Close Close

Practice Management > Building Your Business

New Hire Roundup: INTECH Names Leonardi Head of Consultant Relations

Your article was successfully shared with the contacts you provided.

This week in new hires, Phillip Leonardi was named to head the consultant relations team at INTECH and Steve Schlafman went to RRE Ventures.

Also, Kathleen Brenk and Sue Summers joined Trust Company of America.

INTECH Names Phillip Leonardi Head of Consultant Relations

INTECH Investment Management LLC announced that it had hired Phillip Leonardi, senior managing director. As head of the firm’s consultant relations team, Leonardi will work with the firm’s consultant relations professionals. He will work from the firm’s global headquarters in West Palm Beach, reporting to John Brown, senior vice president, head of global client development.

Prior to joining, Leonardi was head of institutional sales, consultant relations and client service at Hartford Investment Management. Before that, he was a partner at Standish, Ayer & Wood/Standish Mellon Asset Management, where his responsibilities included consultant relations with a focus on quantitative equity. He also spent 10 years at the investment management arm of The Travelers Corporation, where his roles included direct sales and consultant relations, with a focus on quantitative equity and FX products.

RRE Ventures Welcomes Steve Schlafman

New York-based RRE Ventures has announced the addition of Steve Schlafman as a principal. He will be based at the firm’sNew Yorkheadquarters and will be responsible for investments at both the seed and venture stage.

Schlafman brings a wide range of investment experience and will be joining from Lerer Ventures. Prior to Lerer, Schlafman was vice president of business development at Stickybits Inc./ and director of venture investments at the Kraft Group. He also previously held a variety of business development, strategy and corporate finance roles at Massive, Inc. and Microsoft.

Trust Company of America Adds Brenk, Summers

Trust Company of America (TCA) recently announced that it has added Kathleen Brenk and Sue Summers to its team. Brenk, vice president, people and culture, is focused on recruiting and retaining top talent to build competitive teams and position the firm for future growth. Summers holds the title of regional vice president.

Previously, Brenk served as senior manager of business HR at Baxa Corporation, where she helped launch a new performance management system and led the company’s change in management strategy following an acquisition by Baxter Healthcare. She has also held HR positions at EchoStar/DISH Network, the Home Depot, and High Speed Access Corp.

Summers joined with more than 20 years of experience in financial services. Her in-depth industry knowledge includes an extensive background in RIA operations, management and strategy. Before joining, she served as senior business relationship manager at Symetra Financial and chief operating officer at Purcell Advisory Services, LLC. She has also held positions at Portfolio Strategies, Inc. and GNA Corporation.


Check out last week’s New Hire Roundup: Gamble Named Managing Director at F-Squared at ThinkAdvisor.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.