COMINGS & GOINGS
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George T. Diachok is chairman and Russell Diachok is president and CEO of the new Denver-based national broker/dealer Geneos Wealth Management. The father-and-son team founded Multi-Financial Securities, which they sold to ING in 1998. Geneos, which roughly means “the dawn of a new breed” in Greek, is recruiting 400 reps to form a boutique high-net-worth business.
James I. Midanek (top right) and John D. Pak (bottom right) have formed Midanek/Pak Advisors, a Walnut Creek, Calif., independent investment advisor firm specializing in high-grade fixed income investment management and risk management consulting. Midanek and Pak are had managed the Turner Ultra Short and Short Duration bond funds (previously the Solon ShortDuration Government Funds, which Midanek cofounded and managed since 1994). “We see our new organization as an ideal opportunity to do what we do best — provide high-grade fixed income investment management to institutional and individual investors,” says Midanek.
Kathleen M. Jackson has joined The PrivateBank and Trust, Chicago, a unit of PrivateBancorp, as director of wealth management, managing director and senior trust officer. Jackson had been senior vice president and director of personal trust and investment services, Chicago Trust.
Scott McCuaig has been promoted to president of Stifel, Nicolaus, taking over from Ronald Kruszewski, chairman and CEO. St. Louis-based Stifel had about 400 reps as of the start of 2002, according to the SIA.
Accessor Capital Management, a boutique investment management firm providing mutual funds and technology services to RIAs and broker/dealers, named David L. Osgood managing director of advisor services in Palm Beach Gardens, Fla. He was a regional consultant with AssetMark Investment Services.
