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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
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. 

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