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New Hire Roundup: Fidelity Charitable Names Danforth President

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This week in personnel announcements and new hires, Amy Danforth was named president of Fidelity Charitable; Richard Lawrence became president and CEO of Sargent Bickham Lagudis; Sen. Ron Wyden announced his leadership team for the Senate Committee on Finance; and Millennium Trust announced several new hires.

Also, Ron Carson was named to the board of trustees of the American College of Financial Services; the Withers Consulting Group welcomed David Burleigh; and Newfound Research brought in Andrew Gogerty.

Danforth Succeeds Libbey as President of Fidelity Charitable

Amy Danforth has been named president of Fidelity Charitable. She succeeds Sarah Libbey in the role. Libbey, who has taken a new executive position at Fidelity Investments, will serve in an advisory capacity to Fidelity Charitable through the transition.

Danforth spent more than five years as senior vice president of marketing and program for Fidelity Charitable. She joined Fidelity in 1986 as a sales representative for Fidelity Investments Institutional Services Company. Between 1986 and 2000, she served in increasingly senior positions in several Fidelity companies. She left Fidelity in 2000, and for three years worked for Boston Private Financial Holdings Co. (BPFH). She returned in 2005 as vice president, board operations, for Fidelity Management & Research Co. (FMRCo), and held this position until 2008.

Sargent Bickham Lagudis Names Lawrence President, CEO

Sargent Bickham Lagudis LLC has hired Richard Lawrence as president and CEO. Lawrence succeeds Brad Bickham, who will become chief investment officer and chairman.

Lawrence was most recently president and CEO of the University of Colorado Foundation, where he also served as chief operating officer. Prior to that, Lawrence had a 30-year career in banking at Vectra Bank and Bank One that included senior management positions in finance, operations, and retail bank management.

Sen. Wyden Names Leadership, Communications Teams

New Senate Finance Committee Chairman Ron Wyden, D-Ore., has announced his leadership and communications teams.

On the leadership team:

Joshua Sheinkman, staff director, comes from the Energy and Natural Resources Committee, where he held the same position. A longtime Wyden aide, Sheinkman has led the senator’s legislative efforts on a wide range of issues.

Jocelyn Moore, deputy staff director, comes from Wyden’s personal office, where she served as deputy chief of staff and policy director. She is a 13-year veteran of the U.S. Senate and Finance Committee issues, most recently working as legislative director for Sen. Jay Rockefeller, D-W.Va., and previously as health, immigration and housing policy advisor to Sen. Bob Graham, D-Fla.

Mike Evans, chief counsel, was previously a partner in the K&L Gates law firm. Before that, he worked in the Senate for almost 20 years, including a previous stint as chief counsel to the Finance Committee and as Democratic chief counsel to the Senate Committee on Environment and Public Works.

David Berick, chief investigator, held that position for Wyden on the Senate Energy and Natural Resources Committee. He previously was an investigator on the House Government Operations and the Senate Homeland Security and Governmental Affairs committees and also held senior positions on Wyden’s personal staff and at the U.S. Department of Energy.

Elizabeth Jurinka, chief health policy advisor, comes from Wyden’s personal office, where she served as his senior health policy adviser for three years. She began her career on Capitol Hill with Rep. Steny Hoyer, D-Md., followed by five years with Rep. Melissa Bean, D-Ill.

Laura Berntsen, senior human services advisor, also comes from Wyden’s personal office, where she has served as his domestic policy advisor since 2011. Prior to joining Wyden’s staff, Berntsen spent five years working in the House for Rep. Jim McDermott, D-Wash.

Todd Metcalf, chief tax counsel, held the same post in Wyden’s personal office. Metcalf spent nine years in various senior roles in the House, including House floor director and counsel to the majority whip, Rep. James Clyburn, D-S.C., and followed his tenure in the House with a year as the deputy director for the Department of Labor’s Office of Recovery.

Jayme White, chief advisor for international competitiveness and innovation, joined Wyden’s staff in 2009, where he served as legislative director and top advisor on international trade and technology issues. Prior to that, White spent nine years in the House working for McDermott.

Sarah Bittleman, legislative director and finance committee chief counsel for energy, natural resources and agriculture, comes from the Environmental Protection Agency, where she served as agriculture counselor to the administrator. Bittleman has also worked as senior adviser to Agriculture Secretary Tom Vilsack, and in a number of senior posts on Capitol Hill, including natural resources counsel for Wyden.

On the communications team:

Tom Caiazza will serve as spokesman with a focus on intelligence, technology/internet, defense and transportation. Caiazza has worked for Wyden for more than five years on a similar range of issues that also included taxes and trade. Prior to working on Capitol Hill, he worked as a reporter and editor in New Jersey.

Keith Chu will be spokesman with a focus on energy, natural resources and trade. He was previously spokesman for Wyden on the Senate Energy and Natural Resources Committee. He worked as a reporter inOregonandWashington,D.C., for nearly a decade.

Lindsey Held is spokeswoman with a focus on tax and investigations. She previously supported the Senate Finance Committee under former Chairman Max Baucus. Before joining the Senate, Held worked as vice president for global corporate affairs at SAP.

Ken Willis is spokesman with a focus on health and domestic policy. He was previously spokesman for the same issues in Wyden’s personal office. He has been working on Capitol Hill for nearly a decade as spokesman for the Senate Special Committee onAging,U.S.Rep. G.K. Butterfield, D-N.C., and U.S. Rep. Marty Meehan, D-Mass.

Rebecca Steele is digital director. She has worked for Wyden for two years. She also previously served as digital coordinator on the Democratic press staff for the Senate Energy and Natural Resources Committee.

Millennium Trust Makes Hires

Millennium Trust Co. has announced a number of key hires in its alternative solutions and rollover solutions groups.

David Braga, vice president, alternative solutions group, is responsible for relationship management for the western region, with an emphasis on further developing existing relationships. He brings 15 years of experience in financial management, compliance and business development.

Chris Boyce, vice president, alternative solutions group, is responsible for relationship management in the midwest region. With over 17 years of experience in the financial services industry, he will focus on enhancing existing relationships, as well as new business development.

Mark Koeppen, vice president, rollover solutions group, will focus on corporate and government automatic rollover solutions. He has over 20 years of financial industry experience in sales and administrative management at the national and multistate level.

David Turner, vice president, rollover solutions group, will focus on sales and business development with TPAs, recordkeepers, financial advisors, employee benefit attorneys and other intermediaries. A career retirement plan professional, he brings 25 years of industry experience in the areas of ERISA compliance, consulting, investment management sales, and participant education.

Carson Named to Board of Trustees for American College of Financial Services

Ron Carson has been named to the American College for Financial Services board of trustees.

The founder and CEO of Carson Wealth Management Group, Peak Advisor Alliance and Carson Institutional Alliance, Carson will join the group for a three-year term.

Withers Consulting Group Appoints Burleigh

The Withers Consulting Group has added David Burleigh as a consultant based in Cincinnati.

A qualified lawyer, Burleigh brings nearly 20 years of experience advising families and their enterprises. He has worked in succession planning and strategic business planning, represented numerous families and family businesses in dispute resolution, and assisted families in relation to their philanthropic activities. He will continue his legal practice while also serving a separate group of consulting clients.

Newfound Research Welcomes Gogerty

Newfound Research LLC has announced that Andrew Gogerty will join the firm as vice president of investment strategies. In this new position, he will serve as a conduit for the firm’s investment team and the business development, sales and marketing teams, focusing on research, product development, thought leadership and education.

Gogerty joins from Morningstar, Inc., where he established the research framework for ETF managed portfolios and coverage of this space.


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