Close Close

Portfolio > Portfolio Construction

New Hire Roundup: Tiger 21 Names Garella San Francisco Chairwoman

Your article was successfully shared with the contacts you provided.

HandshakeThis week in new hires, Tiger 21 named Julie Garella chairwoman of its San Francisco group, Eagle Asset Management brought in four new portfolio managers in Vermont, and Steven Young went to Citi Private Bank.

Also, Mark Mazur and Matthew Rutherford moved up at the Treasury Department and Tony DeMarino joined Buffalo Funds.

Tiger 21 Names Julie Garella San Francisco Chairwoman

Tiger 21 (The Investment Group for Enhanced Results in the 21st Century) announced recently that Julie Garella has joined the organization as chairwoman of its San Francisco group.

Garella is the founder and managing director of Grayhorse Capital Partners. Before forming Grayhorse, she was a senior vice president and director of Citigroup Global Market’s capital strategies division. With more than 25 years of experience in financial services, she began at Smith Barney Harris Upham. Later she helped start the corporate services group for Interstate/Johnson Lane (now Wachovia). In 1997, she co-founded Carnegie Capital Advisors; she also co-founded Fairview Capital Venture, and together with Hugh McColl, former Bank of America chairman, founded McColl Garella.

Eagle Asset Management Hires 4 in Vermont

Eagle Asset Management announced that portfolio managers Charles Schwartz, Betsy Pecor, Matthew McGeary and Matthew Spitznagle, all based in Vermont, have joined the firm.

Portfolio co-manager Schwartz brings to the firm 21 years of experience as a portfolio manager and analyst. Portfolio co-manager Pecor’s experience spans 15 years of portfolio manager and analyst experience. McGeary, also a portfolio co-manager, brings 13 years of investment experience as portfolio co-manager and analyst. Senior research analyst Spitznagle comes to the firm with 16 years of investment-related experience.

Citi Private Bank Welcomes Steven Young

Citi Private Bank announced recently that Steven Young will join the firm in October as managing director and ultrahigh-net-worth private banker. He will be based in New York and will report to Charles Merrill, New York metro region executive.

Young joins from Deutsche Bank in New York, where he had been a managing director and senior private banker since 2006. Prior to that, he was a managing director and senior banker at J.P. Morgan Private Bank, and held a number of roles there between 2001 and 2006. Between 1997 and 2001, he worked for Chase Manhattan Bank in New York as a vice president and private banker in the firm’s entrepreneurs group. Previously, he held roles at Bank of America in Seattle; Seafirst Bank (which became a wholly owned subsidiary of Bank of America in 1983) in Seattle and London; and Arthur Andersen & Co. in Seattle, Chicago and San Jose. Mazur, Rutherford Confirmed at Treasury Dept.

The U.S. Department of the Treasury announced that Mark Mazur was confirmed by the U.S. Senate to serve as assistant secretary for tax policy, and Matthew Rutherford was confirmed to serve as assistant secretary for financial markets.

In his new role, Mazur will be responsible for developing, analyzing and coordinating Treasury’s and the administration’s agenda, policies and guidance on tax issues. Since 2009, he has served as deputy assistant secretary for tax analysis. Prior to joining the Office of Tax Policy, Mazur spent eight years working for the IRS, where he was the director of research, analysis and statistics. He has spent 23 years working for the federal government, including positions at the Congressional Joint Committee on Taxation, the President’s Council of Economic Advisors and the National Economic Council under President Clinton, and the Department of Energy.

In Rutherford’s new role, he will advise the secretary on broad matters of domestic finance; financial markets; federal, state and local finance; and federal government lending policies and will be responsible for Treasury’s management of the public debt. Since 2009,Rutherford has served as deputy assistant secretary for federal finance. Prior to joining the Office of Financial Markets, he helped to establish Treasury’s markets room while on assignment from the Federal Reserve Bank of New York (FRBNY). In addition, he served in various other positions at the FRBNY, including debt management advisor to Treasury, analyst in the Treasury market policy staff, and analyst in the cross-market monitoring staff.

Buffalo Funds Welcomes Tony DeMarino

Buffalo Funds announced that Tony DeMarino has joined as head of global distribution.

Sales representatives will also be added the Intermediary channel in the Midwest and eastern regions. The western U.S.will continue to be handled by Ned Meloni, and Dwight Twillman will continue in his role of sales consultant for institutional/pension plan investors.


© 2023 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.