This week in new hires, Cetera Financial Group welcomed Steve Dunlap; Jeff Pawliger was appointed as Janus’ regional director for southern Florida, and PFM Group announced that Susan Musselman, Fred Eoff and Johanna Roodzant have joined with the acquisition of SDM Advisors.
Also, BMO Global Asset Management welcomed LJ Jhangiani, Hartford Funds announced a promotion and several additions, and Rosetta Packer became a partner at Ballard Spahr.
Steve Dunlap Joins Cetera as Head of Wealth Management
Cetera Financial Group announced that Steve Dunlap will join the company as executive vice president, wealth management. He assumes the role from Barnaby Grist, who will be leaving Cetera at the end of the month to focus on his family, and will report to Valerie Brown, CEO.
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Most recently, Dunlap served in a dual role as president and CEO of Lockwood Advisors, which operates as the retail distribution arm of The Bank of New York Mellon, and as president of managed investments at the company’s Pershing unit. Before joining Pershing, he was president of Finetre Corp. His experience spans from managing private equity-funded startup companies to key leadership positions at multibillion-dollar corporations. He spent his early career as an investment executive, giving him insight into the challenges advisors face.
Janus Names Jeff Pawliger as Regional Director for Southern Florida
Janus Capital Group recently announced the appointment of Jeff Pawliger as regional director of Janus’ Advisor Solutions Group in southern Florida.
Pawliger, a 27-year veteran of the financial services industry, previously held positions as a regional and divisional sales manager for Wood Logan & Associates, Citigroup Smith Barney and AXA Distributors.
Susan Musselman, Fred Eoff, Johanna Roodzant Join PFM Group
PFM Group announced that it has acquired Seattle-based SDM Advisors. Susan Musselman, president of SDM Advisors, will join PFM as a director, and her colleagues Fred Eoff and Johanna Roodzant will also join the firm. They will work with PFM professionals already active in the northwest and will continue to serve clients from PFM’s Seattle office, which will now have 10 employees.
SDM Advisors, formed in July 1996 as Susan D. Musselman, has clients in Washington that include counties, cities, utilities, school districts, housing agencies and special-purpose districts. SDM Advisors also serves most of the state’s public universities, is advisor to the office of the state treasurer for its lease purchase program, and is on the financial advisory team for the Washington State Housing Finance Commission.
Collectively, SDM’s professionals represent more than 70 years of experience in banking and public finance, general-purpose municipal finance, public housing development financing, higher education and economic development finance. Musselman has more than 30 years of experience in public finance, primarily in the Northwest. Eoff has 35 years of experience in public finance in the Northwest and nationally.
BMO Global Asset Management Welcomes LJ Jhangiani