This week in personnel announcements and new hires, Walt Czaicki was named CIO of Curian Capital; the SEC brought in Stephanie Avakian as deputy director of enforcement; Brian Donovan went to Mercer; C&A Consulting welcomed Danielle Crimmins; and Adam Phillips joined EP Wealth Advisors.
Also, Tony Miles was named a trustee of the Investor Protection Trust (IPT); Frank O’Connor joined the Insured Retirement Institute (IRI); J.D. Power added Mike Foy; T. Rowe Price announced a coming transition in portfolio management; and Ken Carraro joined the Private Client Reserve of U.S. Bank in Portland, Ore.
Curian Capital Names Czaicki CIO
Curian Capital LLC has announced that Walt Czaicki has been named senior vice president of the asset management group (AMG) and chief investment officer for the company. He will remain in Denver and report to Michael Bell, president and chief executive officer.
Czaicki, with more than 25 years of investment management experience, previously served as a senior portfolio manager with AllianceBernstein. From 2005 to 2007, he was vice president and director of portfolio management at Curian. He rejoined Curian in 2011 and served as vice president of platform management for the AMG.
Avakian Joins SEC as Deputy Director of Enforcement
The SEC has announced that Stephanie Avakian has been named deputy director of its division of enforcement. The appointment is effective in late June.
Avakian joins from the law firm of Wilmer Cutler Pickering Hale and Dorr LLP, where she is a partner in the New York office and a vice chair of the firm’s securities practice. She previously worked in the SEC’s enforcement division as a branch chief in the New York regional office, and later served as a counsel to SEC Commissioner Paul Carey.
Mercer Welcomes Donovan
Mercer has announced that Brian Donovan has joined as global product leader in its investments business. He is based in Boston and will report jointly to Phil de Cristo, president, investments and Sujata Mutalik, global CFO, investments.
Donovan brings more than 30 years of investment related experience to this position. Most recently, he served as vice president, investment product development at Pyramis Global Advisors, a Fidelity Investments company. He has also held several prior leadership positions with Fidelity.
Crimmins Goes to C&A Consulting
C&A Consulting LLC has announced that Danielle Crimmins has been hired as director of the firm’s new family office consulting services practice.
Crimmins’s prior experience includes leading multiple family office software implementations and providing client support for an asset management system.
EP Wealth Advisors Adds Phillips
EP Wealth Advisors has announced that Adam Phillips has joined as senior vice president and investment strategist.
Prior to joining, Phillips spent nine years at City National Bank in Beverly Hills working with high-net-worth individuals, foundations and trusts.