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

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

Rating:At Schwab, Mutual Funds Talk to Cox (For Clearing) Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, February 3, 2010

At Schwab, Mutual Funds Talk to Cox (For Clearing)

News summary by MFWire's editors

Thanks to a Schwab Institutional reorg, mutual fund clearing now reports to a new boss, Trish Cox. Schwab spokesman Mike Cianfrocca confirmed that Cox, formerly head of services and technology for Schwab's giant advisor services unit, now serves as the first general manager of corporate brokerage services, overseeing designated brokerage, investment-only (I-O) sales and stock plan services, as well as mutual fund clearing.

Meanwhile, Bernie Clark, formerly head of sales for Schwab advisor services, now leads the whole unit. Clark and Cox report to Jim McCool, executive vice president of Schwab Institutional Services. Jon Beatty, who worked with Clark on the advisor services sales team, now leads it in Clark's stead, while Cox's old services and technology teams now report to Clark.

Cianfrocca declined to describe the specifics of Cox's new executive team, but he insisted that there "no significant changes" in the businesses she now overseas. 

Edited by: Neil Anderson, Managing Editor


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

0.0
 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