP with Evergreen Investments.
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