The investment advisory firm, Meredith Portfolio Management, Inc. said today it had completed a number of strategic changes in the company’s management and organizational structure.
March 14, 2005 (Press Release) --
NEW YORK, March 15, 2005 – The investment advisory firm, Meredith Portfolio Management, Inc. said today it had completed a number of strategic changes in the company’s management and organizational structure designed to enhance the firm’s range of client services in the U.S. and in several overseas markets.
Meredith’s Chairman, William J. Potter, said that together with internal reorganization, the firm was also completing a series of strategic partnerships that would add considerably to their firm’s market expertise and assist in developing new products for the firm’s clients.
Mr. Potter, a much traveled investment banker who, last year, led the successful acquisition bid for the New York based firm, said he continues to oversee the strategic direction and expansion of the Meredith group of companies which currently manages close to $1 billion. The firm’s clients include some of America’s best known institutions and numerous high net worth individuals.
“We are pleased with the changes we have now completed in all departments of the firm – all of which have been carefully designed to better satisfy our client’s investment objectives and provide consistent, superior returns without compromising the safety of their capital,” he said.
Mr. Potter said that several new executives had been added to the Meredith team while others had changed roles in order to bring the right blend of strength and experience to the firm’s expanding client services.
● STEVEN NAGOURNEY has been named Chief Portfolio Strategist and Chairman of the Investment Policy Committee. Prior to joining Meredith, Mr. Nagourney served as Chief Global Investment Strategist for Cantor Fitzerald. He has considerable experience in asset allocation and portfolio management, having also served as Chief Global Investment Strategist for Lehman Brothers Inc. and Vice President at Goldman Sachs.
● KEVIN DOÑÉ continues to head the firm’s cash-management desk while executing his responsibilities as fixed-income trader, encompassing corporate, US Treasury and municipal securities. Prior to joining Meredith in 2000, Mr. Doñé was a member of the Private Client Group at Paine Webber where his responsibilities included marketing with an emphasis in Latin American clients. He is adept at fundamental and equity research and analysis, particularly in the technology sector.
● ROSEMARIE CONNELL brings to the firm considerable international client experience in the U.S. and Europe including asset management and investment banking. She has also arranged and executed numerous cross-border transaction partnerships in emerging market areas, having many years experience trading securities and commodities with Merrill Lynch, Rothschild and Standard Chartered Bank.
● KEIKO OHNISHI is an international marketing specialist with particular expertise in Japanese corporations and financial institutions. Previously as a financial advisor of UBS International, Ms. Ohnishi arranged numerous cross-border transactions involving U.S. and Japanese corporations. She was Vice President, Merchant Banking Group, of The Mitsubishi Bank Ltd. and an investment banker with Prudential Bache.
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Meredith’s Chairman, William J. Potter, said that together with internal reorganization, the firm was also completing a series of strategic partnerships that would add considerably to their firm’s market expertise and assist in developing new products for the firm’s clients.
Mr. Potter, a much traveled investment banker who, last year, led the successful acquisition bid for the New York based firm, said he continues to oversee the strategic direction and expansion of the Meredith group of companies which currently manages close to $1 billion. The firm’s clients include some of America’s best known institutions and numerous high net worth individuals.
“We are pleased with the changes we have now completed in all departments of the firm – all of which have been carefully designed to better satisfy our client’s investment objectives and provide consistent, superior returns without compromising the safety of their capital,” he said.
Mr. Potter said that several new executives had been added to the Meredith team while others had changed roles in order to bring the right blend of strength and experience to the firm’s expanding client services.
● STEVEN NAGOURNEY has been named Chief Portfolio Strategist and Chairman of the Investment Policy Committee. Prior to joining Meredith, Mr. Nagourney served as Chief Global Investment Strategist for Cantor Fitzerald. He has considerable experience in asset allocation and portfolio management, having also served as Chief Global Investment Strategist for Lehman Brothers Inc. and Vice President at Goldman Sachs.
● KEVIN DOÑÉ continues to head the firm’s cash-management desk while executing his responsibilities as fixed-income trader, encompassing corporate, US Treasury and municipal securities. Prior to joining Meredith in 2000, Mr. Doñé was a member of the Private Client Group at Paine Webber where his responsibilities included marketing with an emphasis in Latin American clients. He is adept at fundamental and equity research and analysis, particularly in the technology sector.
● ROSEMARIE CONNELL brings to the firm considerable international client experience in the U.S. and Europe including asset management and investment banking. She has also arranged and executed numerous cross-border transaction partnerships in emerging market areas, having many years experience trading securities and commodities with Merrill Lynch, Rothschild and Standard Chartered Bank.
● KEIKO OHNISHI is an international marketing specialist with particular expertise in Japanese corporations and financial institutions. Previously as a financial advisor of UBS International, Ms. Ohnishi arranged numerous cross-border transactions involving U.S. and Japanese corporations. She was Vice President, Merchant Banking Group, of The Mitsubishi Bank Ltd. and an investment banker with Prudential Bache.
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