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.
Shahda leads external sales efforts in the southeast region, encompassing Kentucky, Tennessee, Mississippi, Alabama and Georgia. He comes from Hartford Mutual Funds, where he was an advisor consultant since 2005, working in the DC, Virginia and Maryland area and later in Georgia and South Carolina.
Antonovich oversees sales in the midwest, covering Minnesota, Wisconsin, Iowa and the Dakotas. Earlier he had been an advisor consultant since 2005 for Hartford Mutual Funds, where he served independent, bank, and regional firms in Minnesota. He previously served as regional director for Walls Fargo Funds for six years.
In addition, Highland has also relocated and expanded its internal sales team to its home office in Dallas, adding seven new members to the team led by Justin O’Brien, formerly of Fidelity. His team comes from leading financial services firms, including Hartford Funds, Merrill Lynch, and Invesco.
Collins Capital Appoints New Director to Team
Collins Capital announced that it has appointed Casey Wamsley as director. In his role, he will focus on both the mutual fund and limited partnership sides, and will work very closely with Dorothy Weaver, cofounder, CEO and CIO of the firm.
Wamsley has more than 18 years of experience in the financial markets. He most recently served as founder and president of Phoenician Capital, where he specialized in alternative investment consulting to RIA firms and institutional clients. He also has previously held prominent positions at investment consulting and advisory firms including Schwab Institutional.
Dan Cupertino Joins Frontier Asset Management
Frontier Asset Management announced that Dan Cupertino has joined the firm as vice president, regional director. His primary responsibility will be to cultivate new business relationships with financial advisors for the firm and provide service to existing clients. He will work with advisors in the east.
Cupertino has worked in the financial services industry since 1998, and began his career managing relationships with retirement benefits clients for Northern Trust Retirement Consulting, which later became Hewitt Associates. Most recently he was a regional vice president for Wells Real Estate Funds, where he was responsible for raising capital through financial representatives of selling broker-dealers.
Arney Joins Envision Business Consulting; Bolin Promoted
Alan Arney has been hired as a director by enVision Business Consulting, and Kelly Bolin has been promoted to vice president, client partner. As a director, Arney is involved with developing the firm’s business strategy. Bolin now serves on the firm’s executive team, managing current client relationships and creating new ones.
Arney is a 25-year veteran of the consulting and corporate management world, delivering consulting projects on four continents for Accenture.
Bolin joined in 2010 as organization and human performance leader. Previously he held leadership positions with PricewaterhouseCoopers, Mercer Human Resource Consulting, North Highland Worldwide Consulting and Ernst & Young Management Consulting.
Saybrus Partners Announces Two New Hires
Saybrus Partners announced Tuesday that D. Steve Shirley has joined the company as managing director, national accounts, and Geoffrey Ward has joined as managing director, business development. Shirley will be responsible for managing key account relationships, helping drive successful sales execution and identifying and securing new institutional partnership opportunities. Ward will be responsible for identifying new distribution channel opportunities for middle market product offerings.
With a career that spans over 30 years, Shirley was previously national accounts vice president for institutional accounts, John Hancock Life Insurance Co., and held senior sales management positions at Merrill Lynch.
Ward, previously national director for MetLife, held senior sales positions at Travelers Life and Annuity. He brings nearly three decades of experience working with registered representatives, investment advisors and independent agents, and has a substantial background in estate, business continuation and retirement planning, as well as ERISA plans including defined contribution plans.
Scott Schuetz Joins Phoenix Cos.
The Phoenix Cos. announced that Scott Schuetz has joined as vice president, growth delivery and operations. In this role, he will be responsible for quality and efficiency of operations for all actively sold lines of business from submission through claims. In addition, he will be responsible for bringing new products to market and improving processes and technology to meet distributor needs cost effectively.
Schuetz was previously senior vice president, life and annuity operations and services, Aviva Life & Annuity Co., and held senior positions at Wells Fargo Bank and Citigroup. He began his career in business development, sales and marketing at Procter & Gamble.
Cecilia Loftus Joins Prairie Capital Advisors’ New Philadelphia Office
Prairie Capital Advisors announced that it has hired Cecilia Loftus as vice president, based in its new Philadelphia office. There she will head up a variety of business development and growth initiatives centered on new and mature ESOP opportunities.
Prior to joining, Loftus was vice president and shareholder at ESOP Economics, Inc., where she was focused on issues involving repurchase obligation planning. She was also responsible for business development, project management and training junior staff members. Earlier, she was a retirement plan consultant for The Standard (Formerly Investmart, Inc.) where she consulted clients on a wide array of planning issues related to all types of qualified retirement plans.
Read the July 10 New Hire Roundup at AdvisorOne.