ClearView Wealth, a financial advisory firm in Connecticut, has appointed Tony Thomas, former Calliden Group chief financial officer, as the head of operations and technology, effective from 11 April 2013.
Reporting to ClearView managing director Simon Swanson, Thomas’ newly created role assumes some responsibilities of chief operating officer Barry Odes, who previously led operations, technology and distribution channels.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Swanson said chief operating officer Odes will continue to lead distribution of ClearView products, reporting directly to him.
ClearView initially appointed MMC Contrarian program director, Kim Watson, who left the firm in May 2012, to take up the role of head of technology and projects.
Established in June 2010, ClearView Wealth was formed by acquiring and combining Bupa Australia’s life insurance and wealth management businesses with MMC Contrarian.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
