12/22/2023
He rejoins Macquarie Asset Management from Audax Private Debt, where he oversaw the insurance solutions efforts across the company’s private debt platform and expanded investor relationships on a global basis.
12/22/2023
Effective January 1, 2024, Marc-André Lewis, Chief Investment Officer of CI GAM, will assume the role of co-head of CI GAM. Mr. Lewis will retain his current responsibilities as CIO.
12/20/2023
He previously served as head of wealth and institutional advisory solutions where he was responsible for Truist Wealth Advisors, Specialty, and Institutional groups.
12/19/2023
Their promotion reflects their dedication to the firm, its clients, and their leadership within the industry and community.
12/19/2023
The team reported having served approximately $130 million in advisory, brokerage and retirement plan assets*, and joins LPL from Ameriprise.