People on the Move - November 7, 2016
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Monday, November 7, 2016

People on the Move - November 7, 2016

Matthew Freund
Calamos Investments
Co-Chief Investment Officer, Head of Fixed Income Strategies
Company: Calamos Investments

Addition: Matthew Freund

Freund has been appointed co-chief investment officer, head of fixed income strategies. Previously, he was chief investment officer at USAA Investments.


Company: USAA Investments

Promotion: John Spear

Spear has been appointed chief investment officer of USAA mutual funds. Previously, he served as VP, head of fixed income for the company. He succeeds Matt Freund, former CIO.


Company: FUSE Research

Additions: Lisa Travaglini Campbell, James Steele

Travaglini Campbell has been appointed director of editorial. Steele has been appointed a research analyst.


Company: Financial Engines

Retiree: Raymond Sims

On November 3, Sims announced his plans to retire as chief financial officer after the company is able to find a successor. Sims has worked for the company for 17 years.


Company: Athena Capital Advisors

Addition: William McCalpin

McCalpin has joined Athena as managing partner, impact investments. Previously, he served as chief executive officer of Imprint Capital Advisors.


Company: Delaware Investments

Addition: Andrew Koltunowicz

Koltunowicz has been appointed regional director, covering northern New Jersey. Previously, he was managing director and external wholesaler covering the New York area at Destra Capital.


Company: T. Rowe Price

Retirement: Brian Rogers

On March 31, 2017, Rogers will retire from his current position as chief investment officer, which he has held since 2004. He will continue to serve on the board of directors as a non-executive chair, as reported by the MFWire.


Company: Morningstar, Inc

Additions: Mitch Shue, James Rhodes

Shue has been appointed chief technology officer. Rhodes has been appointed chief data officer.


Company: Voya Investment Management

Addition: Drew Schechtman

Schechtman has been appointed vice president, environment, social and governance (ESG) integration leader. Previously, he was vice president and head of sustainability and environmental investing at BNY Mellon.


Company: Rockefeller & Co

Promotion: David Rockefeller, Jr.

Rockefeller has been appointed chairman of the board of directors. Rockefeller is a founding member of the board of directors, and he replaced Colin Campbell.


Company: BMO Financial Group

Promotions: Gilles Ouellette

Ouellette has been appointed group head, BMO Asset Management, and vice-chair, international, BMO Financial Group. Previously, he was group head, wealth management. BMO also promoted a few other employees, including: Frank Techar, who has been appointed vice-chair, BMO Financial Group, Darryl White, who has been appointed chief operating officer, and Patrick Cronin and Joanna Rotenberg, who have been appointed group heads, BMO capital markets.


Check back as we keep an eye on people moves in the future and see our previous 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. 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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