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. 
Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE