The New Year is off to a smashing start for more than 100 Pimco [see profile] employees. The Newport Beach, California-headquartered firm promoted 20 staffers to executive vice president, 31 to senior vice president and 63 to vice president.
Company Press Release
PIMCO Announces Promotions
NEWPORT BEACH, CA--(Marketwire - January 25, 2011) - PIMCO is pleased to announce the promotion of 20 to Executive Vice President, 31 to Senior Vice President and 63 to Vice President. "These PIMCO colleagues have contributed significantly to the firm's success in serving our clients, and are an important part of its future," said Mohamed A. El-Erian, CEO and co-CIO of PIMCO. "Their promotions reflect our confidence in their continued ability to deliver the highest quality investment management services worldwide for our clients."
The Executive Vice Presidents are:
Ryan P. Blute, CFA
Mr. Blute is a product manager in the London office, overseeing global and regional credit strategies. Prior to joining PIMCO in 2000, Mr. Blute was a senior accountant at Deloitte & Touche and also has experience in institutional investment grade and high yield bond research. He has 11 years of investment experience and holds an MBA from the University of Chicago Graduate School of Business. He received an undergraduate degree from the University of Arizona and is a Certified Public Accountant.
David L. Braun, CFA
Mr. Braun is an insurance portfolio manager in the New York City office. Prior to joining PIMCO in 2009, he was executive vice president and chief risk officer at Hartford Investment Management Co., a division of The Hartford. Before that, he was a senior manager in the risk and value optimization practice at Ernst & Young. He has 17 years of investment experience and holds an undergraduate degree in mathematics from the University of Connecticut. He is also a Financial Risk Manager (FRM) and a Fellow of the Society of Actuaries (FSA).
John Cavalieri
Mr. Cavalieri is a product manager in the Newport Beach office, overseeing PIMCO's asset allocation products. He also serves as a member of the Dow Jones-UBS Commodity Index Advisory Committee. He previously served as a product manager on PIMCO's real return team. Prior to joining PIMCO in 2003, Mr. Cavalieri worked in the investment banking division at Credit Suisse First Boston. He has 12 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree from the University of California, Los Angeles.
Tony Crescenzi
Mr. Crescenzi is a market strategist and portfolio manager in the Newport Beach office. Prior to joining PIMCO in 2009, he was chief bond market strategist at Miller Tabak, where he worked for 23 years. He helped create that firm's asset management division and served as its chairman. Mr. Crescenzi has written four books, including his latest, "The Strategic Bond Investor," which was published in June 2010, and a 1,200-page revision to Marcia Stigum's classic, "The Money Market." He regularly appears on CNBC and Bloomberg television and in financial news media. He has 27 years of investment experience and holds an MBA from St. John's University and an undergraduate degree from the City University of New York.
Yuri Garbuzov
Mr. Garbuzov is a portfolio manager in the Newport Beach office, focusing on structured credit products. He joined PIMCO in 1997, and has also managed credit portfolios, including bank loans, convertibles and structured bank paper, and developed quantitative analytics for PIMCO. Before coming to PIMCO, he was with the Institute of Physics of the Russian Academy of Sciences and the Harvard Project on Economic Reform in Moscow. He has 14 years of investment experience and holds an MBA from the University of Chicago Graduate School of Business. He also holds a master's degree in physics from the Moscow Institute of Physics and Technology.
John Griffiths
Mr. Griffiths is head of business development for the U.K. market in the London office. Prior to joining PIMCO in 2008, he was head of pension fund development for Santander Global Banking and Markets in London. Previously, he was the institutional sales manager at Invesco Asset Management after joining from Zurich IFA Group, where he was national employee benefit manager. He has 17 years of investment experience.
Sachin Gupta
Mr. Gupta is a portfolio manager in the London office, focusing on European government bond markets and interest rate derivatives. Prior to joining PIMCO in 2003, he was in the derivatives marketing group at ABN AMRO Bank. He has 13 years of investment experience and holds an MBA from XLRI, India. He received an undergraduate degree from Indian Institute of Technology, Delhi.
Jonathan Horne
Mr. Horne is a portfolio manager in the Newport Beach office, focusing on credit relative value and convertible bonds. He previously served on the interest rate derivatives desk, where he specialized in interest rate swaps and swaptions. Prior to joining PIMCO in 2006, he worked for a multi-strategy hedge fund controlled by the Bass family of Ft. Worth, Texas, where he focused on risk management and options trading. He has seven years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania and undergraduate degrees in economics and philosophy from Vanderbilt University.
