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July 17, 2013 at 12:36 PM
This week in new hires, F-Squared Investments named Paul Gamble managing director; Sean Curry and Kimberly Palleon moved up at BMO Global Asset Management; Commonfund welcomed back Paul McKiernan; Prequin added George Segulin to its board; Jennifer Putney went to Prudential Retirement; and Highland Capital grew by 13.
Also, Casey Wamsley joined Collins Capital; Dan Cupertino went to Frontier Asset Management; Envision Business Consulting added Alan Arney and promoted Kelly Bolin; Saybrus Partners welcomed D. Steve Shirley and Geoffrey Ward; Scott Schuetz went to The Phoenix Cos.; and Prairie Capital Advisors welcomed Cecilia Loftus to its Philadelphia office.
F-Squared Names Paul Gamble Managing Director
F-Squared Investments announced the appointment of Paul Gamble as managing director, head of retirement solutions. He will be joining the management committee and play a critical part in guiding the firm’s overall strategy. As president of retirement solutions, he will be responsible for the firm’s full suite of next-generation investment solutions targeted towards the defined contribution and retirement markets, including customized and private-labeled target-date strategies and funds, collective trust funds and subadvisory partnerships in the retirement market.
Gamble has more than 20 years of experience in the retirement industry, most recently serving as executive vice president of distribution and institutional services at Financial Engines, where he spent 13 years. Before joining Financial Engines, he was vice president of institutional retirement sales at Scudder Investments, as well as vice president of institutional retirement sales at Fidelity Investments.
BMO Global Asset Management Advances Curry, Palleon
BMO Global Asset Management announced the expansion of its institutional sales team with the addition of Sean Curry as relationship manager, consultant relations, and of its trust and custody team with the appointment of Kimberly Palleon as manager for trust and custody services. Curry will be based in Chicago, and will provide dedicated relationship management to investment consultants based in the central and eastern U.S., while Palleon will oversee the trust and custody relationship management team.
Curry has more than 13 years of experience in investment and institutional relationship management. He joined in 2005 and has focused on relationship management for asset management clients in the U.S. In addition, he has played a key role in identifying new institutional opportunities with current clients and national consultants. His past experience includes roles with multiple leading financial services companies.
Joining in 1999, Palleon first served as a relationship coordinator on the retirement services relationship management team. In 2005, she became a relationship manager on the newly-established not-for-profit services team. She has over 13 years of experience administering custody, foundation, endowment and master custody relationships and has extensive experience with securities lending.
Paul McKiernan Returns to Commonfund
Commonfund announced Monday that Paul McKiernan has rejoined its institutional sales team as a managing director. He will focus his efforts on cultivating new relationships, as well as renewing previous client relationships in the midwest region, and will work with mission-based nonprofit institutions and pension plans.
McKiernan previously worked at Commonfund from 2007 to 2012, and most recently was director of U.S. institutional and consultant relationship management at QS Investors, where he was responsible for U.S. institutional business development and consultant relations. Earlier, he held institutional business development positions at Deutsche Asset Management from 2000–2006. George Siguler Appointed as Non-Executive Director of Preqin
Preqin announced the appointment of George Siguler as a non-executive director. He joined the board effective July 9.
Siguler is a managing director and founding partner of private equity firm Siguler Guff. He was a founding partner of Harvard Management Co. in the early 1970s; during this time, he also served as associate treasurer of Harvard University. In 1983–1984, he served as chief of staff of the U.S. Department of Health and Human Services in the Reagan administration. Instrumental in founding Commonfund Capital in 1988, he served for many years as one of its directors. He was president of Associated Capital Investors (formerly Bank of America Investment Management Company), serving as CIO from 1985–1991, and was a managing director and head of PaineWebber’s private equity group from 1991 until 1995, when Siguler Guff became independent.
Prudential Retirement Names Putney Head of TRS B2C Marketing Strategy
Prudential Retirement, a business unit of Prudential Financial, has named Jennifer Putney vice president and head of its total retirement solutions (TRS) B2C marketing strategy. In her new role, she will be responsible for the overall marketing strategy and execution for TRS’s participant and retiree programs.
Putney joins from Transamerica/Diversified Investment Advisors, where she ran participant communications and strategy for the last four years. Prior to that, she worked in the retirement services division at Pentegra and led Guardian’s marketing area for their group pension business. She also has earlier history with Prudential, building out the marketing function in Scranton, Penn., in 1993, and overseeing its C&E program team 401(k), 403(b) and 457 plans from 1995-1999.
Highland Capital Adds 13
Highland Capital Management announced Monday that it has hired six regional sales directors in the Pacific Northwest, Florida, North Texas, Long Island, the Midwest and Southeast, and has also expanded its sales team at its Dallas home office.
Anthony Wilson (San Francisco), Derek Andersen (Florida), Kevin Wentworth (Texas), Joseph Kearney (Long Island), Chris Shahda (Atlanta) and Tom Antonovich (Minneapolis) have joined as sales professionals.
Based in San Francisco and covering northern California, Oregon and Washington, Wilson brings two decades of experience as an investment management sales executive. Most recently, he was western division director for Artio Global Management; he previously held similar levels of responsibility at IndexIQ and Turner Investment Partners.
Andersen joins with eight years of experience as a financial adviser and wholesaler, most recently with The Hartford, where he was regional marketing director for south Florida and Puerto Rico. Prior to working in finance, he played professional baseball for the Tampa Bay Rays and coached baseball at the college level.
Wentworth covers North Texas, Austin, Oklahoma and Arkansas. He brings more than 14 years of combined experience in sales, management and service, most recently serving as regional vice president/external wholesaler for Hartford Mutual Funds. Prior to that, he was with JP Morgan Asset Management for 10 years.
Kearney has 16 years combined experience in sales and financial consulting. Most recently, he served as regional wholesaler/assistant vice president for AllianceBernstein. He held similar positions with Prudential Investments and First Investors Corporation, serving as an internal sales consultant for Prudential for four years and financial consultant for First Investors for three years.
