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ON THE MOVE: CIBC Names Bannan Head of Equities

Traders Magazine Online News, February 12, 2019

John D'Antona Jr.

CIBC has named Tricia Bannan, CFA, as its new Head of Equities for CIBC Private Wealth Management. In this newly created role, Bannan will oversee $15.1 billion1 in internally-managed equity assets across the firm’s investment platform. While continuing to co-manage the flagship Disciplined Equity strategy, she will oversee CIBC Private Wealth Management’s seven other proprietary equity strategies, and work with other senior members of CIBC Private Wealth Management in continuing to build the platform. She brings more than 35 years of experience in financial services to her role. Prior to joining CIBC Private Wealth Management, Bannan was with Evergreen Investments, where she managed large-core portfolios for the mutual fund and wealth channels and was head of the Large-Cap Core Growth Team. She began her career in 1982 at Phoenix Investment Counsel, where she served in analytical, portfolio management and leadership roles.

Tricia Bannan

Equities market alumni Jamie Selway, departed as global head of institutional markets.  The Block has learned. He had joined the firm in August.

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LCH, the global clearing house, appointed Corentine Poilvet-Clediere as Head of RepoClear and Collateral Management, LCH SA. Based in Paris, Corentine is responsible for LCH SA’s euro-denominated debt and repo clearing service, RepoClear, as well as the clearing house’s collateral management function. Prior to this role, Corentine was Global Head of Regulatory Strategy at London Stock Exchange Group, where she played a central role engaging on a wide range of strategic policy issues,  particularly in post trade.

Parametric Portfolio Associates LLC (Parametric), an affiliate of Eaton Vance Corp announced that Timothy Atwill, CFA, Head of Investment Strategy within Parametric’s Seattle investment office, will be leaving Parametric and the investment management industry for personal reasons, effective June 30. 

RightCapital, a next-generation financial planning firm onboarded Pietro La Greca as vice president of enterprise sales. La Greca will focus on driving enterprise revenue and market share growth. He began his career with EISI, creator of NaviPlan, and remained with the company through its conversion to software-as-a-service (SaaS) and its rebranding as Advicent Solutions.

Tier1CRM (“Tier1”), the leading provider of client relationship management software for capital markets, has added entrepreneur and tech veteran Neil Ferris to its Board of Directors. Ferris has over 35 years of experience working with companies in the high technology industry. He was a founding member of Apollo Computer, and Co-Founder and CEO at Fluent, which he led until the Company was acquired by Novell. 

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