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

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

Rating:Refojo's Latest Key Hire Targets Indie B-Ds Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, June 12, 2015

Refojo's Latest Key Hire Targets Indie B-Ds

Reported by Neil Anderson, Managing Editor

Mike Refojo recently hired a key executive to focus on the independent broker-dealer channel.

Julia Burr
RBC Global Asset Management U.S.
Head of National Accounts, Independent Broker-Dealer Channel
Mike Lee, CEO and chief investment officer of RBC Global Asset Management [profile] (RBC GAM) U.S., confirms that Julia Burr recently joined RBC GAM U.S. as head of national accounts for the indie B-D channel. Boston-based Burr reports to Refojo, head of sales for RBC GAM U.S.

Burr most recently spent two and a half years as a national accounts manager on the intermediary side for State Street Global Advisors (SSgA). MFWire was not immediately able to reach an SSgA spokesperson for comment on how Burr's accounts are being handled.

"Today's announcement is the latest demonstration of how RBC GAM is growing our footprint in the institutional and retail marketplaces in the U.S. by expanding our client service capabilities and investment expertise," states Matthew Appelstein, head of U.S. sales and distribution for RBC GAM.

An alumnus of Colgate and of the Booth School of Business at the University of Chicago, Burr worked in investment operations at MFS and then worked at the Boston Company before joining SSgA in 2010. She rose to national accounts manager at SSgA in summer 2012.

Burr is one of five new hires just unveiled by Lee. The other four additions are:

  • Boston-based Kevin Creeden, vice president and product manager for BlueBay Strategies, who previously worked at Pyramis, and who now reports to RBC GAM U.S. client service chief John Utter;

  • Minneapolis-based Randy Harrison, vice president and institutional PM for RBC GAM U.S., who previously lead the insurance advisory group at Advantus Capital, and who now reports to Utter;

  • Minneapolis-based Joshua Howard, director of investment risk for RBC GAM U.S., who previously was director of research at Advanced Capital Group, and who now reports to Lee; and

  • Boston-based Kyle Lortie, associate vice president of advisory solutions, who previously worked as a consultant and relationship manager with FactSet and now reports to Appelstein.

    RBC GAM has more than $300 billion in AUM and about 1,300 employees worldwide, including more than 150 in the U.S. 

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

  • 0.0
     Do You Recommend This Story?

    GO TO: MFWire
    Return to Top
     News Archives
    2022: Q2Q1
    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

    1. Irish Funds Annual Global Funds Conference 2022, May 30-31
    2. WealthManagement Edge, May 31 - June 3
    3. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
    4. 28th annual Expect Miracles East Coast Classic, June 9
    5. 2022 Sohn Investment Conference, June 9
    6. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
    7. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
    8. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
    9. MFDF Director Discussion Series - Open Forum (Chicago), June 21
    10. 2022 MMI Emerging Asset Managers Forum, June 23
    11. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
    12. Financial Planning INVEST, Jun 28-29
    13. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
    14. MFDF Director Discussion Series - Open Forum (New York), July 20
    15. 2022 MMI Distribution Leadership Forum, Jul 20-21
    16. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
    17. MFDF webinar - Performance, Perception and Manager Selection, September 14
    18. 2022 ICI Tax and Accounting Conference, Sep 18-21
    19. 5th annual Expect Miracles Atlantic Coast Classic, October 3
    20. Nicsa Fearless Leadership Symposium, Oct 6-7
    21. 2022 MMI Annual Conference, Oct 19-21
    22. 2022 IDC Fund Directors Conference, Oct 24-26
    23. 18th annual Expect Miracles Wine & Spirits Event, October 27
    24. Nicsa 2022 General Membership Meeting, October 31 - November 2
    25. Tiburon CEO Summit XLIII, Nov 7-9
    26. 2022 ICI Tech Summit, Nov 8-9

    ©All rights reserved to InvestmentWires, Inc. 1997-2022
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use