Kepler Cheuvreux has appointed Andrew Alder as a portfolio trading sales trader, based in London, Global Trading reported. Alder has close to three decades of industry experience and joins the firm from Barclays Investment Bank, where he was most recently director of EMEA equities electronic sales trading. Prior to this, Alder spent more than 10 years at Instinet in global portfolio trading roles. He began his career at UBS Investment Bank, covering global portfolio trading and restructuring.
Jeff Levin and Kunal Soni have joined Thoma Bravo as partners on the Thoma Bravo Credit platform. Levin has also been named head of the platform, according to a press statement. Levin was a founding member of Morgan Stanley Investment Management’s Private Credit business and was most recently Co-Head of its North America Private Credit platform. Soni was most recently the Head of the Western Region and Technology Lending for Morgan Stanley Investment Management’s Private Credit business, where he served as a member of the Investment Committee and focused on originating and executing investment opportunities.
Confluence Technologies has appointed Bryan Woodard as Chief Legal Officer, according to a press release. Woodard brings more than two decades of legal and regulatory leadership in the financial services sector, most recently serving as Executive Vice President and Deputy General Counsel at State Street. This included playing a leadership role in multiple international acquisitions and leading the global legal teams responsible for supporting State Street Investor Services, State Street Global Markets, State Street Alpha, and Charles River Development, as well the corporate treasury functions and global operations division.
Steven Meier, Chief Investment Officer for the Bureau of Asset Management and Deputy Comptroller, will depart from his role effective November 7 for a new investment management opportunity. According to a press release, in his role as CIO, Meier has led the Bureau of Asset Management, which oversees the investment portfolios of each of the City’s five public pension funds, under the leadership of Comptroller Brad Lander.
SIFMA, according to a press release, has elected the following principal officers to leadership positions on the Board for 2025-2026: Chair: Ronald J. Kruszewski, Chairman of the Board and Chief Executive Officer, Stifel; Chair-Elect: David Lefkowitz, Managing Director, Global Head ABS Origination, JPMorganChase; Vice Chair: Lawrence Martinez, Chairman & Chief Executive Officer, D.A. Davidson Companies; Chair Emeritus: Laura Chepucavage, Head of Global Financing and Futures, Global Rates and Counterparty Portfolio Management, Bank of America; Treasurer: Lisa Kidd Hunt, Managing Director, Head of International Services, Charles Schwab & Co., Inc.
Grayscale Investments has named Laurie Katz as Global Head of Distribution, according to a press statement. Katz brings more than two decades of experience in client development, capital formation, and go-to-market leadership, with a track record of building and scaling businesses from the ground up. Katz joins Grayscale from Figure, where she was one of the first employees and served as Chief Revenue Officer for Figure Markets.
Citi has elected Jane Fraser, Citi’s Chief Executive Officer, as Chair of the Board, according to a press release. John Dugan, who served as Chair of Citi’s Board since 2019, will become Lead Independent Director.
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