New Hire Roundup: Comfort Joins LPL; Clark Moves Up at Clark Capital

Jay Rosoff Joins Thesis Fund Distribution

Thesis Fund Management, manager of the Thesis Flexible Fund (TFLEX), announced recently that Jay Rosoff has joined registered broker-dealer Point Capital Markets as managing director of distribution for TFLEX. He will coordinate distribution of TFLEX, managed by Thesis Fund Management and former hedge fund manager Stephen Roseman. Previously Rosoff spent more than 10 years with Allianz Global Investors, where he served as the national sales manager for the independent, bank and regional division from 2006 to 2010. Prior to that, he was a senior vice president and divisional sales manager in the Northeast region. Earlier he spent 10 years at Eaton Vance as a senior vice president. He began his career as a retail financial advisor in the Boston area.

Citi Private Bank Adds Baughman in San Francisco

Citi Private Bank announced recently that it has hired Tim Baughman as a director and ultra-high-net-worth private banker to join the firm’s San Francisco office. He reports to Lisa Roberts, head of Northern California, Citi Private Bank.

Baughman joins from J.P. Morgan’s wealth management group in San Francisco. Prior to joining J.P. Morgan in 2010, he spent over 20 years as a technology and telecommunications investment banker, holding senior roles at Credit Suisse First Boston, Hambrecht & Quist and Jefferies & Co.

Tim O’Donovan Joins Linde, Hansen

Florham Park, N.J.-based Linde, Hansen & Co. announced that it has hired Tim O’Donovan as director of sales. In that role, he will be responsible for distribution of Linde, Hansen contrarian value portfolios, currently offered via mutual fund (Class A shares: LHVAX; Class I shares: LHVIX), separate account and model portfolios. He will reunite with three former colleagues from Lord, Abbett & Co., including Linde, Hansen’s two managing members, Edward von der Linde and Howard Hansen, and managing director of marketing, Jeff Cresci.

Prior to joining, O’Donovan was a managing director at Pacer Financial from 2008 through April, 2012. Previously, he was a vice president at Managers Investment Group from 2006 to 2008, and a wholesaler at Lord, Abbett & Co. from 1998 to 2006.

Michael Doshier Joins Franklin Templeton Investments

Franklin Templeton Investments announced recently that Michael Doshier has joined as vice president, retirement marketing. In this new position, he will lead the retirement marketing team, with particular emphasis on both the DCIO marketplace and broader retirement income solutions, and will also lead the 529 college savings plan marketing team. He will report to David McSpadden, senior vice president of global advisory services.

With more than 25 years of experience in the financial services industry, Doshier most recently served as vice president, advisor marketing in MassMutual Financial Group’s retirement services division. Prior to that, he held several leadership positions, including leading Fidelity Investments’ tax-exempt market segment, managing national call centers, and managing service delivery functions, relationship management and total benefits outsourcing operations.

Read the May 17 New Hire Roundup at AdvisorOne.com.