Company: T. Rowe Price Group Inc.
Appointment: Doug Greenstein
and Deirdre Guice Minor
Greenstein was appointed
head of U.S. Institutional Business Development at T. Rowe Prices' global investment services (GIS) division in the Americas. In this new role, Greenstein is expected to lead the GIS divisions' U.S. business development team and to report to Keith Lewis
, the head of Americas for the GIS division. Prior to assuming this role, Greenstein was an institutional business development executive at T. Rowe Price covering the Northeast region. He has been replaced with a former managing director of public fund business development at UBS Asset Management
, Deirdre Guice Minor
Organization: Financial Services Institute
Appointment: Ed Forest
, Chris Maryanopolis
, and Scott Spiker
Forst, president and CEO of Lincoln Investment Planning
, Maryanopolis, president of Signator Investors
, and Spiker, CEO of First Command
, were elected
as directors of the FSI Board for 2018.
Company: T. Rowe Price Group, Inc.
Appointment: Lowell Yura
and Yoram Lustig
Yura was appointed
head of multi-asset solutions for North America and Lustig was appointed head of multi-asset solutions for Europe, Middle East, and Africa. Yura is based in Baltimore while Lustig is based in London. Both of these new hires will report to Peter Austin
, the head of multi-asset solutions and a member of T. Rowe Prices' asset allocation team. Yura and Lustig are expected to help carry out T. Rowe Prices' commitment to expand its multi-asset solutions business globally as well as to enhance the company's ability to serve its clients in those expanding regions. Prior to assuming their current positions, Yura was a managing director and head of multi-asset solutions at BMO Global Asset Management
in Chicago and Lustig was head of multi-asset investments U.K. for AXA Investment Managers
Organization: Women Investment Professionals (WIP)
Appointment: Christina Cryer
and Susan Small
Cryer, head of U.S. consultant relations for WisdomTree Asset Management
and ex-vice president of WIP, and Small, head of institutional client coverage in the Americas at UBS Asset Management and ex-WIP sponsorship committee chairwomen, were appointed
president and vice president of Women Investment Professionals, an organization for professional women in the institutional investment management industry. WIP provides support for women in the institutional investment community through a series of networking, professional, and personal development events and the new appointees are expected to grow that tradition and provide more support and representation for women across the industry.
Company: Hartford Funds
Appointment: Gina Lombardi
Lombardi was appointed
relationship manager at the Wirehouse Strategic Relationship Management (SRM) team at Hartford Funds. She is expected to support initiatives to develop and strengthen relationships with Hartford Funds' largest broker-dealer clients. Lombardi will report to Eric Levinson, head of Wirehouse SRM. Prior to assuming this role, Lombardi was a senior national accounts relationship manager at Cohen & Steers
with over 12 years of sales and relationship management experience.
Company: Voya Financial, Inc.
Appointment: Bill Harmon
Harmon was appointed
the president of Retirement Corporate 401(k) at Voya Financial. In this role, Harmon will oversee all aspects of the corporate 401(k) market which includes sales, relationship management, strategy, and growth in different segments of the market ranging from small and mid-sized companies to the nations largest corporate employers. Harmon and his team are responsible for building upon and delivering next-generation costumer experiences and solutions that will drive positive retirement outcomes. In addition to corporate 401(k), Harmon will also be joining the team lead by Charlie Nelson
, CEO of retirement, as well as Voya's operating committee. Prior to assuming this role, Harmon recently served as senior vice president of core markets at Empower Retirement
where he was responsible for the segments' success overall. Harmon has over 30 years of experience in the U.S. retirement industry.
Appointment: William H. Heyman
Heyman, vice chairmen and CIO of The Travelers Companies, Inc.
, was elected
Chairman of FINRA Board of Governors. Heyman succeeded Jack Brennan
who was the chairman last year. Heyman is expected to strengthen investor protection as well as enhance the integrity of financial markets.
Company: Oppenheimer & Co.
Appointment: Eric Lyons
and Mark Yadgaroff
Lyons and Yadgaroff were both appointed
managing directors at Oppenheimer. In addition, Lyons was appointed as a financial advisor in Atlanta where he works under Todd Wiggins
, a branch manager. Yadgaroff was also appointed financial advisor but he is stationed in New York and reports to Chad Allen
who is the branch manager there. Previously, both Lyons and Yadgaroff worked for AllianceBernstein
and oversaw a combined total of $785 million.
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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