People

New York-based JPMorgan Chase & Co.’s private-client-services division has named Michael G. Robinson, 45, market manager of its Bloomfield Hills, Mich., office.

He will be responsible for leading the banking, trust and investment services provided to high-net-worth clients in the market.

Previously, Mr. Robinson served as the director of training and education for JPMorgan private-client services.

The Securities and Exchange Commission has named Marc Fagel, 42, director of its San Francisco regional office.

He will oversee the office’s enforcement and examination functions in Northern California and the Pacific Northwest.

Mr. Fagel had been co-acting regional director of the office since the departure of Helane Morrison last year.

Separately, the SEC promoted Stewart Mayhew, 41, to deputy chief economist in its Office of Economic Analysis.

He joined the SEC staff in 2002 as a visiting academic scholar and since 2004 had served as an assistant chief economist.

NPB Financial Group LLC of Burbank, Calif., has hired Charles Curtin, 42, as a registered representative who will operate a branch office in Stevenson Ranch, Calif.

Previously, he was a vice president/regional vice president for more than eight years with several top money managers. Mr. Curtin advised and educated financial advisers on the West Coast.

LaSalle St. Securities LLC of Elmhurst, Ill., has promoted James Baldwin, 53, to vice president and relationship manager from a position in the firm’s business development department.

He will manage the new recruiting office while continuing to fulfill his duties with LaSalle St. Securities Insurance Services.

Rampart Investment Management Co. Inc. of Boston has promoted Roger Gill, 36, to assistant vice president and manager of information services, Chris Millett, 35, to compliance officer and Meryl Futey, 25, to manager of operations and client services.

Since joining Rampart in 2006, Mr. Gill has led the company’s systems group and its information technology department. In his new role, he will continue to oversee the company’s IT platform while integrating new technology.

Previously, Mr. Millett was a compliance specialist for the firm. In his new role, he will monitor internal processes and controls to ensure compliance with state and federal regulations.

Ms. Futey was previously a senior client service representative for Rampart.

The Investor Responsibility Research Center Institute for Corporate Responsibility of Washington has hired Jon Lukomnik, 52, as program director.

He will spearhead the institute’s efforts to become the pre-eminent source of objective and relevant research examining the intersection of investments with environmental, social and governance issues.

Mr. Lukomnik is a managing partner at Sinclair Capital LLC of Seattle, and he will continue his role there while also leading the institute.

He is a founder and former governor of the International Corporate Governance Network and a former deputy comptroller of New York, where he was in charge of investing the city’s pension funds and treasury assets.

The Financial Planning Association of Denver has hired Phillips Hinch, 35, as a registered lobbyist.

His appointment will bring to four the number of permanent lobbyists that the FPA has on staff to serve as advocates for the financial planning profession on Capitol Hill.

Previously, Mr. Hinch was a tax specialist with the U.S. Chamber of Commerce.

Wall Street Access of New York has hired two executives in its fixed-income division.

Keith May, 41, will become vice president of trading, and Robert L. Miniutti, 39, vice president of fixed-income sales.

Both join from Jefferies & Co. Inc. of New York, where Mr. May was the senior fixed-income trader responsible for trading the short end, and Mr. Miniutti was vice president of fixed-income/institutional sales.

U.S. Trust, Bank of America Private Wealth Management, a New York-based subsidiary of Bank of America Corp. of Charlotte, N.C., has named Steve Hall, 56, portfolio manager and Paul Weaver, 51, private-client adviser in Albuquerque, N.M.

Previously, Mr. Hall was a principal and co-owner of financial advisory firm Hall & Goldberg of Albuquerque, and Mr. Weaver was a client manager for Bank of America Global Commercial Banking in Albuquerque.

Invesco PowerShares Capital Management LLC of Wheaton, Ill., a subsidiary of Invesco Ltd. of Atlanta, has hired Thomas Centrone, 56, as senior vice president and international-product-development manager.

Previously, he served as vice president for new-product development and exchange traded funds product manager for The Bank of New York Mellon Corp.

Saturna Capital Corp. of Bellingham, Wash., has promoted Jane Carten, 33, to executive vice president and John Overturf, 35, to advertising director.

Ms. Carten will oversee the company’s day-to-day operations in its headquarters and supervise customer service, administration, marketing and technology functions.

Previously, she served as chief in-forming officer, overseeing Saturna’s marketing operations. Ms. Carten also supervised technology activities and managed the company’s proprietary-operations system, Neptune.

As advertising director, Mr. Overturf will supervise the development and implementation of Saturna’s advertising strategy and oversee the development and production of the firm’s print and online marketing material. Previously, he was a desktop publisher at the company.

Fidelity Investments of Boston has named Joseph A. Giordano, 51, executive vice president of relationship management for its $355 billion institutional-wealth-services business.

He reports to John W. Callahan, president of Fidelity Institutional Wealth Services.

Previously, Mr. Giordano was managing director of global client services for the worldwide securities services business at JPMorgan Chase & Co. of New York.

ING Groep NV of Amsterdam, Netherlands, has appointed Tariq Khan, 43, senior vice president. He will head market development and multicultural initiatives for its U.S. wealth management wholesale- distribution division. 

Previously, he served as vice president for market development and diversity at Nationwide Financial Services Inc. of Columbus, Ohio.

O’Shaughnessy Asset Management of Stamford, Conn., has hired Patrick A. Kujawa, 40, as associate director of intermediary sales and service for the Western United States.

Previously, he was vice president and regional director for the Western region for JPMorgan Asset Management of New York.

D.A. Davidson & Co. of Great Falls, Mont., has hired Alan Sandler, 53, as managing director and head of institutional sales for its equity capital markets group. Based in the Bellevue, Wash., office, he will oversee management of the sales desks, providing the company’s research for institutional accounts across the United States from offices in Denver, Minneapolis, Oregon and Seattle.

Previously, Mr. Sandler was managing director at the San Francisco office of Broadpoint Capital Inc. of Albany, N.Y.

Vontobel Asset Management Inc. of New York has promoted Matthew Benkendorf, 31, to portfolio manager for European-equity portfolios, from co-portfolio manager for European equities.

CMC Financial Services Inc. of Henderson, Nev., has hired Kevin E. Greene, 51, as president of broker-dealer distribution.

He will be responsible for the overall management of broker-dealer distribution activities, including capital-raising programs for various investment products offered through the firm.

Previously, he was president and chief executive of Global American Property Series of Sacramento, Calif.

PNC Financial Services Group Inc. of Pittsburgh has hired Stephen Thormahlen, 56, as managing director of PNC Wealth Management in Greater Washington.

Previously, he was president and chief executive of Fiduciary Investment Management International of Washington.

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