{"id":14892,"date":"2014-02-12T08:46:58","date_gmt":"2014-02-12T13:46:58","guid":{"rendered":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2014\/02\/personnel-briefs-feb14.html"},"modified":"2014-02-12T08:46:58","modified_gmt":"2014-02-12T13:46:58","slug":"personnel-briefs-feb14","status":"publish","type":"post","link":"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2014\/02\/personnel-briefs-feb14\/","title":{"rendered":"Personnel Briefs"},"content":{"rendered":"

\"pGlenn L. Pearsall<\/b> of the Glens Falls
\nUBS office was named
\na senior portfolio manager
\nwithin the UBS
\nportfolio management
\nprogram.<\/p>\n

The designation recognizes
\nan advanced
\nlevel of expertise in
\nprofessional portfolio
\nmanagement, the company
\nsaid. To earn the designation, he needed
\nto meet a number of firm requirements and
\ncomplete a rigorous approval process.
\nPearsall has been managing portfolios
\non a discretionary basis since 1994 when he
\ncompleted the requirements as a certified
\ninvestment management analysts at the
\nWharton School of Business at the University
\nof Pennsylvania.<\/p>\n

As a senior portfolio manager,
\nPearsall has a greater level of investment flexibility,
\nplus the ability to manage trust accounts
\nat Comerica and UBS Trust for clients on a
\ndiscretionary basis.<\/p>\n

\n* * *<\/p>\n

Rachel Sloan<\/b>, CRPC of Sloan Advisory
\nGroup in Glens Falls received the President\u00c2\u00b9s
\nAward for All-Around Excellence from her
\nsupervisor, Todd Slingerland, President and
\nCEO of Capital Financial Planning.<\/p>\n

The award is given to a financial advisor in
\nthe group who is dedicated to client service,
\ncontinued learning in the industry, community
\nservice, practice management and compliance.
\nThe company said Sloan demonstrated all of
\nthose qualities.<\/p>\n

She received a commemorative plaque at the
\nannual awards banquet held in New York City
\nat the Marriott Lexington on Jan. 12.<\/p>\n

* * *<\/p>\n

\"pThe Hyde Collection announced Deborah
\nJ. Lee<\/b> as the its director of development.
\nLee has extensive
\nnon-profit experience
\nin the field of education
\nwhere she has held a
\nvariety of senior development,
\nmarketing, and
\nmanagement positions.
\nShe is responsible for
\nsoliciting and securing
\nfundraising support
\nthrough grant writing, memberships, sponsorships,
\nthe annual fund, major gifts, planned
\ngiving, and special events for the museum.<\/p>\n

Lee was as director of development at
\nNorwich Free Academy Foundation Inc. in
\nNorwich, Conn., where she managed the operations
\nof the NFA Foundation and directed all
\naspects of development, constituent relations
\nand communications. She also coordinated
\nfundraising programs for the Slater Memorial
\nMuseum, among other duties.<\/p>\n

She previously worked as director of alumni
\nand development at The Williams School, New
\nLondon, Conn., and worked at the Kingswood-
\nOxford School, West Hartford, Conn. as director
\nof the annual fund. Lee also worked at Capital
\nRepertory Company in Albany as director of
\ndevelopment and acting business manager. She
\nwas also director of institutional advancement
\nat Albany Academy.<\/p>\n

Originally from the Glens Falls region, Lee
\nholds a B.A. from SUNY at Buffalo.<\/p>\n

* * *\n<\/p><\/div>\n

\n\"pLocal digital marketing company Mannix
\nMarketing, Inc. recently hired graphic design
\nMelissa Haas<\/b>.<\/p>\n

She had a degree
\nin Media Design from
\nIndiana Wesleyan University.
\nWhile there,
\nshe interned with the
\nUniversity’s marketing
\nand communication
\ndepartment as a web
\ndesigner and developer.\n<\/p><\/div>\n

\nHaas moved to Glens
\nFalls as a freelance web and graphic designer
\nbefore joining up with Mannix.<\/p>\n

* * *<\/p>\n

Fred Monroe<\/b> of Queensbury, vice president
\nwith Capital Financial Planning in Albany, received
\nthe firm\u00c2\u00b9s David J. Ross, Sr. Award for community.
\nThe company said Monroe gets up early
\nalmost daily to train for the Tour de Cure supporting
\nthe American Diabetes Association. He
\nfirst trained for a 50-mile bicycle ride, then a
\n62.5-mile ride, and now has set his sights on
\n100 miles. He has raised thousands of dollars
\nfor the cause.<\/p>\n

The award was created in honor of a financial
\nadvisor with the firm who was dedicated to
\ncommunity service and who passed away from
\ncancer in 2009.<\/p>\n

* * *<\/p>\n

\"pHudson River Community Credit Union
\n(HRCCU) named Megan A. Houlihan<\/b> as
\nvice president of operations
\nand card services.
\nIn her new role, Houlihan
\nwill manage all
\nelectronic funds transfer
\ndelivery channels\/services
\nand oversee deposit
\noperations and marketing
\ncommunications staff.<\/p>\n

Houlihan was recently
\na senior consultant to KeyBank in Cleveland,
\nOhio, for trust and custody operations.
\nShe graduated from Fordham University
\nwith bachelor of arts and master’s degrees in
\neconomics.<\/p>\n

A veteran of finance and business
\ndevelopment, she brings extensive experience
\nfrom Wachovia\/Wells Fargo where she served for
\n11 years as vice president of risk management
\nin trust operations and four years as a senior
\nbusiness analyst with Wilmington Trust in the
\ntrust and custody operations department.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

Glenn L. Pearsall of the Glens Falls UBS office was named a senior portfolio manager within the UBS portfolio management program. The designation recognizes an advanced level of expertise in professional portfolio management, the company said. To earn the designation,…<\/p>\n","protected":false},"author":88,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[46],"tags":[120],"yoast_head":"\r\nPersonnel Briefs - Glens Falls Business Journal<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.glensfalls.com\/glensfallsbusinessjournal\/2014\/02\/personnel-briefs-feb14\/\" \/>\r\n<meta property=\"og:locale\" content=\"en_US\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Personnel Briefs - Glens Falls Business Journal\" \/>\r\n<meta property=\"og:description\" content=\"Glenn L. Pearsall of the Glens Falls UBS office was named a senior portfolio manager within the UBS portfolio management program. 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