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  2. Mortimer J. Buckley - Wikipedia

    en.wikipedia.org/wiki/Mortimer_J._Buckley

    From 2001 to 2006, Buckley was Chief Information Officer, and from 2006 to 2012, he was head of the Retail Investor Group. He became Chief Investment Officer when Gus Sauter retired in 2013. [10] In 2017, Vanguard's Board of Directors unanimously elected Buckley to succeed F. William McNabb III as Chief Executive Officer, effective January 2018 ...

  3. Jonathan Hirtle - Wikipedia

    en.wikipedia.org/wiki/Jonathan_Hirtle

    Jonathan Hirtle was born in Cheswick, Pennsylvania in 1952 and graduated from Springdale High School in Springdale, PA. Hirtle earned a BA in 1974 and an MBA in 1982 from Pennsylvania State University. From 1975 to 1982, Hirtle served as an officer in the United States Marine Corps. [6]

  4. Chief investment officer - Wikipedia

    en.wikipedia.org/wiki/Chief_investment_officer

    The chief investment officer (CIO) is a job title for the board level head of investments within an organization. The CIO's purpose is to understand, manage, and monitor their organization's portfolio of assets, devise strategies for growth, act as the liaison with investors, and recognize and avoid serious risks, including those never before encountered.

  5. What Is an Outsourced Chief Investment Officer? - AOL

    www.aol.com/news/outsourced-chief-investment...

    Many companies have a chief investment officer (CIO), someone who’s in charge of a company’s financial assets. They typically manage long-term investments, portfolios of securities, pension ...

  6. The Vanguard Group - Wikipedia

    en.wikipedia.org/wiki/The_Vanguard_Group

    The Vanguard Group, Inc. (commonly known as simply Vanguard) is an American registered investment advisor founded on May 1, 1975 and based in Malvern, Pennsylvania, with about $9.3 trillion in global assets under management as of May 2024. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds ...

  7. Top chief investment officer shares tips and predictions ...

    www.aol.com/finance/citi-wealth-chief-investment...

    Wieting noted that since he is expecting 200 basis points of rate cuts (a two percentage point drop in the Fed funds rate) by the middle of 2025, the Fed’s decision to cut rates by 25 or 50 ...

  8. Investment outsourcing - Wikipedia

    en.wikipedia.org/wiki/Investment_outsourcing

    Investment outsourcing is the process whereby institutional investors and high-net-worth families engage a third party to manage all or a portion of their investment portfolio. This arrangement can include functions such as establishing the asset allocation, selecting investment managers, implementing portfolio decisions (both strategic and ...

  9. Larry Fink - Wikipedia

    en.wikipedia.org/wiki/Larry_Fink

    He is a co-founder, chairman and CEO of BlackRock, an American multinational investment management corporation. [1] BlackRock is the largest money-management firm in the world with more than US$10 trillion in assets under management. [2][3] In April 2024, Fink's net worth was estimated at US$1.2 billion according to Forbes. [4]

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