Company: Christian Brothers Investment Services
Appointment: Jeffrey McCroy
McCroy was appointed
CEO at Christian Brothers, effective May 18. Previously, he was employed at American Century Investments
as head of global client relationship management.
Company: The National Association of Personal Financial Advisors
Awardees: Bernie Kiely, Danielle Seurkamp
Kiely and Seurkamp, two members of NAPFA, were presented with awards last week at the NAPFA Spring Conference in Seattle, WA. Kiely received the Robert J. Underwood Distinguished Service Award
for his service at NAPFA, and his Fee-Only financial planning advancements. Kiely is currently a NAPFA-registered financial advisor with Kiely Capital Management
in Morristown, New Jersey. Seurkamp received the NAPFA New Professional Award
for her achievements and contributions to the profession of new practitioner members of NAPFA. Seurkamp is currently a financial advisor at The Asset Advisory Group in Cincinnati, Ohio.
Appointment: Alex Piré
Piré was appointed
as head of client portfolio management at Natixis Global Asset Management's
affiliate, Seeyond. Previously, Piré was employed at Jennison Associates,
where he served as vice president and acting head of product development and management.
Appointments: Theodore R. Jaeckel,Michael Kalinoski, Walter O'Connor, Phillip Soccio, Michael Perilli
In addition to the retirement of a BlackRock PM,
BlackRock has made PM changes
to some of its municipal closed-end funds with the above appointees. Jaeckel, managing director, O'Connor, managing director, Kalinoski, director, and Soccio, director, are members of BlackRock’s Americas Fixed Income group within Alpha Strategies, and head PMs of the Municipal Mutual Fund Desk.
Perilli, vice president is PM for the Municipal Mutual Fund Desk
within BlackRock's Global Fixed Income group.
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.
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