MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Wednesday, December 7, 2016 Follow the Fundsters - December 7, 2016 Company: RBC Global Asset Management
Bernson and Sheehan have been appointed associate directors of advisory solutions. Benson and Sheehan previously served as an internal wholesalers at Putnam Investments. Smith has been appointed director of advisory solutions. Previously, he was an external relationship manager at Credit Suisse. Zhmakina has been appointed junior associate director of advisory solutions. ***
Company: Calamos Investments Addition: Matt Freund Freund has joined the firm as co-portfolio manager, in addition to his current positions as co-chief investment officer and head of fixed income strategies. Previously, Freund spent more than 20 years at USAA Investments, most recently as chief investment officer. ***
Company: BNY Mellon Additions: Linda Cook, Jennifer Morgan Cook and Morgan have been elected as independent directors. Cook will join the firm's Corporate Governance and Nominating and Risk Committees. Morgan will join the firm's Audit and Technology Committees. ***
Company: Coho Partners Addition: Jena Dietrich Dietrich has joined the firm and is in charge of managing the tactical and strategic marketing efforts. Previously, she served as managing director at Custom Institutional Fund Solutions. ***
Company: OppenheimerFunds Addition: Douglas Stewart Steward has joined the firm as head of European, Middle East and Africa distribution. Previously he worked for 13 years at AllianceBernstein Limited, most recently as managing director. ***
Company: LPL Financial LLC Retiree: Mark Casady Casady, CEO, will retire on January 3, 2017. Current LPL president, Dan Arnold, will serve as president and CEO upon Casady's retirement. Casady joined the firm in 2002. ***
Company: Raymond James Resignation: Thomas James James, executive chairman, announced his departure, which will take effect on February 16, 2017; he will be the chairman emeritus after that date. Previously, he served as financial chairman and chief executive officer. ***
Company: Putnam Investments Promotions: Samuel Cox, Kathryn Lakin Cox and Lakin have been appointed co-directors of equity research. Together, they will "oversee the work of nearly 35 analysts who cover every major industry, providing critical fundamental research and analysis for the firm’s broader equity platform." ***
Company: NextCapital Addition: Matt Clink Clink has been appointed chief investment officer. Previously, he served as North American chief investment officer at Aon Hewitt Investment Services. ***
Company: Oakmark Funds Promotions: Tony Coniaris, Jason Long, Eric Liu, Mike Manelli, Justin Hance Coniaris will become a co-PM of the Oakmark Global Fund and the Oakmark Global Select Fund. Long will become a co-PM of the Oakmark Global Fund. Liu will become a co-PM of the Oakmark Global Select Fund. Manelli will become a co-PM of the Oakmark International Fund. Hance will become a co-PM of the Oakmark International Small Cap Fund. ***
Company: ICON Advisers Addition: Mark Manassee Manassee has been appointed to ICON Fund's board of trustees. Prior to this position, he was the president of Market Metrics. ***
Company: Allianz Life Insurance Company of North America Addition: Robert DeChellis DeChellis has been hired to lead a new strategic business unit. In this new role, his primary objective will be to "harness the intellectual capital of the Allianz asset management and life insurance companies in the United States." ***
Company: Wealthfront Resignation: Adam Nash Nash has stepped down as CEO of Wealthfront, but he will remain on the board. Andy Rachleff, founder and former CEO, will become the CEO once again. ***
Check back as we keep an eye on people moves in the future and see our previous Follow the Fundsters (previously know 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. Printed from: MFWire.com/story.asp?s=55252 Copyright 2016, InvestmentWires, Inc. All Rights Reserved |
