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

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

Rating:New Broker-dealer Adds a Pair of Key Execs Not Rated 2.0 Email Routing List Email & Route  Print Print
Wednesday, May 21, 2003

New Broker-dealer Adds a Pair of Key Execs

by: Ki Kim

San Diego-based Shareholder Services Group, a brand new brokerage services and asset custodial firm exclusively serving independent financial advisors, is currently forming its executive team. The firm, which is slated to open its doors early next month, has hired Barry Boyte as executive vice president and Alan Dean as senior vice president.

Boyte (44) will be in charge of marketing and communications and report in to CEO Peter Mangan, while Dean (41) is to oversee the firm's brokerage operations and report to Bob Reed, chief operating officer. Both executives have also taken partnership positions with the firm.

Meanwhile, a few more executive-level appointments will be announced in the coming months, according to Reed. The nascent firm has allied with the Pershing division of Bank of New York for custody and clearing services, while a decision regarding trust services has yet to be finalized, Reed said.

"A critical ingredient for the long term success of Shareholders Services Group is to attract superior executive talent, especially experienced individuals who understand and believe in the value the independent advisor offers consumers today," said Mangan.

Most recently, Boyte was vice president and chief marketing officer for WS Griffith Securities in San Diego. Dean was most recently vice president of trading for the San Diego and Boston offices of LPL Financial Services. 

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

2.0
 Do You Recommend This Story?



GO TO: MFWire
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:
Raw XML
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