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: