Follow the Fundsters - September 6, 2017
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Wednesday, September 06, 2017

Follow the Fundsters - September 6, 2017

Company: Ariel Investments

New Director: Heather Tookes

Tookes, a professor of finance at the Yale School of Management, was elected to the board of directors for Chicago-based Ariel.


Company: Active Weighting Advisors

New Hire: Ben Phillips

Phillips joined New York City-based Active Weighting Advisors as chief investment officer after PMing at Goldman Sachs Asset Management. Active Weighting Advisors is developing an ETF family under the EventShares brand.


Company: Impact Shares

New Hire: Eric Bennett

Dallas-based Impact Shares welcomed Bennett to the team.


Company: DoubleLine Capital

New Hire: Joel Pena

Pena joined LA-based DoubleLine as head of institutional and intermediary investor relations in Latin America and the Caribbean. He previously worked at Robeco.


Company: Russell Investments

New Hire: Michelle Seitz

Seitz joined Seattle-based Russell as CEO, succeeding Len Brennan. She will add the title of chairman at the beginning of the new year.


Company: Voya Investment Management

New Hire: Dina Santoro

Santoro joined New York-based Voya as managing director and head of product and marketing strategy. She previously led product strategy and distribution at Pru unit QMA.


Company: Wasatch Advisors

Retiring: Jeff Cardon

Cardon will retire from Salt Lake City-based Wasatch on December 31.


Company: Pershing

Promoted: Jim Crowley

On August 30 Pershing CEO Lisa Dolly promoted Crowley to chief operating officer of the BNY Mellon unit.


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. 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

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