| Matthew Freund|
Co-Chief Investment Officer, Head of Fixed Income Strategies
Company: Calamos Investments
Addition: Matthew Freund
Freund has been appointed
co-chief investment officer, head of fixed income strategies. Previously, he was chief investment officer at USAA Investments
Company: USAA Investments
Promotion: John Spear
Spear has been appointed chief investment officer of USAA mutual funds. Previously, he served as VP, head of fixed income for the company. He succeeds Matt Freund
, former CIO.
Company: FUSE Research
Additions: Lisa Travaglini Campbell
, James Steele
Travaglini Campbell has been appointed
director of editorial. Steele has been appointed a research analyst.
Company: Financial Engines
Retiree: Raymond Sims
On November 3, Sims announced
his plans to retire as chief financial officer after the company is able to find a successor. Sims has worked for the company for 17 years.
Company: Athena Capital Advisors
Addition: William McCalpin
McCalpin has joined
Athena as managing partner, impact investments. Previously, he served as chief executive officer of Imprint Capital Advisors
Company: Delaware Investments
Addition: Andrew Koltunowicz
Koltunowicz has been appointed
regional director, covering northern New Jersey. Previously, he was managing director and external wholesaler covering the New York area at Destra Capital
Company: T. Rowe Price
Retirement: Brian Rogers
On March 31, 2017, Rogers will retire
from his current position as chief investment officer, which he has held since 2004. He will continue to serve on the board of directors as a non-executive chair, as reported by the MFWire
Company: Morningstar, Inc
Additions: Mitch Shue
, James Rhodes
Shue has been appointed
chief technology officer. Rhodes has been appointed chief data officer.
Company: Voya Investment Management
Addition: Drew Schechtman
Schechtman has been appointed
vice president, environment, social and governance (ESG) integration leader. Previously, he was vice president and head of sustainability and environmental investing at BNY Mellon
Company: Rockefeller & Co
Promotion: David Rockefeller, Jr.
Rockefeller has been appointed
chairman of the board of directors. Rockefeller is a founding member of the board of directors, and he replaced Colin Campbell
Company: BMO Financial Group
Promotions: Gilles Ouellette
Ouellette has been appointed
group head, BMO Asset Management, and vice-chair, international, BMO Financial Group. Previously, he was group head, wealth management. BMO also promoted a few other employees, including: Frank Techar, who has been appointed vice-chair, BMO Financial Group, Darryl White, who has been appointed chief operating officer, and Patrick Cronin and Joanna Rotenberg, who have been appointed group heads, BMO capital markets.
Check back as we keep an eye on people moves in the future and see our previous People on the Move column here. For the latest SEC filings and fund launches, explore our Filings For Fundsters (formerly Stork and Reaper) and New Fund Fuss columns. If you have a fund filing, a mutual fund launch, a product change or a new hire that you would like to announce, please contact the MFWire team at email@example.com.
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