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Rating:Follow the Fundsters - March 7, 2017   Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, March 07, 2017

Follow the Fundsters - March 7, 2017

Reported by Marisa Santella

Company: U.S. Federal Government

New Appointment: Shahira Knight

Shahira Knight, ex-exec at Fidelity Investments was appointed special assistant to the President for tax and retirement policy. Other than Fidelity, Knight previously served on the Ways and Means Committee in the U.S. House of Representatives.

***


Company: Gabelli Dividend Growth Fund

Justin Bergner
Gabelli Asset Management
Senior Analyst
Appointments: Robert D. Leininger, Justin L. Bergner

Robert Leininger CFA, and Justin Bergner CFA were appointed to the investment team at Gabelli Dividend Growth Fund, effective on March 1, 2017. Both appointees were already employed at Gabelli, serving in different positions.

***


Company: Shelton Capital Management

New Appointments: William H. Barnes, Becca Wood

William Barnes CFA joined Shelton as director, advisor services overseeing the Western United States. Previously, Barnes held positions at various firms including Neuberger Berman, Janus, and AXA Rosenberg. Becca Wood joined Shelton as marketing director. Previously, she was employed at Dish Network.

***


Company: Fiduciary Trust Company

New Appointments: Richard Olney, Peter Whitlock

Richard Olney and Peter Whitlock both joined Fiduciary as vice presidents and investment officers. Previously, Olney worked at U.S. Trust, serving as trust officer. Whitlock previously served as partner, head of institutional business at Century Capital Management.

***


Company: River Road Asset Management

New Appointment: Matthew J. Wyatt

Matthew Wyatt was hired at River Road as an associate equity research analyst. Previously, Wyatt was employed at Avondale Partners serving as an associate within the equity research group.

***


Company: Jensen Investment Management

Retiree: Robert Zagunis

Jensen Investment Management announced that a portfolio manager and member of the Jensen Funds' investment team, Robert Zagunis, is to retire on February 28, 2018 at the age of 63.

***


Company: BlackRock Funds

New Appointments: Alastair Bishop, Kyle G. McClements, Christopher M. Accettella

BlackRock announced changes to its Utility and Infrastructure Trust portfolio management team, effective March 15, 2017. Alastair Bishop, director, is responsible for the energy and new energy sectors under the Natural Resources Team at BlackRock. Prior to joining BlackRock in 2010, Bishop was employed at Piper Jaffray. Kyle G. McClements, CFA, managing director, is a senior trader, and is a member of the Fundamental Equity platform within BlackRock's Portfolio Management Group. McClements has been employed at BlackRock since 2004. Christopher M. Accettella, director, is a trader who is also a member of the Fundamental Equity platform within BlackRock's Portfolio Management Group. Accettella was employed at BlackRock since 2005.

***


Check back as we keep an eye on people moves in the future and see our previous Follow the Fundsters (previously know 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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