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Rating:Follow the Fundsters - January 11, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, January 11, 2017

Follow the Fundsters - January 11, 2017

Reported by Ashley McHugh-Chiappone

Tricia Rothschild
Morningstar, Inc.
Chief Product Officer
Company: Morningstar, Inc

Promotion and Addition: Tricia Rothschild, Danny Dunn

Rothschild has been appointed chief product officer. Previously, she served as head of global advisor solutions for the investment research firm. Dunn has been hired as Morningstar's first chief revenue officer. Previously, he served as vice president of IBM's midwest enterprise unit.


Company: Graystone Consulting

Addition: Kelli Schrade

Schrade joined the firm's Stephans Van Liew and Oiler Group as a senior partner leading the teamís manager assessment and due diligence efforts. Previously, she served as chair of the traditional and alternative investment manager committees at Marquette Associates.


Company: Advisors Asset Management

Addition: Glenn Lotenberg

Lotenberg has been hired as managing director, business development group. Previously, he served as managing director of the structured products trading/market linked products wealth management solutions at Incapital.


Company: Thompson Hine LLP

Promotions: Cassandra Borchers, Eric Heyer,

Borchers is now a partner in the corporate transactions & securities practice group in Cincinnati. Heyer is now a partner in the business litigation practice group in Washington D.C, assisting mutual fund firms with securities offerings, private equity issues, formation, mergers and acquisitions.


Company: Semper Capital Management

Promotion: Zach Cooper

Cooper has been appointed chief investment officer. Previously, he served as Semper's deputy chief investment officer. Cooper replaces Jay Menozzi, who has retired from the industry.


Company: K&L Gates LLP

Addition: Michael Dyson

Dyson has been appointed partner in the government enforcement practice of its Washington, D.C., office. Previously, he served as FINRA's senior counsel.


Company: PGIM Fixed Income

Addition: Gary Stromberg

Stromber has joined the investment business of Prudential Financial as the a principal and high yield credit analyst overseeing high yield energy research. Previously, he served as senior high yield energy analyst and head of US high yield research at Barclays.


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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