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Who's Moving Where In Wealth Management? - Raymond James, Janus Henderson, Columbia Threadneedle
Editorial Staff
22 September 2017
Raymond James Lundgren will replace Jim Cielinski, who resigned from the firm to join Janus Henderson. Lundgren was previously deputy global head of fixed income and has been with the company 31 years. He will report to Colin Moore, global chief investment officer. Mark Burgess, deputy global chief investment officer, will continue to provide regional oversight of the London-based teams.
Financial services firm has recruited veteran financial advisors Wayne Green and Therese Green to Raymond James Financial Services (RJFS), the firm’s independent broker/dealer, in Houston, Texas.
The husband and wife team operates as Sage Street Financial Advisory (SSFA) and joined from Morgan Stanley Wealth Management, where they managed more than $170 million in client assets. They are joined by executive assistant Lisa Ostigin.
Wayne Green had more than 19 years' experience at the combined firm of Smith Barney and its acquirer Morgan Stanley, where he led a team as senior vice president. Therese Green previously worked on her husband's team at Morgan Stanley Smith Barney for 19 years.
Janus Henderson
Newly-created financial services firm has appointed Colin Lundgren as global head of fixed income, the firm said in a statement.