December 4, 2013

New Hire Roundup: Sonnenberg Joins Glassman Wealth Services

Commonfund's Kwait named head of hedge fund research; more

This week in personnel announcements and new hires, Nathan Sonnenberg joined Glassman Wealth Services, Commonfund's Kristopher Kwait gained another title, and Tony Leonard joined OneAmerica.

Also, RR Advisory Group joined Mariner Wealth Advisors and Schroders appointed Chris Moran as its new head of subadvisory.

Glassman Wealth Services Welcomes Sonnenberg

Nathan Sonnenberg has joined Glassman Wealth Services as chief investment officer. In this position, he leads research, due diligence and portfolio construction efforts and co-chairs the firm's investment policy committee along with Barry Glassman.

With more than 17 years of experience in investment research, portfolio development and asset allocation strategies for the ultrahigh-net-worth, Sonnenberg was formerly CIO at Fortigent, where he held a number of positions during his tenure. Before Fortigent, his most recent position was director of asset management and portfolio manager in Washington, D.C. for Abbott Downing, the UHNW division of Wells Fargo Bank.

Kwait Named Head of Hedge Fund Research at Commonfund

Commonfund announced Tuesday that Kristopher Kwait, current managing director of its hedge fund strategies group, has also been named head of hedge fund research.

Kwait, who has been with the firm 12 years, has had a significant influence on the hedge fund team. In addition to manager selection, he has also supervised the group's quantitative analytics team. He has also co-published a collection of whitepapers on various aspects of hedge fund investing.

OneAmerica Names Leonard Regional Sales Director for Retirement in Carolinas

Tony Leonard has been named regional sales director of the retirement business in North and South Carolina for the companies of OneAmerica. He will be based in the regional office in Charlotte, N.C.

A 27-year industry veteran, Leonard has held positions at SEI Investments, Putnam Investments and New York Life, and has served as a subject matter expert at numerous industry conferences on topics ranging from fiduciary principles to plan management.

Mariner Wealth Advisors Adds RR Advisory Group

Mariner Wealth Advisors announced Monday that RR Advisory Group LLC has joined Mariner's family of companies.

RR Advisory Group is an independent wealth management firm with a staff of 20 professionals who take an integrated approach to managing a wide range of clients’ financial needs

Schroders Appoints New Subadvisory Head

Chris Moran has been appointed the new head of subadvisory for Schroders. In that role, he will focus on helping to manage and expand existing subadvisory client relationships and also work to generate new mandates. He will report to Carter Sims, head of U.S. intermediary distribution.

Moran previously was national sales manager and client advisor for J.P. Morgan Asset Management. Prior to that, he was the regional vice president of ING Group.

Read the Nov. 26 New Hire Roundup at ThinkAdvisor.

 

 

 

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