Follow the Fundsters - March 15, 2017
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Wednesday, March 15, 2017

Follow the Fundsters - March 15, 2017

Company: T. Rowe Price

Appointment: Lee Stevens

Lee Stevens joined T. Rowe Price as head of mega & large market retirement sales, effective March 31, 2017. This is a newly created position within T. Rowe Price. Previously, Stevens was employed at JPMorgan Chase & Co.


Company: Voya Investment Management

Appointment: Paul Zemsky

Paul Zemsky was appointed to the board of directors at Futures and Options, a non-profit career development and paid internship program for New York City youth. While maintaining his employment at Voya as CIO of multi-asset strategies and solutions, Zemsky will help to "reach the kids in NYC who most need and deserve opportunities, to be prepared for success when they enter the workforce," according to Executive Director of Futures and Options, Patty Machir.


Company: Penn Capital

Promotions: Lisa Matson, Robert McLaughlin, Peter J. Moran, Richard Simons

Matson, McLaughlin, Moran, and Simons have all been promoted to partner at Penn Capital. Matson, Esq., currently holds the position as general counsel; McLaughlin, CFA, is the current director of operations; Moran is the current executive vice president of global distribution; and Simons, CFA, is the current senior research analyst.


Company: Macquarie Group's Delaware Investments

Appointment: John Leonard

John Leonard
Delaware Investments
Head of Equities
John Leonard joined Macquarie Group's Delaware Investments as head of equities. Previously, Leonard was employed at UBS Global Asset Management.


Company: Charles Sterling Group, LLC

Appointment: James Cooper

James Cooper has joined Charles Sterling Groupís Asset Management Investments Practice as director. Previously, Cooper was employed at Affiliated Managers Group, Inc.


Company: Fidelity Investments

Appointments: David Canter, Matthew Chisholm

David Canter has been appointed to head of the registered investment advisor (RIA) segment at Fidelity Investments in the Clearing & Custody Solutions division. Canter was employed at Fidelity since 2009. Chisholm will assume the leadership of the practice management and consulting group also in the Clearing & Custody Solutions division. Previously, Chisholm "reported to Canter as senior vice president of business analytics and consulting."


Company: Sierra Investment Management

Appointment: Colin Barber

Colin Barber has been appointed to senior key accounts director for the firmís third-party broker/dealer focused businesses, Sierra Mutual Funds and Ocean Park Asset Management, Inc. Barber joined Sierra in 2015, serving as regional sales director.


Company: RBC Wealth Management-U.S.

Appointment: Angie O'Leary

Angie O'Leary has joined RBC Wealth Management-U.S. as head of wealth planning, a newly created role at RBC.


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

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