Gang Hu
Mr. Hu is a portfolio manager focusing on global inflation-linked bonds in the Newport Beach office. Prior to joining PIMCO in 2008, he was responsible for trading U.S. inflation products, including TIPS and inflation swaps, at Deutsche Bank in New York. He has 10 years of investment experience and holds a Ph.D. in applied mathematics from the California Institute of Technology and an undergraduate degree from Tsinghua University in Beijing.
Dan Hyman
Mr. Hyman a portfolio manager focusing on mortgage-backed securities and derivatives in the Newport Beach office. Prior to joining PIMCO in 2008, Mr. Hyman was a vice president at Credit Suisse where he traded Agency pass-throughs. He has eight years of investment experience and holds an undergraduate degree from Lehigh University.
Julie Meggers, CFA
Ms. Meggers is an account manager in the Newport Beach office, focusing on institutional client servicing. Prior to joining PIMCO in 2003, she was a strategic management consultant with Bain & Company. Prior to that, she was a senior auditor at Arthur Andersen and also lectured at St. Augustine University in Tanzania on auditing and cost accounting. She has 12 years of investment experience and holds an MBA from Harvard Business School. She earned undergraduate degrees from Santa Clara University and is a Certified Public Accountant.
Cynthia Meyn
Ms. Meyn is senior operations manager in the New York City office, and leads PIMCO's U.S. operations team. In addition, she serves as a member of leading operational industry groups, including the DTCC Operations Advisory Committee, Omgeo's Board of Managers, ISDA Operations Steering Committee (OSC), SIFMA Operations and Technology Steering Committee (OTSC) and SIMFA Asset Managers Forum (AMF). Prior to joining PIMCO in 2008, Ms. Meyn was the managing director of North American operations at Morgan Stanley Investment Management. Previously, she was global co-director of fixed income and derivatives technology at AllianceBernstein, managing director of global fixed income technology at Cantor Fitzgerald, and chief technology officer and chief risk officer at Mizuho Capital Markets. She has 25 years of investment experience and holds an undergraduate degree from Smith College and an MBA from Duke University Fuqua School of Business.
Raja Mukherji
Mr. Mukherji is a senior research analyst in the Newport Beach office. He is responsible for analyzing investment opportunities in basic industries (chemicals, metals & mining, paper, and packaging) in North and Latin America. He is also Head of Credit Research, North America. Prior to joining PIMCO in 2006, Mr. Mukherji was a senior analyst at Chatham Asset Management, where he covered basic industries for a long/short hedge fund. Before that, he was a Principal at JP Morgan Partners covering High Yield and Mezzanine investments for the firm's CLO & private equity funds. He has 16 years of investment experience and holds an MBA from the Pamplin School of Business at Virginia Polytechnic Institute and State University. He received an undergraduate degree from St. Xavier's College, India.
Tom Rice
Mr. Rice is European legal counsel in the London office. He provides legal advice and servicing relating to activities in Europe, the Middle East and Africa and globally in relation to PIMCO's European funds. Prior to joining PIMCO in 2004, he was legal counsel for the Investment Management Association in the U.K. Mr. Rice was previously legal and compliance director for Lazard Asset Management and senior legal adviser to Schroder Investment Management in London. Mr. Rice is a qualified solicitor with 17 years of legal experience, holds the Investment Management Certificate and a bachelor of commerce degree from the University of Birmingham.
Mark A. Romano, CFA
Mr. Romano is an account manager in the Newport Beach office focusing on investment consulting firms, clients and developing new client relationships. Prior to joining PIMCO in 1997, he was with Wells Fargo's institutional money management group. Prior to that, Mr. Romano was director of fixed income and a portfolio manager for the Pacifica family of mutual funds. In addition, Mr. Romano reported the daily business news for the San Diego ABC-TV affiliate. He has 29 years of investment experience and holds an MBA from San Diego State University. He earned an undergraduate degree in accounting from Shippensburg University, Pennsylvania.
Scott Spalding
Mr. Spalding is a member of the global wealth management team in the Newport Beach office. He focuses on relationships with financial intermediaries serving the private wealth marketplace, including trust banks, private banks and other financial institutions. Prior to joining PIMCO in 2000, he was with the national accounts group of PacifiCare Health Systems for nearly six years. He has 10 years of investment experience and holds an MBA from the Marshall School of Business at the University of Southern California and an undergraduate degree from the University of California, Los Angeles.
Candice Stack
Ms. Stack is an account manager in the Newport Beach office. In addition to her responsibilities as head of the U.S. foundation and endowment team, she works directly with institutional clients throughout the U.S. Prior to joining PIMCO in 2006, she was in the private wealth management group at Goldman Sachs and in investor relations at Atticus Capital. She has eight years of investment experience and holds an MBA from Harvard Business School. She received her undergraduate degree from Duke University.
