People on the Move -- August 25, 2016
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Thursday, August 25, 2016

People on the Move -- August 25, 2016

Company: Turner Investments

Addition: Stefania A. Perrucci

Perrucci has joined Turner in the newly created position of global head of fixed income.


Company: T. Rowe Price

Additions: Michael Davis, Lorie Latham

Latham and Davis joined T. Rowe as senior defined contribution strategist and head of DC plan specialists for the institutional business, respectively. Keith Lewis, head of global investment services in the Americas for T. Rowe, talked to our sister publication, 401kWire, about the hirings.


Company: DoubleLine Capital

Death: Bonnie Baha

Baha, head of global developed credit at DoubleLine, died on Sunday.


Company: Advisory Research, Inc.

New Additions: Andrew S. Cupps and the rest of the Cupps Capital Management investment team, which includes Bashir Ahmad, Catriona C. Duncan, Kevin J. Leitner, and Jason R. Rechel

The Cupps Capital Management investment team will join Piper Jaffray subsidiary Advisory Research, Inc.


Company: Wells Fargo Advisors

New Addition: David Kowach

Kowach was appointed president and head of Wells Fargo & Company's national retail brokerage, WFA. WFA's prior chief, Mary Mack, became Wells Fargo's head of community banking.


Company: Kirkland & Ellis LLP

New Addition: Jamie Lynn Walter

Former SEC investment management division lawyer Walter joins Kirkland & Ellis as a partner and is part of the Washington, D.C. office and the investment funds group.


Company: Cambium Partners

New Addition: Mark C Healy

Healy joins third-party distribution shop Cambium as managing partner in New York.


Company: ACSI Funds

New Addition: Kevin Quigg

Quigg joins ACSI (formerly known as CSAT Funds) as chief strategist.


Company: Schroders

New Additions: Chris Eger, David Knutson, and Eric Skelton

In New York, Schroders adds three senior U.S. fixed income executives: Eger, PM for U.S. credit; Knutson, head of credit research for the Americas; and Skelton, U.S. credit trader for U.S. investment grade credit. Knutson succeeds Jack Davis who shifts to being a senior analyst.


Check back as we keep an eye on people moves in the future and see our latest column here. For the latest SEC filings and fund launches, explore our Filings For Fundsters (formerly Stork and Reaper) and New Fund Fuss columns. 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

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