Diane L. Sobin Joins Tradition Asset Management as Managing Director

January 22, 2020 Summit, New Jersey – Tradition Asset Management today announced that Diane L. Sobin, CFA has joined the firm as a Managing Director and member of Tradition’s Investment Committee. She brings her extensive capability working with research teams and portfolio managers in integrating Environmental, Social and Governance (ESG) factors to the investment process. ...
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Culture Clashes Remain Bugaboo Of Asset Manager M&A

Posted July 9, 2019
Culture remains a key consideration for asset management firms seeking to consolidate, industry sources say. If firms are not culturally aligned, they are bound to run into issues — “it’s just a matter of when will you have [the] problem,” says Martin Flanagan, chief executive of Invesco. Flanagan, whose firm closed the acquisition of OppenheimerFunds in an approximately $5.7 billion ...
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