Kimberley Stafford, CFA
Ms. Stafford is a member of PIMCO's executive office, contributing to firm-wide strategic, financial and operational initiatives in the Newport Beach office. She joined PIMCO in 2000 and previously served as an account manager in the consultant relations group and analyst in PIMCO's trade compliance group. She has 10 years of investment experience and holds an MBA from the Marshall School of Business at the University of Southern California. She earned her undergraduate degree at the University of Redlands.
Christian M. Staub, CFA
Mr. Staub is head of business development in Switzerland in the Zurich office. He previously spent three years as an account manager in Newport Beach, servicing and advising domestic institutional clients. Prior to joining PIMCO in 2005, he was with Allianz Global Investors, responsible for operations in Switzerland. Before that, he spent five years at UBS in equities research in Zurich, Singapore and Hong Kong. He has 12 years of investment experience and holds an MBA from Harvard Business School. He has an undergraduate degree from the University of St.Gallen, Switzerland.
David Viana
Mr. Viana is head of compliance for EMEA in the London office. Prior to joining PIMCO in 2004, he was head of compliance for non-U.S. businesses at Goldman Sachs Asset Management. Prior to that, he held various senior positions with the U.K. investment management regulator, IMRO, now FSA. Mr. Viana is a Fellow of the Institute of Chartered Accountants in England and Wales having qualified as a Chartered Accountant with the firm of Neville Russell (now Mazars). He has 21 years of compliance experience and holds a bachelor's degree from the London School of Economics and Political Science.
The Senior Vice Presidents are:
Newport Beach
Kwame Anochie
Kfir Ben-Zvi
Matthew H. Brenner, CFA
Jeff Byer, CFA
Matt Clark, CFA
Bill Cumby
Josh Davis
Terrence Ing
Steve Jones, CFA
Jason Kezelman, CFA
Idriss Maoui
Albert Ng, CFA
Loren Ollenburger
Ying Qiu, CFA
Julie Shepherd
Michael A. Terry, CFA
Keith Werber
Jing Yang
London
Mangala Ananthanarayanan
Alain Mandy
Bettina Mazzocchi
Tommy Nguyen
Matthew Putnicki, CFA
Alex Struc
Mary Zerner
New York City
Libby Cantrill, CFA
Natalie Karpov, CFA
Jeff Muehlethaler
Adrian Schultes, CFA
Tokyo
Hiroaki Furusho
Sachiko Nojima
The Vice Presidents are:
Newport Beach
Bhanu Arora
Dimitri Betelman
Carlton Boyd
Daniel Bradshaw
Andrew Bramblett
Jesse Brettingen
Esteban Burbano
Mark Chin
Katie DeFriese
Joseph Dolan
Anna Dragesic
Russell Gannaway
Kevin Gray
Anna Grimm
Alexandria Ingraham
Nagendra Jayanty, CFA
Zubin Kapadia
Paul Kim
Max Lisenkov, CFA
Arjun Madan
Haley McElwaine
Sarah Middleton
Joseph Narens
Seamus M. O'Shea, CFA
Niels Pedersen
Carrie Peterson, CFA
Brian Pittluck
Peishen Qi
Meymanet Rafiei
Brendon Shvetz
Eric Slone
John-Pascal van Houden
Karen Vigen
Charlie Yan
Qinzhu Yu
London
Jamie Bewernitz
Robert English
Shannon Erdmann
Monique Geneuglijk
Eric Groslin
Salim Jaffer, CFA
Rachit Jain
Emad Rajaie
Graeme Williams
Munich
Alexander Hartl, CFA
Inge Hirschauer
Julia Kelting, CFA
Yang Lin, CFA
Oliver Stahnke
Chen Xu
New York City
Matthew Azznara
Ignacio Galaz
Mike Lucarelli, CFA
Naila Makhdumi
Sarah O'Brien
Amit Paliwal, CFA
Rushant Sanathara
John White
Tokyo
Tsuyoshi Egawa
Chee Yang Lam
Souichi Kimura
Fumiko Matsuo
Singapore
Katina Yap
About PIMCO
PIMCO is a leading global investment management firm, with offices in 10 countries throughout North America, Europe and Asia. Founded in 1971, PIMCO offers a wide range of innovative solutions to help millions of investors worldwide meet their needs. Our goal is to provide attractive returns while maintaining a strong culture of risk management and long-term discipline.