Follow the Fundsters - April 10, 2017
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Monday, April 10, 2017

Follow the Fundsters - April 10, 2017

Whit Davis
Edge Capital Partners
Partner - Research
Company: Edge Capital Partners

Appointments: Whit Davis, Paul Robertson, Dennis Sabo

Edge Capital promoted the above executives to partner. Davis is a member of Edge Capital's PM team, Robertson serves as a senior investment advisor, and Sabo serves as co-PM manager for the Blue Current Global Dividend strategy and oversees the firm's research efforts. In addition, Will Skeean, partner and investment management team chair at Edge Capital, has relocated to its Dallas, TX location.


Company: Constellation Advisers

Appointment: Steven Graham

Graham was hired by Constellation as managing director of its Regulatory and Compliance Group based in Dallas, TX. Previously, Graham was employed at FINRA serving as senior regional counsel.


Company: MFS

Appointments: A slew of senior appointments were added to the Fixed Income Department at MFS

MFS has made several changes to its Fixed Income Department. Pilar Gomez-Bravo was named director of Fixed Income in Europe, and Joshua Marston was named director of Fixed Income in North America. Lior Jassur has been named director of Fixed Income Research in Europe, while Melissa Haskell has been named director of Fixed Income Research in North America. A list of employees with roles entitled director of corporate research, high-yield, emerging market, and municipal research positions also in North America will report to Haskell. In addition, Sean Cameron will assume the position of fixed income strategic solutions analyst, a newly created role at MFS. Michael Pandolfi has been named director, associate research, and will also lead the newly created mentoring program. Lastly, new PM roles have been assigned, effective April 5.


Company: LM Capital Group

Appointment: Patrick Faul

Faul was appointed director of research at LM Capital, effective early May. Previously, Faul was previously employed at Calvert Investments where he served as head of credit research.


Company: BlackRock

Appointment: Chuck Robbins

Robbins was nominated to BlackRock's Board of Directors. Previously, Robbins served as Chief Executive Officer at Cisco Systems.


Company: MUFG Investor Services

Appointment: Joe Latini

Latini was appointed as executive director for relationship management at MUFG where he will manage relationships with existing clients in its alternative asset servicing platform. Previously, Latini was employed at ENSO Financial Analytics, where he served as director of US sales.


Company: Causeway Capital Management

Appointment:Mozaffar Khan

Khan was appointed as senior quantitative analyst on April 3. Previously, Khan was the Honeywell Professor of Accounting at the University of Minnesota.


Company: Fidelity Investments Toronto, Canada

Retiree: James Morrow

Morrow will retire from Fidelity in Toronto as PM, effective December 31, 2017. Currently, Morrow manages manages Fidelity U.S. Dividend Fund, Fidelity U.S. Dividend Registered Fund, Fidelity U.S. Dividend Private Pool and Fidelity U.S. Dividend Investment Trust, along with other responsibilities.


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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