The ProManage team is always hard at work, creating the solutions you trust. Sometimes, we’re lucky enough to share big news with you. See the latest from our team and read what others are saying about us.
ProManage Announces New Senior Investment Team Member
August 9, 2021
Don Nordstrom has joined the ProManage Senior Investment Team. His proven track record in mutual fund due diligence, equity research, portfolio analysis, retirement planning and risk management makes him perfectly poised to seamlessly partner with both our clients and our leadership team.   Don comes to ProManage from Northwestern Mutual WMC where he worked as […]
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Barb Auerbach Promoted to Chief Compliance Officer
November 1, 2020
We are pleased to announce that Barbara J. Auerbach, long-time employee and former Vice President of Legal & Compliance Services, has been promoted to Chief Compliance Officer. As Vice President, Barb worked closely with the previous Chief Compliance Officer, Carl Londe, and is extremely well-equipped to lead our compliance efforts following Carl’s retirement at the […]
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October 30, 2020
Today I officially retire.   Tony Sabos invited me to help start what grew into ProManage in 1998. It has been a wild ride, but it is time for me to get off the merry go round and let Tony and the gang ride on.   To paraphrase Texas Bruce’s signoff from his children’s show […]
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ProManage Announces the Addition of New Senior Vice President
May 27, 2020
Boston-based Dan Cassidy has joined the leadership team at ProManage as Senior Vice President and Senior Consultant. The new role was created to enhance ProManage’s already deep bench of investment expertise.   Cassidy has more than 30 years of experience in the financial services industry. He founded and helmed the investment and actuarial consulting firm […]
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An Update for Our Clients and Partners Regarding COVID-19
March 22, 2020
As we have all seen in recent weeks, the spread of the Coronavirus (COVID-19) has created a very fluid and challenging situation for our global community. The team at ProManage is doing all we can to protect the health of our colleagues, clients and families, while remaining ready to serve you, our clients and their […]
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