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Rating:Follow the Fundsters - March 28, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, March 28, 2017

Follow the Fundsters - March 28, 2017

Reported by Marisa Santella

Company: Aristotle Capital

Jake Gilden
Aristotle Capital
Principal, Senior Global Research Analyst
Appointment: Jake Gilden

Jake Gilden, CFA, joined Aristotle Capital as principal, senior global research analyst. Previously, Gilden worked at Wells Fargo's Metropolitan West Capital Management as an associate portfolio manager and senior analyst.


Company: Ave Maria Mutual Funds

Appointment: Melissa Moschella

Dr. Melissa Moschella has joined the Catholic Advisory Board at Ave Maria Mutual Funds. The board meets frequently to discuss the Funds’ religious standards and criteria with the investment advisor, Schwartz Investment Counsel, Inc. Dr. Moschella is also an assistant professor of philosophy at The Catholic University of America.


Company: Voya Investment Management

Appointment: Douglas Coté

Douglas Coté, chief market strategist at Voya, will participate in Quinnipiac University's seventh annual Global Asset Management Education's (G.A.M.E.) Forum on March 30, 2017. Coté will attend as a member of the Global Economy Keynote Panel.


Company: Putnam Investments

New Appointment: David Diamond

In efforts to revamp its global small cap equity team and product strategy, Putnam has hired Diamond as co-PM of the Putnam Small Cap Value Fund, effective March 31.


Company: TCW Group

New Appointment: Timothy Bitsberger

Bitsberger joined TCW as managing director and senior account manager in the firm’s client services group. Previously, Bitsberger was employed at BNP Paribas, where he served as head of official institutions coverage for the Americas. In addition, Bitsberger served at the U.S. Department of Treasury as Deputy Assistant Secretary for Federal Finance and Assistant Secretary for Financial Markets from 2001 to 2005.


Company: Standard Life Investments

Appointment: Larry Carlson

Carlson was appointed as director of strategic relationships at Standard Life Investments. In this newly created position, Carlson will lead a team of investment relationship professionals who focus on the firm's strategic partnerships. Previously, Carlson was employed at State Street Global Advisors as senior managing director.


Company: Parthenon Capital Partners, M2 Group Holdings

Partnership: John Moody

Parthenon and M2 have announced a strategic partnership with Moody, co-founder and former president of Matrix Financial Solutions. This partnership will "build the next generation Financial Technology platform for retirement plan, bank trust and wealth management providers through a combination of strategic acquisitions and organic growth." Our sister publication, 401kWire, interviewed Moody and Parthenon's Eli Berlin about the new partnership.


Company: OppenheimerFunds

Appointment: David Mazza

Mazza joined OppenheimerFunds as head of beta solutions investment marketing and ETF specialists. Previously, Mazza was employed at State Street Global Advisors, where he led product strategy, positioning and analysis as head of ETF and mutual fund research.


Company: FINRA

Appointment: Nathaniel Stankard

Stankard was appointed as senior advisor to Robert Cook, FINRA CEO. Previously, Stankard served as deputy chief of staff for policy at the SEC.


Company: Yorktown Mid Cap Fund

Appointment: Dale Harvey

Yorktown Funds has announced that Harvey, founder and CIO of Poplar Forest Capital, will serve as PM to the Yorktown Mid Cap Fund; sub-advised by Poplar Forest.


Company: Dechert’s Financial Services Practice Group

Announcement: Robert Helm

Helm, a leader of Dechert’s Financial Services Practice Group, has been named to the inaugural list for the Legal 500 Hall of Fame on March 23, 2017. This inaugural list recognizes individuals for their outstanding performance. More information on the Hall of Fame can be found here.


Company: LMCG Investments

Appointment: Melanie Karlberg

Karlberg, CFP, joined LMCG as managing director, national accounts where she will focus on "building and maintaining relationships with financial advisors in home offices." Previously, Karlberg was employed at Fidelity Investments.


Company: Ariel Investments

Appointment: Valerie Jarrett

Jarrett has been appointed to the Board of Directors at Ariel Investments. Previously, Jarrett was senior advisor to President Barack Obama.


Company: Arnerich Massena

Appointment: Ryan Cunningham

Cunningham, CAIA, was promoted to a senior consultant position at the firm. He was employed with Arnerich Massena since 2014 as an investment consultant.


Company: Voya Investment Management

Appointment: Charlie Shaffer

Shaffer joined Voya as managing director and head of institutional distribution. Previously, he was the global head of distribution at Credit Suisse Asset Management.


Check back as we keep an eye on people moves in the future and see our previous Follow the Fundsters (previously known as 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. For job opportunities in the industry, explore our The Next Gig column. 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 editors@investmentwires.com. 

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