The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Tuesday, October 03, 2017|
Follow the Fundsters - October 3, 2017
Company: Principal Global Investors
Promoted: Todd Jablonski, Rob Best
Yesterday Pat Halter, chief operating officer of PGI, confirmed the promotion of Edge Asset Management CEO Jablonski to chief investment officer for PGI's asset allocation group and the promotion of Edge senior managing director to chief operating officer of PGI's asset allocation group. The move comes as PGI is combining Edge's asset allocation team and Principal Portfolio Strategies into a single asset allocation group.
Onward and Upward: Geoff Craddock
Yesterday Roger Crandall — chairman, president, and CEO of MassMutual — confirmed the promotion of OpFunds' chief risk officer, Craddock, to CRO of all of MassMutual, succeeding interim CRO Brad Hoffman. New York City-based OpFunds is a subsidiary of Springfield, Massachusetts-based MassMutual.
Company: John Hancock
Hired: Anne McNally
Yesterday Barbara Goose, chief marketing officer for all of Hancock, hired McNally as vice president and head of corporate communications. McNally previously served as global head of PR for State Street.
Company: Advisors Asset Management (AAM)
Hired: Gregory Shannahan
On Thursday CHarles Sickles, managing director and head of wholesale distribution at AAM, confirmed the hiring of Shannahan as director of internal sales. Shannahan previously served as director, eastern division director, and acting national sales manager at Allianz Global Investors.
Company: Loomis Sayles
Hired: Jim Sia
On Wednesday John Gallagher, executive vice president and director of institutional services at Loomis, confirmed the hiring of Sia as head of relationship management at the Boston-based Natixis subsidiary. Sia previously served as director of subadvisory and defined contribution at Standard Life Investments. Our sister publication 401kWire dug deeper into the story.
Hired: Ola El-Shawarby
On Wednesday VanEck PM David Semple confirmed the hiring of El-Shawarby as senior analyst on VanEck's emerging markets equity investment team. She previously served as a director and investment analyst at Caravel Management.
Hired: Tony Grigonis, David Perkins, Sevan Sakayan
A week ago Duncan Robertson, managing director and head of global distribution at Barings, confirmed the recent hiring of a trio of new members for his U.S. retail distribution team. Grigonis previously served as a vice president at Touchstone. Perkins previously served as a senior director at Principal Global Investors. And Sakayan previously served as a managing director at Neuberger Berman.
Company: Jensen Investment Management
Appointed: Allen Bond, Gabriel Goddard
A week ago Robert McIver — managing director, PM, and president of Jensen — confirmed the addition of Bond and Goddard to the Lake Oswego, Oregon-based, employee-owned fund firm's board of directors.
Company: Third Avenue
People: Matthew Fine, Michael Fineman, Victor Cunningham, Mark Aaron
Last month Third Avenue founder and chairman emeritus Marty Whitman confirmed a host of people moves, including: Fine's appointment as co-PM of the Third Avenue Value Fund; Fineman's return as director of research and co-PM of the Third Avenue Value Fund; Cunningham's return as PM of the Third Avenue Small-Cap Value Fund; and the hiring of Aaron as chief operating officer and chief risk officer. Aaron will also lead the newly created operating committe at Third Avenue.
Company: Neuberger Berman
Hired: the Breton Hill Capital team
Last month Neuberger CEO George Walker welcomed the BHC team to the New York City-based asset manager. BHC co-founder Ray Carroll will continue to lead the BHC investment team.
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, fund launches, and data, explore our Filings For Fundsters (formerly Stork and Reaper), New Fund Fuss, and AUM Update 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 email@example.com.
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