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Allegations in Virtus class action relate to the fund company using a track record improperly calculated by its ... - RIABiz
Until recently, many of Virtus's largest and most lucrative funds were marketed based on the now disgraced AlphaSector investment models provided by Wellesley, Mass .-based F-Squared Investments in its capacity as subadvisor. See: Where Virtus stands&nbsp.

With Stephen Cucchiaro out, Liz Ann Sonders takes the Windhaven reins - RIABiz
Brooke's Note: This is a pretty stunning development both for who is exiting — Steve Cucchiaro, the supposed magician behind Windhaven — and because of who is replacing him: Liz Ann Sonders. Sonders has demonstrated her own golden touch in&nbsp.

The Pitch: July 2017
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ETFs make life tough for traditional asset managers
The founder and chief investment officer of Windhaven Investment Management doesn’t dig through balance sheets ... Cucchiaro, 58, who sold Boston-based Windhaven to San Francisco’s Charles Schwab Corporation last year, is part of a growing field.

Windhaven founder goes all-in with a new investment firm - Boston Business Journal
Stephen Cucchiaro, the man who built Boston's Windhaven Investment Management into a manager of billions in assets, is starting over from scratch. And to launch his new firm, he's using nearly every dollar to his name. The 63-year-old started 3EDGE.

Sarnoski supports scholarship fund at tourney
This year’s event took place on Oct 3 at Wollaston Golf Club in Milton and was presented by Boston-based Investment advisory firm Windhaven Investment Management. Sarnoski was also named to be the event chairman for next year’s tournament. The.

Charlotte Cucchiaro, John Ames - New York Times
Charlotte Bair Cucchiaro, the daughter of Diane C. Bair of Beverly, Mass ., and Stephen J. Cucchiaro of Boston , was married Saturday to John Keith Ames, the son of Dorothy A. Ames and Mitchell S. Ames of East Williston, N.Y. The Rev. Kris von Maluski, a.

Rhode Island may pave way for Obama wind energy boom - The Hill
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F-Squared, A Top ETF Strategist, Declares Bankruptcy
E TF strategist F-Squared Investments has filed for Chapter 11 bankruptcy. The Massachusetts-based firm was mired ... Cabot formerly worked at Boston-based Windhaven, another top ETF strategist. Windhaven overtook F-Squared during the first quarter to.

ETFs being used to get foot into institutional doors - Pensions & Investments
Of the firms submitting strategies to Morningstar's database, Boston's Windhaven Investment Management Inc., is the largest with $13.6 billion in assets under management at the end of 2012. F-Squared Investments of Newton, Mass ., with $9.2 billion, and&nbsp.

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