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Rating:Follow the Fundsters - January 4, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, January 04, 2017

Follow the Fundsters - January 4, 2017

Reported by Ashley McHugh-Chiappone

Company: T. Rowe Price Group

Retiree: Kenneth Moreland

Moreland will retire this year from his position as the publicly-traded mutual fund firm's chief financial officer. Prior to his role at T. Rowe, he was a client service partner at Coopers & Lybrand, which merged with Price Waterhouse to become PricewaterhouseCoopers.

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David Gordon
Eaton Vance Advisor Institute
Vice President and Director
Company: Eaton Vance Distributors

Promotion: David Gordon

Gordon has been promoted to director, Eaton Vance Advisor Institute. Previously, he was a strategy specialist in EVD's wealth strategies group.

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Company: Cambridge Investment Research

Departure: Eric Schwartz

Schwartz is stepping down as CEO of the broker-dealer, but he will become executive chairman of the board. Amy Webber succeeds Schwartz as CEO, and retains her title as president. Likewise, Ryan Reineke, former COO and senior vice president of technology, was promoted to chief operations and technology officer; Seth Miller will serve as general council and chief risk officer; and Kyle Selberg, former head of recruitment, is now chief business development officer.

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Company: Capstone Financial Services, Inc

Addition: David Rentfrow

Rentfrow has joined the mutual fund firm as managing director and head of distribution. Previously, he served as managing director and divisional director at BlackRock, Inc.

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Company: MainStay

Addition: Yie-Hsin Hung

Hung has been appointed to the board of trustees of the MainStay DefinedTerm Municipal Opportunities Fund, replacing Christopher Blunt. Hung also serves as chief executive officer at New York Life Investment Management LLC. (MainStay is New York Life's mutual fund brand.)

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Company: Seward & Kissel LLP

Promotions: Gerhard (Gary) Anderson, Keith Billotti, David Johnson, Hoyoon Nam, Andrew Robertson

As of January 1, Anderson and Billotti have been promoted to partner. Anderson is a member of the firm’s business transactions group, working with "public and private companies, private investment funds, investment management firms, financial institutions, business owners, and managers in connection with a variety of business transactions, financings, and general corporate matters." Johnson, Nam and Roberston have been promoted to counsel.

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Company: Bloom Energy Corporation

Addition: Mary Bush

Bush has been appointed to the Bloom Energy board of directors. She also serves on the board of the T. Rowe Price Group. Previously, she served as a board member of the Pioneer Family of Mutual Funds.

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Company: Fiduciary Trust Company International

Addition: Arturo Giacosa

Giacosa has joined the firm as managing director and trust counsel of Fiduciary Trust International of the South. Previously, he served as managing director and head of fiduciary and Hispanic wealth planning for Latin America clients at Itaú Private Bank.

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Company: PIMCO

Addition: Jeffrey Thompson

Thompson has been hired as an executive vice president and PM at the fixed income giant. Previously, he served as managing director and co-head of the commercial real estate group at Annaly Capital Management.

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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 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. 

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