William Laurent
William Laurent is a renowned independent consultant in data, governance and IT strategy. You can reach him at william@williamlaurent.com.
William Laurent is a renowned independent consultant in data, governance and IT strategy. You can reach him at william@williamlaurent.com.
When State Street announced plans to acquire Brown Brothers Harriman Investor Services last year, it turned to a trusted executive to oversee the integration: Donna Milrod, who was leading both State Street's Global Asset Managers segment and the Global Clients division.
2021 was a year of transition for Julie Monaco, as her team expanded its strategic sovereign advisory business to address client vulnerabilities in food, energy, and security.
In June 2021, Nadine Chakar, the three-decades long industry veteran, was appointed to lead State Street Digital, a new business division. The division is designed to help institutional investors, regulators, and State Street itself successfully transition into a modern digital economy.
When Abigail Johnson, the chair and CEO of Fidelity Investments, was recently asked to advise those in the early stages of their career, she emphasized the core values that she and her firm have embraced for decades. "Don't doubt yourself. Keep at it. Stay looking ahead. Stay committed and stay true to yourself," she said.
Yie-Hsin Hung, one of the few female CEOs in the asset management industry, has made it a priority to address issues of global warming and social inequality at New York Life Investment Management.
The bank's chief audit officer has been instrumental in helping BNY Mellon deliver on its diversity goals, though she knows her work is far from done.
Portney’s recent track record has allowed her to be more confident in her role chief executor of BNY Mellon’s global financial strategy.
While crypto and decentralized finance will likely not replace the traditional systems of banking and finance, the industry needs to get ahead of the curve, Chakar said.
Last year, Browning’s team constructed disruptive research that brings new metrics to the evaluation of economies, markets, strategies and asset classes.
Last year, the company tapped Milrod to combine all of its sales and relationship management into one group. The initiative led to a 25% increase in new business wins.