Company: T. Rowe Price Associates
Appointment: Céline Dufétel
Dufetel will join
T. Rowe Price in December as a VP. Deufetel will also become the firms' treasurer and CFO in the first quarter of 2018. Dufetel will replace Ken Moreland
, who is retiring after 14 years of service for the firm. Moreland will continue to serve as CFO until the firm files its official 10-k for the 2017 fiscal year in February 2018. Prior to assuming this role, Dufetel served as partner and head of the North American asset management practice and McKinsey & Co.
Company: John Hancock Retirement Plan Services
Appointment: Nick McParland
On September 1, McParland will become
the new national sales manager for John Hancocks Retirement Plan Services' Mid, Large and Taft-Hartley Markets. McParland is expected to create new business relationships across the country and boost national sales. He will report to Scott Francolini
, senior vice president of strategic relationship management. Prior to assuming this position, McParland served as Hancocks' national director for the Taft-Hartley market.
Company: The Wagner Law Group
Appointment: Patrice Maloney-Knauff
On August 22, The Wagner Law Group appointed
Knauff as counsel. Knauff has over 25 years of experience advising pension plans, insurance companies, and investment managers in corporate law. Prior to assuming this role, she served as Allstate Insurance Company's investment and business transaction corporate counsel.
Company: Ultimus Fund Solutions, LLC
Appointment: Dina Tantra
On August 22, Ultimus appointed
Tantra as their new executive VP and director of fund administration/compliance. Tantra is responsible for overseeing fund compliance as well as its Ultimus' corporate compliance team. Prior to this, Tantra was a MD at Foreside Financial
Company: Wavelength Capital Management
and Donald R. Benson
On August 22, Wavelength Capital appointed
Gould as executive vice president and Benson as a member of its' advisory board. The two of them are expected to provide their professional insights on global economic, political, and strategic development in relation to Wavelength Capital. Gould previously served as the CIO of Entertainment Studios
and Benson served as the head of regional investment banking and a MD of Credit Suisse
Event: 2017 NICSA NOVA Awards
Winners for the upcoming event are announced
- Mark Casady, retired CEO of LPL Financial, won the NOVA Strategic Leadership Award.
- Michael Akins, SVP and head of ETFs at ALPs, won the NOVA Award for Emerging Leaders
- Patrick Hurley, VP of Oppenheimer, won the NOVA Award for Emerging Leaders
- Divya Mathew, Senior Manager of Deloitte, won the NOVA Award for Emerging Leaders
- Kelli O' Brien, VP of J.P. Morgan, won the NOVA Award for Emerging Leaders
- Steven Duncan, President of American Funds, won the NICSA Lifetime Achievement Award
- Jay Hooley, CEO of SSgA, won the Robert L. Gould Award
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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