Follow the Fundsters - June 14, 2017
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Wednesday, June 14, 2017

Follow the Fundsters - June 14, 2017

Company: J.P. Morgan Asset Management

Appointment: Joanna Gallegos

Gallegos was appointed as head of U.S. ETFs at J.P. Morgan. Gallegos has been working at J.P. Morgan since 2013 and will be succeeding Bob Deutsch, who is retiring.


Company: American Century Investments

Appointment: Edward Rosenberg

Rosenberg was appointed senior vice president and head of ETFs at American Century Investments. Rosenberg has over 17 years of investment experience as well as over a decade of experience developing and manging ETFs for a variety of firms such as the Vanguard Group and Russel Investments.


Company: Securities and Exchange Commission

Appointment: Stephanie Avakian and Steven Peikin

Avakian and Peikin were appointed as Co-directors of the Division of Enforcement at the SEC. Avakian was previously an acting director of the Division of Enforcement at SEC and Peikin was a former federal prosecutor.


Company: BlackRock Inc.

Appointment: Heather Brownlie and Jim Hill

Brownlie was appointed U.S. head of fixed-income ETFs at BlackRock Inc. Hill was appointed as an adviser to BlackRock's ETF business. Brownlie previously worked for the Goldman Sachs Group Inc. and Hill previously worked at Morgan Stanley and Credit Suisse Group AG.


Company: John Hancock Funds

Appointment: Neil Kay

Kay was appointed managing director of ETFs for the West Coast at John Hancock Funds. Kay previously worked for Hartford Funds.


Company: Fenimore Asset Management

Appointment: Greg Champion

Champion has joined the Fenimore Asset Management Board of Directors. He was previously an attorney and a managing member at Bond, Schoeneck & King.


Company: Capital Management Group

Appointment: Kevin Small

Small has been appointed as a senior wealth advisor at the Capital Management Group. Previously, Small was a financial consultant at AXA Advisors.


Company: Cohen & Steers Capital Management

Appointment: Jessen Fahey

Fahey was appointed Vice President of the Cohen & Steers wealth management team to specialize in the defined contribution investment-only (DCIO) marketplace. Previously, Fahey worked at Columbia Threadneedle Investments as regional vice president of sales.


Company: Mercy Advisors

Appointment: Dave Welling

Welling was appointed CEO of Mercy Advisors. He will be replacing David Barton who will now assume the role of vice chairman and will lead the firm's newly created merger-and-acquisition efforts. Welling previously worked as co-general manager of SS&C Advent.


Company: JP Morgan Global Alternatives

Appointment: Brad Demong and Leander Christofides

Demong and Christofides were appointed as Co-CIOs of the new Global Special Situations group at J.P. Morgan. Demong and Christofides previously held senior roles in J.P. Morgan's Corporate and Investment Bank, most recently managing Leverage & Distressed Private Side Research and Trading for the EMEA region.


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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