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August 22, 2012 at 08:07 AM
This week in new hires, Robert Murphy was named chief investment officer of Hatteras Alternative Mutual Funds; Steven Lofquist went to JHS Capital Advisors; Franklin Square welcomed Mike Gerber; and John Brown went to Intech.
Also, Altegris welcomed Edgardo Goldaracena, Jennifer Shasky Calvery joined the Treasury Department, John Welch joined CLS Investments, and John Murphy went to NAMIC.
Hatteras Funds Names Robert Murphy CIO of Hatteras Alternative Mutual Funds
Hatteras Funds announced Monday that Robert Murphy has been promoted to CIO of the Hatteras Alternative Mutual Funds. In this role he is responsible for leadership and strategic direction of the investment team, in addition to his continued role as director of risk management. He continues to serve as co-portfolio manager of the Hatteras Alternative Mutual Funds alongside Mike Hennen.
Prior to joining Hatteras in 2009, Murphy was with Ivy Asset Management Corp., a division of BNY Mellon Asset Management, where he served as a managing director in the investments group and in the investment products and strategy group. He was also previously a partner and director of risk management at Meridian Capital Partners and held senior fixed-income investment banking positions with A.G. Edwards; Cowen & Co.; Donaldson, Lufkin & Jenrette; and Bear Stearns & Co.
JHS Capital Advisors Adds Steven Lofquist in Kansas Office
JHS Capital Advisors has appointed Steven R. Lofquist as a first vice president, financial advisor. He is based in the company’s office in Leawood,Kan., and manages $40 million in client assets.
Lofquist, a 26-year veteran of the financial services industry, joins JHS from RBC Wealth Management, where he spent three years as a vice president. During his tenure at RBC, he was selected to join the firm’s consulting group. He previously worked at Smith Barney for 23 years.
Franklin Square Welcomes Mike Gerber
Franklin Square Capital Advisors announced Monday that it has hired Mike Gerber as senior vice president of public affairs, strategy and product administration. In this role, he will lead the firm’s government and regulatory affairs group. Gerber previously served on the board of directors for the firm’s third fund.
Since 2004, he has served as a Democratic member of the Pennsylvania House of Representatives and, since 2007, as a trustee of Pennsylvania’s State Employees’ Retirement System (SERS). He will step down from both posts in November, and is also leaving Drinker Biddle & Reath. Gerber formerly chaired the Pennsylvania House Democratic Campaign Committee and served as treasurer of the Democratic Legislative Campaign Committee, a national political organization that supports House and Senate campaign committees across the country. Prior to serving in elected office, he served as counsel to the transition team of former Gov. Ed Rendell of Pennsylvania.
Intech Adds John Brown as Head of Global Client Development
Intech Investment Management announced Tuesday that it has expanded its executive team with the addition of John Brown, senior vice president, head of global client development. In this newly created role, he will be based in West Palm Beach, Fla., and will lead the firm’s client and consultant relations teams. In addition, he will work closely with its distribution teams.
Prior to joining, Brown spent six years at Hartford Investment Management Co., where he served as a managing director on the sales, marketing and product development team. Before that, he was with Fortis Investments in Boston, where he was an executive vice president and head of customer service and business development for North America. He also spent time as director of sales at Panagora Asset Management in Boston and 11 years with Fidelity Investments in both San Francisco and Boston; there he served in various sales and client development roles including vice president of the Fidelity Management Trust Co. He began his career in 1986 at Aetna Capital Management in both San Francisco and Seattle.
Altegris Adds Edgardo Goldaracena
Altegris Advisors, a division of The Altegris Companies, has added Edgardo Goldaracena to its research and investment group as senior analyst. In this position, his responsibilities will include qualitative and quantitative analyses of alternative investment managers, building new investment manager relationships within the firm’s industry network, writing research reports related to manager due diligence and general alternative investment industry topics, and participating in due-diligence meetings with hedge fund and managed futures investment managers.
