Deals & People May 4, 2009

O’Shaughnessy Joins Arnerich Massena

Portland, Oregon-based Arnerich Massena&Associates, Inc., brought on Jacob O’Shaughnessy to its institutional client group.
Reported by

He will also be a member of Arnerich Massena’s Investment Committee, according to a news release.

O’Shaughnessy’s experience includes providing consulting services to both corporate and public defined benefit and defined contribution plans, foundations, endowments, and non-pension operating plans. Prior to joining Arnerich Massena, O’Shaughnessy was with R.V. Kuhns & Associates, Inc., and has also worked with the Shinsei Bank Investment Banking Group and Willamette Securities.

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Arnerich Massena & Associates is a West Coast-based independent investment management and education consulting firm that offers services to corporations; institutions; state and local governments; charitable organizations; trusts and estates; corporate pension and profit-sharing plans; and private clients. The firm advises to more than $12 billion in assets.

Deals & People May 4, 2009

Wachovia Changes Name to Wells Fargo Advisors

Wells Fargo&Co. said Monday that it has rebranded its newly acquired brokerage, Wachovia Securities, as Wells Fargo Advisors.
Reported by

The name, effective May 1, was selected after receiving financial adviser and customer input, the San Francisco-based bank said in a news release.

Charlotte, N.C.-based Wachovia acquired A.G. Edwards in 2007, forming Wachovia Securities, the second-largest American retail brokerage by number of brokers, according to the release (see “Wachovia to Acquire A.G. Edwards’). Wells Fargo acquired Wachovia on Dec. 31 (see “Wachovia Leaves Citigroup at the Altar’ and “No Dough for Wachovia Reps’).

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