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Rating:Refojo's Latest Key Hire Targets Indie B-Ds Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, June 12, 2015

Refojo's Latest Key Hire Targets Indie B-Ds

Reported by Neil Anderson, Managing Editor

Mike Refojo recently hired a key executive to focus on the independent broker-dealer channel.

Julia Burr
RBC Global Asset Management U.S.
Head of National Accounts, Independent Broker-Dealer Channel
Mike Lee, CEO and chief investment officer of RBC Global Asset Management [profile] (RBC GAM) U.S., confirms that Julia Burr recently joined RBC GAM U.S. as head of national accounts for the indie B-D channel. Boston-based Burr reports to Refojo, head of sales for RBC GAM U.S.

Burr most recently spent two and a half years as a national accounts manager on the intermediary side for State Street Global Advisors (SSgA). MFWire was not immediately able to reach an SSgA spokesperson for comment on how Burr's accounts are being handled.

"Today's announcement is the latest demonstration of how RBC GAM is growing our footprint in the institutional and retail marketplaces in the U.S. by expanding our client service capabilities and investment expertise," states Matthew Appelstein, head of U.S. sales and distribution for RBC GAM.

An alumnus of Colgate and of the Booth School of Business at the University of Chicago, Burr worked in investment operations at MFS and then worked at the Boston Company before joining SSgA in 2010. She rose to national accounts manager at SSgA in summer 2012.

Burr is one of five new hires just unveiled by Lee. The other four additions are:

  • Boston-based Kevin Creeden, vice president and product manager for BlueBay Strategies, who previously worked at Pyramis, and who now reports to RBC GAM U.S. client service chief John Utter;

  • Minneapolis-based Randy Harrison, vice president and institutional PM for RBC GAM U.S., who previously lead the insurance advisory group at Advantus Capital, and who now reports to Utter;

  • Minneapolis-based Joshua Howard, director of investment risk for RBC GAM U.S., who previously was director of research at Advanced Capital Group, and who now reports to Lee; and

  • Boston-based Kyle Lortie, associate vice president of advisory solutions, who previously worked as a consultant and relationship manager with FactSet and now reports to Appelstein.

    RBC GAM has more than $300 billion in AUM and about 1,300 employees worldwide, including more than 150 in the U.S. 

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