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

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

Rating:Follow the Fundsters - January 17, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, January 17, 2017

Follow the Fundsters - January 17, 2017

Reported by Ashley McHugh-Chiappone

Company: Schwartz Investment Counsel, Inc

Promotion: Brian Milligan

Milligan has been appointed lead PM of the Ave Maria Growth Fund. Milligan has been with Schwartz since 2014 where he was a co-PM of the Ave Maria Growth Fund.

***


Company: New York Life

Promotion: Tony Malloy

Malloy has been appointed chief investment officer, succeeding John Kim, who held the position for 7 years. Previously, Malloy served as head of the organization, NYL Investors.

***


Todd Van Pelt
Cambridge
Vice President of Due Diligence and Product Services
Company: Cambridge

Promotion: Todd Van Pelt

Pelt has been promoted to vice president of due diligence and product services. Previously, he served as a member of the board of directors for the investment program association (IPA).

***


Company: BNY Mellon

Addition: Jeff McCarthy

McCarthy has been appointed chief executive officer, exchange traded funds, a newly created role. Previously, he served as vice president and head of exchange traded product listings & trading at NASDAQ.

***


Company: John Hancock Group of Funds

Promotion: Hassell H. McClellan

McClellan has been promoted to chairperson of the board of trustees. He has been a board member since 2001, and has vast experience in wealth management, serving as an educator at Boston College's Wallace E. Carroll School of Management, as well as as a director of financial services in publicly and privately held companies. McClellan succeeds James Oates.

***


Company: Personal Capital

Addition: Paul Desmarais III

Desmarais has joined the firm's board of directors. He also serves as vice president of Power Financial Corporation.

***


Company: US SIF: The Forum for Sustainable and Responsible Investment

Additions: Steve Falci, Alyssa Greenspan, Bruce Kahn, Jonas Kron, Craig Metrick, Jackie VanderBrug

All six have been elected to the board of the US SIF. Falci also serves as CIO of Pax World Management. Greenspan also serves as president and COO of Community Capital Management. Kahn also serves as a PM at Sustainable Insight Capital Management. Kron also serves as SVP, director of shareholder advocacy at Trillium Asset Management. Metrick also serves as , director of manager due diligence at Cornerstone Capital. VanderBrug also serves as managing director of US Trust/Bank of America.

***


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. 

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: Q3Q2Q1
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 Director Discussion Series - Open Forum, July 9
  2. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  3. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  4. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  5. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  6. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  7. MFDF webinar - ETF Conversions, July 17
  8. MFDF Director Discussion Series - Open Forum (New York), July 22
  9. MFDF Ask Anything webinar - AI Edition, July 24
  10. MFDF webinar - Use of Derivatives by RICs, July 29
  11. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  12. Samfund Soiree Boston 2025, August 21
  13. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  14. ICI ETF Conference, Sep 8-10
  15. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  16. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  17. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  18. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  19. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  20. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  21. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  22. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  23. 10th annual Fuse Forum, October 8
  24. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  25. 2025 MMI Annual Conference, Oct 15-17
  26. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15




©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