Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Follow the Fundsters - June 5, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 5, 2017

Follow the Fundsters - June 5, 2017

Reported by Marisa Santella

Company: Spartan Capital Securities

Appointment: Jeremy Dickstein

Dickstein was appointed as senior managing director, overseeing Spartan Capital Private Wealth Management. Previously, Dickstein was employed at many firms, including Merrill Lynch.

***


Company: S2K Financial

Appointments: Brendan McLaughlin, Kurt Gunderson, Felix Vera and Michael Roman

S2K Financial added four vets to their team. McLaughlin was appointed as regional vice president, South Central region based in Texas, Gunderson was appointed as vice president, North Central region, based in Minnesota, Vera was appointed as regional sales associate based in New York City, and Roman was appointed as national accounts wholesaler.

***


Company: New York Life Investment Management

Appointments: Kirk Lehneis, John Grady

New York Life has expanded their senior leadership roles. Lehneis, chief operating officer, adds "the retail business, MainStay Funds and IndexIQ, to his portfolio, including global product development and marketing." Grady, senior managing director and vice chairman will also serve as chief administrative officer, "responsible for strategy, mergers and acquisitions, and business development."

***


Company: Pacer Financial

Appointment: Phil Eichinger

Eichinger was appointed as SVP at Pacer. Previously, Eichinger led distribution at RS Investments.

***


Company: NAB Asset Management

Appointment: Jim McBride

McBride was appointed as director of institutional sales and consultant relations of North America. Previously, he was a partner at Cooke & Bieler.

***


Company: LPL Financial

Promotion: Michelle Oroschakoff

Oroschakoff was appointed as chief legal and risk officer, succeeding David Bergers, effective June 9. Currently Oroschakoff is managing director and chief risk officer at LPL.

***


Company: USCF

Appointment: Maya Lowry

Lowry was appointed as head of distribution at USCF. Previously, she was director of national accounts at USCF since 2016.

***


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. 

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

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  2. WE South - How to Trade an ETF, October 14
  3. 2025 MMI Annual Conference, Oct 15-17
  4. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  5. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  6. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  7. WealthManagement.com webinar - Exploring the Longevity of the Manulife John Hancock/Boston Partners Collaboration, October 16
  8. WE Philadelphia - Fall Networking Happy Hour, October 16
  9. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  10. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  11. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  12. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  13. Samfund Soiree Manhattan 2025, October 23
  14. Tiburon CEO Summit XLIX, Oct 27-29
  15. IDC Fund Directors Conference, Oct 27-29
  16. IMEA Leadership Planning Meeting, October 28
  17. IMEA Leadership Summit, Oct 28-29
  18. IMEA Rising Star luncheon, October 28
  19. IMEA Boutique Managers luncheon, October 28
  20. IMEA Philanthropic Day, October 28
  21. 2025 Sohn San Francisco Investment Conference, October 28
  22. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. IMEA Digital Marketing Roundtable, November 5




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use