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Rating:Follow the Fundsters - April 4, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, April 4, 2017

Follow the Fundsters - April 4, 2017

Reported by Marisa Santella

Company: PIMCO

Appointment: Gregory Hall

Hall will join PIMCO as managing Director, head of private strategies, effective May 1. Previously, Hall was employed at The Blackstone Group.


Company: Kayne Anderson Rudnick (KAR)

Appointment: Matthew R. Hanson

Hanson joined KAR, a recently opened wealth management firm as senior wealth advisor. Previously, Hanson was employed at John Hancock Investments serving as managing director of institutional sales.


Company: Fiduciary Trust

Appointment: Robert J. Jeffers

Jeffers joined Fiduciary Trust as chief operating officer. Previously, Jeffers served as managing director and head of wealth custody services at State Street Bank & Trust.


Company: Penn Capital

Appointment: Stacey Kerelska

Kerelska joined Penn Capital as research analyst on its investment team. Previously, Kerelska served as an associate director at UBS AG.


Company: T. Rowe Price

Appointments: Mitch Wurzer, Adam Fletcher

Both Wurzer and Fletcher have joined T. Rowe Price as national account managers in its U.S. Intermediaries Platform Services business unit. Previously, Wurzer served as served as a vice president of national sales and head of RIA strategy at American Century Investments. Fletcher previously served as vice president of national accounts at BlackRock. Wurzer will be based in Kansas City, Missouri, and Fletcher will be based in New York, NY.


Company: Ariel Investments

Appointment: Valerie Jarett

Jarett was elected to the Board of Directors at Ariel Investments. Previously, she was senior advisor to President Barack Obama.


Company: BlackRock

Appointments: Stuart Reeve, Andrew Wheatley-Hubbard, Kyle G. McClements, Christopher M. Accettella.

Per BlackRock's changes to its non-fundamental investment policies on certain equity closed-end funds, the appointees listed above were selected to be the PM management team. Last week BlackRock unveiled big changes to its active equities unit.


Company: BlackRock

Appointments:Todd Burnside, Kyle G. McClements, Christopher M. Accettella

BlackRock changed the PM team with the above appointees for its Enhanced Capital and Income Fund (CII), effective March 29, 2017. Last week BlackRock unveiled big changes to its active equities unit.


Company: Cirrus Research

Appointment: Pankaj Patel

Patel joined Cirrus to develop quant models for large- mid- and small-cap markets that can be used to build portfolios used by mutual funds and more. Previously, Patel was employed at Evercore IS.


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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