Former Northern Trust executive joins MSSB business

The Shaffer Team has primarily served nonprofits and large family consulting needs for more than 25 years throughout the Central and Southeast regions of the country. Bob will be based in Morgan Stanley’s Private Wealth Management office in Chicago


Manning & Napier appoints independent director

Mr. Serventi, age 61, currently serves as Operating Partner at Summer Street Capital Partners, LLC, a private equity firm, and is the President of West Lake Management, an asset management firm.


KPMG taps head of banking and finance practice

In his new role, Stephens will be responsible for the strategic direction and growth of the Banking and Finance practice, which serves commercial banks, regional and community banks, investment banks and securities firms, and diversified financial compani


Loomis Sayles appoints equities veteran

Jeff, who joins Loomis from Palisade Capital Management, replaces Dan Thelen, who resigned his position at the end of 2011 after an extended leave of absence. At that time, the company initiated a nation-wide search for a new team member.