| Whit Davis|
Edge Capital Partners
Partner - Research
Company: Edge Capital Partners
Appointments: Whit Davis, Paul Robertson, Dennis Sabo
Edge Capital promoted
the above executives to partner. Davis is a member of Edge Capital's PM team, Robertson serves as a senior investment advisor, and Sabo serves as co-PM manager for the Blue Current Global Dividend
strategy and oversees the firm's research efforts. In addition, Will Skeean,
partner and investment management team chair at Edge Capital, has relocated to its Dallas, TX location.
Company: Constellation Advisers
Appointment: Steven Graham
Graham was hired
by Constellation as managing director of its Regulatory and Compliance Group based in Dallas, TX. Previously, Graham was employed at FINRA
serving as senior regional counsel.
Appointments: A slew of senior appointments were added to the Fixed Income Department at MFS
MFS has made
several changes to its Fixed Income Department. Pilar Gomez-Bravo
was named director of Fixed Income in Europe, and Joshua Marston
was named director of Fixed Income in North America. Lior Jassur
has been named director of Fixed Income Research in Europe, while Melissa Haskell
has been named director of Fixed Income Research in North America. A list of employees with roles entitled director of corporate research, high-yield, emerging market, and municipal research positions also in North America will report to Haskell. In addition, Sean Cameron
will assume the position of fixed income strategic solutions analyst, a newly created role at MFS. Michael Pandolfi
has been named director, associate research, and will also lead the newly created mentoring program. Lastly, new PM roles have been assigned, effective April 5.
Company: LM Capital Group
Appointment: Patrick Faul
Faul was appointed director of research at LM Capital, effective early May. Previously, Faul was previously employed at Calvert Investments
where he served as head of credit research.
Appointment: Chuck Robbins
Robbins was nominated
to BlackRock's Board of Directors. Previously, Robbins served as Chief Executive Officer at Cisco Systems.
Company: MUFG Investor Services
Appointment: Joe Latini
Latini was appointed as executive director for relationship management at MUFG where he will manage relationships with existing clients in its alternative asset servicing platform. Previously, Latini was employed at ENSO Financial Analytics,
where he served as director of US sales.
Company: Causeway Capital Management
Khan was appointed
as senior quantitative analyst on April 3. Previously, Khan was the Honeywell Professor of Accounting at the University of Minnesota.
Company: Fidelity Investments
Retiree: James Morrow
Morrow will retire
from Fidelity in Toronto as PM, effective December 31, 2017. Currently, Morrow manages manages Fidelity U.S. Dividend Fund, Fidelity U.S. Dividend Registered Fund, Fidelity U.S. Dividend Private Pool and Fidelity U.S. Dividend Investment Trust,
along with other responsibilities.
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 firstname.lastname@example.org.
Stay ahead of the news ... Sign up for our email alerts now