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Wednesday, December 14, 2016|
Follow the Fundsters - December 14, 2016
Company: Fred Alger & Company, Incorporated (Alger)
Additions: Eric Seidman, Jeff Vigilante
Seidman has been appointed vice president, as reported by our sister publication, the 401kWire. Previously, he served as vice president, account manager in retirement investment solutions at Prudential Financial. Vigilante has been appointed assistant vice president. Previously, he served as various retirement roles at Prudential Financial.
Company: Voya Financial
Appointment: Rod Martin
Martin, CEO and chairman of Voya Financial, has been appointed to the Junior Achievement USA's board of directors. Junior Achievement USA is an organization committed to "giving young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices."
Addition: Sheila Hooda
Hooda has joined the Virtus board of directors. Hooda is the founder, CEO and president of Alpha Advisory Partners.
Company: Securities and Exchange Commission (SEC)
Departure: Andrew Ceresney
Ceresney announced that he will be leaving his role as enforcement director by the end of the year. Prior to joining the SEC, he served as a litigation partner in the law firm of Debevoise & Plimpton LLP.
Company: Turner Investments
Appointments: David Adcock, David Gilbert, Peri Wallace Higgins, Richard Miles, William Moran
These five have been appointed to the board of trustees. Adcock serves as general counsel for the Duke Endowment and the Duke Hospital System. Gilbert serves as a managing member at Whitemarsh Capital. Wallace Higgins serves as president of Evolve Advisers. Miles serves as partner/managing director of Berkshire Capital Securities, LLC. Moran previously served as executive vice president and general auditor at J.P. Morgan Chase & Co.
Company: EP Wealth Advisors
Addition: Patrick Kinney
Kinney has been hired as a financial advisor in their West Los Angeles office. Previously, he served as vice president at Churchill Management Group.
Company: Motley Fool Funds
Promotion: Bryan Hinmon
Himon has been appointed CIO. Previously, he served as a PM and director of research at Motley Fool Funds. He is replacing Bill Mann, who is moving into a strategic position within The Motley Fool’s publishing business.
Company: Delaware Investments
Addition: John Leonard
Leonard will join the firm as head of equities, effective March 3, 2017. Currently, he serves as global head of equities at UBS Asset Management.
Company: CCR Wealth Management
Additions: Andrew Bonetti, Jacob Stewart
Bonetti has joined the firm as a financial advisor. Stewart has joined the firm as an investment analyst. Previously, he worked as an investment consultant for various companies, including John Hancock and Natixis Global Asset Management.
Check back as we keep an eye on people moves in the future and see our previous Follow the Fundsters (previously known 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 email@example.com.
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