New Hire Roundup: Steve Dunlap to Head Wealth Management at Cetera

BMO Global Asset Management announced the addition of LJ Jhangiani as a director, senior securities lender/trader in its securities lending group. Based in Chicago, Jhangiani will be responsible for the control and coordination of the securities lending trading desk and trading/lending within client portfolios.

With more than 20 years of securities lending exerience, Jhangiani’s previous roles include portfolio manager, chief operating officer and vice president of global securities lending at several leading organizations. Hartford Funds Promotes Brian Garrette, Adds Four

Hartford Funds named Brian Garrette and Michael Tobin divisional sales managers, overseeing the company’s south and west regions, respectively. In addition, the firm added three new advisor consultants. In their new roles, Garrette, based in Boca Raton, Fla., and Tobin, based in San Diego, Calif., are responsible for managing sales staff in their geography, including hiring, coaching, training and mentoring advisor consultants, as well as optimizing sales results and representing Hartford Funds at regional events. They both report to Jeff Reiss, head of retail sales.

Richard Benn, Nathan Fair and James “Mike” Sargent Jr. will serve as advisor consultants in New York and New Jersey, Wisconsin and Texas, respectively. Benn reports to Andrew Shaw, divisional vice president for the Northeast region, and is based in Florham Park, N.J.; Fair, based in Hartland, Wis., and Sargent, based in Dallas, report to Kirt Jones, DVP for the central region.

Garrette joined in 2004. He was promoted from his previous position as advisor consultant in the South Florida region, where he was responsible for financial sales performance and territory management in the wirehouse channel. Before joining, he spent nearly 15 years in business development at independent broker-dealer Investor Capital Corp., earning the title of firm principal.

Tobin brings nearly 25 years of mutual fund experience and joins from LPL Financial Services, where he served as the senior vice president, national sales manager, responsible for sales and marketing of advisory platforms. Prior to that, he served in various sales and distribution roles, including western divisional sales director at Invesco Distributors, previously Morgan Stanley Investment Management. He joined Invesco after six years with AllianceBernstein Investments, where he was the senior vice president, eastern divisional sales manager.

Benn joins after nearly seven years with RS Investments. In his most recent role, he served as regional vice president in northern New Jersey and New York. He joined RS Investments as a senior internal wholesaler from Guardian Investor Services, where he served as an internal wholesaler. Prior to that, he spent most of his career as a trader.

Prior to joining, Fair was regional vice president of national sales for Pioneer Investments. He joined Pioneer following six years with Natixis Global Associates, where he served as senior regional director and was responsible for growing sales as a wholesaler in Wisconsin and Iowa. Prior to that, he was a senior regional sales representative for Guardian Investor Services and spent three years as a personal financial advisor for American Express Financial Services.

Sargent brings more than 22 years of financial services experience, including his most recent role as vice president of Managers Investment Group, where he was responsible for business development within the wirehouse and broker-dealer channels in Texas and Oklahoma. He was previously at Capital Institutional Services, Inc., where he served as vice president of the institutional investment group. Earlier, he spent 10 years with American Beacon Advisors, where he served as vice president, responsible for business development for the American Beacon mutual funds and the American Private Equity Partners Limited Partnership.

Rosetta Packer Joins Ballard Spahr

Rosetta Packer has joined Ballard Spahr as a partner in the Philadelphia office. Packer focuses on complex commercial and real estate workouts and related state and federal litigation. She advises a range of leading financial institutions in loan restructuring, lender liability prevention and defense, and intercreditor relationships.

Packer has represented secured lenders in major Chapter 11 proceedings and has negotiated and documented complex real estate restructured transactions and asset-based facilities. In addition, she has tried cases in federal and state courts in complex commercial matters and lease finance transactions. Before joining, she was a partner in the Philadelphia office of McCarter & English. At Ballard Spahr, she is a member of the business and finance department and the firm’s bankruptcy, reorganization and capital recovery; transactional finance; and real estate finance and capital markets groups.

Read the June 26 New Hire Roundup at AdvisorOne.