State Street Global Markets, the investment research, trading and securities lending arm of State Street Corporation, has announced several transition management appointments to its global Portfolio Solutions Group.
Brian Berg and Brian Moniz join as senior transition managers in Boston. Brian Berg joins State Street from Investment Technology Group (ITG), where he was responsible for business development for execution and order management systems as well as account management for key North American institutional clients. Brian Moniz, who will focus on the interim exposure offering, has held various positions at State Street since joining the firm in 1995. Most recently, Brian managed the middle office investment team for State Street Global Markets.
In Sydney, Greg Metzmacher joins the Portfolio Solutions team as a senior transition manager. Metzmacher is one of Australia’s most experienced transition managers and previously held roles at Mellon Transition Management and Citigroup, where he helped establish transition management operations in London and Australia. Prior to joining Citigroup, he was responsible for futures broking and portfolio management at Prudential Bache and Commonwealth Financial Services, respectively.
Tadateru Makino joins the portfolio solutions team in Tokyo as a senior transition manager. Makino brings over a decade of experience in the transition management business as both a quantitative consultant and in derivative and hedge fund products sales at Nomura and Goldman Sachs. He is a Chartered Member of the Securities Analysts Association of Japan (CMA).
“We are pleased to expand our talent within our global transition management team,” said Ross McLellan, senior managing director and head of the portfolio solutions group at State Street Global Markets. “Their unique perspective and combined industry expertise of nearly 50 years will bring significant strength to our transition management group particularly as we experience continued business momentum.”
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