The insiders' edge for 40 Act industry executives!
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Wednesday, December 07, 2016|
Follow the Fundsters - December 7, 2016
Company: RBC Global Asset Management
Bernson and Sheehan have been appointed associate directors of advisory solutions. Benson and Sheehan previously served as an internal wholesalers at Putnam Investments. Smith has been appointed director of advisory solutions. Previously, he was an external relationship manager at Credit Suisse. Zhmakina has been appointed junior associate director of advisory solutions.
Company: Calamos Investments
Addition: Matt Freund
Freund has joined the firm as co-portfolio manager, in addition to his current positions as co-chief investment officer and head of fixed income strategies. Previously, Freund spent more than 20 years at USAA Investments, most recently as chief investment officer.
Company: BNY Mellon
Additions: Linda Cook, Jennifer Morgan
Cook and Morgan have been elected as independent directors. Cook will join the firm's Corporate Governance and Nominating and Risk Committees. Morgan will join the firm's Audit and Technology Committees.
Company: Coho Partners
Addition: Jena Dietrich
Dietrich has joined the firm and is in charge of managing the tactical and strategic marketing efforts. Previously, she served as managing director at Custom Institutional Fund Solutions.
Addition: Douglas Stewart
Steward has joined the firm as head of European, Middle East and Africa distribution. Previously he worked for 13 years at AllianceBernstein Limited, most recently as managing director.
Company: LPL Financial LLC
Retiree: Mark Casady
Casady, CEO, will retire on January 3, 2017. Current LPL president, Dan Arnold, will serve as president and CEO upon Casady's retirement. Casady joined the firm in 2002.
Company: Raymond James
Resignation: Thomas James
James, executive chairman, announced his departure, which will take effect on February 16, 2017; he will be the chairman emeritus after that date. Previously, he served as financial chairman and chief executive officer.
Company: Putnam Investments
Promotions: Samuel Cox, Kathryn Lakin
Cox and Lakin have been appointed co-directors of equity research. Together, they will "oversee the work of nearly 35 analysts who cover every major industry, providing critical fundamental research and analysis for the firmís broader equity platform."
Addition: Matt Clink
Clink has been appointed chief investment officer. Previously, he served as North American chief investment officer at Aon Hewitt Investment Services.
Company: Oakmark Funds
Promotions: Tony Coniaris, Jason Long, Eric Liu, Mike Manelli, Justin Hance
Coniaris will become a co-PM of the Oakmark Global Fund and the Oakmark Global Select Fund. Long will become a co-PM of the Oakmark Global Fund. Liu will become a co-PM of the Oakmark Global Select Fund. Manelli will become a co-PM of the Oakmark International Fund. Hance will become a co-PM of the Oakmark International Small Cap Fund.
Company: ICON Advisers
Addition: Mark Manassee
Manassee has been appointed to ICON Fund's board of trustees. Prior to this position, he was the president of Market Metrics.
Company: Allianz Life Insurance Company of North America
Addition: Robert DeChellis
DeChellis has been hired to lead a new strategic business unit. In this new role, his primary objective will be to "harness the intellectual capital of the Allianz asset management and life insurance companies in the United States."
Resignation: Adam Nash
Nash has stepped down as CEO of Wealthfront, but he will remain on the board. Andy Rachleff, founder and former CEO, will become the CEO once again.
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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