The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Which Niche Rings Pershing's Bell? Not Rated 4.0 Email Routing List Email & Route  Print Print
Monday, March 8, 2010

Which Niche Rings Pershing's Bell?

Reported by Armie Margaret Lee

Mitch Bell, a key contact for mutual fund firms seeking to get on Pershing's FundVest platform, has transitioned to another post within the firm, The MFWire has learned. The exact date of the change could not immediately be confirmed.

Mitch Bell
FundVest -- Pershing's no-transaction-fee mutual fund platform -- now falls under the responsibilities of Natalie Wolfsen as part of her broader role as managing director of the product management and development group, Pershing spokeswoman Barbara Gallo told The MFWire.

Bell now serves as a relationship manager responsible for business development and based at Jersey City-headquartered Pershing's Lake Mary, Florida offices. (Jim Crowley serves as head of relationship management.)

Natalie Wolfsen
Bell's previous title was director in Pershing's product management and development group.

It was not immediately clear when the change took place.

Since the spring of 2008, Bell had been quoted in Pershing's press releases about mutual funds becoming available through FundVest. The most recent press release issued by Pershing regarding additions to FundVest was on October 7, 2009. Bell was quoted in that release -- about the addition of Franklin Templeton and MFS funds to the platform -- as director in the product management and development group.

Bell has been with Pershing for 13 years.

Wolfsen joined Pershing last July from Schwab, where she led the equity product management and development group and was responsible for the Schwab ETF product development and delivery efforts.

As of last October, FundVest carried more than 3,000 mutual funds from more than 200 fund firms. 

Correction: A previous version of this story mischaracterized Mitch Bell's new role at Pershing. He is now a relationship manager responsible for business development.

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use