Charles River Announces New Appointment to Strengthen Wealth Management Practice
September 24 2019 - 07:00AM
Business Wire
Charles River Development, a State Street Company, today
announced that Randy Bullard has been appointed global head of
Wealth Management.
“We are thrilled to have Randy join Charles River and lead our
Wealth Management team,” said John Plansky, Chief Executive Officer
of Charles River. “Randy is a wealth management pioneer with a
20-year track record of developing and implementing innovative
client solutions, which will help us continue to evolve our product
and service offerings.”
In his new role, Bullard will lead and oversee the Wealth
Management business’s revenue, growth strategy and client retention
efforts across the Americas, EMEA and Asia Pacific regions. He will
also shape the direction of future product offerings and be
responsible for attracting and retaining high-value associates and
growing the Wealth Management organization globally, with a heavy
focus on client satisfaction.
Prior to Charles River, Bullard served as General Manager of
Wealth Management at SigFig, a global provider of digital wealth
management programs to banks and wealth providers, where he was
responsible for multiple large-scale digital wealth partnerships
across the US and Canada. Before SigFig, Bullard founded Placemark
Investments, a leading provider of wealth management programs and
services for wealth management across the US and Canada. He was
also previously involved in developing and operating large-scale
wealth management programs for firms including Wells Fargo, UBS and
Smith Barney Consulting Group.
“I am excited to join Charles River as the global head of Wealth
Management,” said Bullard. “I look forward to leveraging my
experience with large-scale wealth management programs to support
and innovate Charles River’s strategy globally.”
About Charles River, A State Street Company
Charles River Development, a State Street Company, enables sound
and efficient investing across all asset classes. Investment firms
in more than 30 countries use Charles River IMS to manage more than
US$25 Trillion in assets as of April 2019 in the institutional
investment, wealth management and hedge fund industries. Our
Software as a Service-based solution (SaaS) is designed to automate
and simplify investment management on a single platform – from
portfolio management and risk analytics through trading and
post-trade settlement, with integrated compliance and managed data
throughout. Headquartered in Burlington, Massachusetts, we support
clients globally with more than 925 employees in 11 regional
offices. For more information, please visit www.crd.com.
About State Street Corporation
State Street Corporation (NYSE: STT) is one of the world's
leading providers of financial services to institutional investors,
including investment servicing, investment management and
investment research and trading. With $32,754 billion in assets
under custody and administration and $2,918 billion* in assets
under management as of June 30, 2019, State Street operates
globally in more than 100 geographic markets and employs
approximately 39,000 worldwide. For more information, visit State
Street's website at www.statestreet.com.
* Assets under management include the assets of the SPDR® Gold
ETF and the SPDR® Long Dollar Gold Trust ETF (approximately $36
billion as of June 30, 2019), for which State Street Global
Advisors Funds Distributors, LLC (SSGA FD) serves as marketing
agent; SSGA FD and State Street Global Advisors are affiliated.
State Street Corporation One Lincoln Street, Boston, MA
02111-2900.
The whole or any part of this work may not be reproduced, copied
or transmitted or any of its contents disclosed to third parties
without State Street’s express written consent.
© 2019 State Street Corporation - All Rights Reserved
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Mary Masi-Phelps, marymasiphelps@crd.com, 781-425-6155
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