The Money Management Institute Announces Acceleration of Industry Trading Standards
October 22, 2009 10:00 ET | Vestmark, Inc.
WASHINGTON, DC--(Marketwire - October 22, 2009) - The MMI MASS Committee, the group charged with developing standard messaging for the managed investment solution and wealth management industry,...
Over 500,000 Accounts Now Managed on Vestmark
August 27, 2009 08:58 ET | Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - August 27, 2009) - Vestmark today announced continued momentum in the Managed Accounts Solutions market with over 500,000 accounts now managed on the Vestmark Platform. ...
The Money Management Institute's Operations and Communications Standards Committee Selects Heeren Pathak, CTO of Vestmark, as New Co-Chair
June 25, 2009 10:32 ET | Vestmark, Inc.
WASHINGTON, DC--(Marketwire - June 25, 2009) - At the June 4th quarterly meeting of the MASS Committee, MMI's standards creation effort, Heeren Pathak was elected as the new co-chair to serve a...
Vestmark Provides Federated Investors, Inc. With Solution for Distribution of Fixed Income Managed Accounts Through Banks and Trust Companies
March 11, 2009 09:43 ET | Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - March 11, 2009) - Vestmark, the leading innovator in the managed accounts technology market, today announced that Federated Investors, Inc. (Federated) has successfully...
Peter Jantzen Joins Vestmark as Executive Vice President of Sales
February 26, 2009 09:00 ET | Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - February 26, 2009) - Vestmark, Inc. announced today that Peter Jantzen is joining the firm as Executive Vice President of Sales. "Over the past 8 years Vestmark has...
Adhesion Enhances Its WealthADV UMA Program Through Vestmark Partnership
February 02, 2009 08:30 ET | Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - February 2, 2009) - Vestmark, the leading technology innovator in the managed account solutions market, today announced that Adhesion Wealth Advisor Solutions has...
Vestmark Continues Growth in the Managed Account Solutions Market With Over $80 Billion in Assets Managed on Its Platform
November 12, 2008 07:50 ET | Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - November 12, 2008) - Vestmark today announced increased momentum in the Managed Accounts Solutions market, highlighted by strong customer growth, an expanded connectivity...
Freestone Capital Management Launches Unified Managed Account Program on the Vestmark Platform
October 16, 2008 07:00 ET | Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - October 16, 2008) - Vestmark, the leading innovator in the managed accounts platform solutions market, today announced that Freestone Capital Management has successfully...
Vestmark Portfolio Modeling and Order Management Modules Expands Within Citi's OpenSMA(TM) Operations Servicing Platform
September 23, 2008 07:00 ET | Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - September 23, 2008) - Vestmark, the leading innovator in the managed accounts platform solutions market, today announced that Citi's Securities and Fund Services division...
John Lunny Named CEO of Vestmark
September 18, 2008 06:00 ET | Vestmark, Inc.
WAKEFIELD, MA--(Marketwire - September 18, 2008) - Vestmark, Inc. announced today that their COO John Lunny has been promoted to the position of Chief Executive Officer. Lunny succeeds the current...