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February 19, 2015 at 04:18 AM
This week in personnel announcements and new hires, Russell Investments welcomed Alexandre Martin and Richard Palmer; CircleBlack named Bill Bartzak and Michael Castellano to its board; U.S. Trust announced several additions; David Beutel and Christopher Huntley joined the Mather Group; and Mike Sgobba became a partner at C&D llp.
Also, Steven Shackelford joined Aspire; Jeffrey Krupnick joined LCM Capital Advisors; Lebenthal welcomed Michael Jamison; Securities America announced several promotions; and Genworth announced the formation of an advisory council on long-term care.
Securities America Announces Promotions
Securities America has announced seven officer promotions. Kevin Miller has been promoted to EVP, general counsel; Gregg Johnson has been promoted to EVP, branch office development and acquisitions; Lori Bogatz has been promoted to first VP, operations; Dawn Gore has been promoted to first VP, enterprise project management; Kurt McDonald has been promoted to first VP, operations; Andrew Price has been promoted to first VP, IS operations; and Jeremy Robson has been promoted to first VP, advisory services.
Miller joined Securities America in 2000 as a compliance examiner and has held many roles throughout his tenure, including assistant general counsel and chief compliance officer.
Johnson began his career at Securities America in 2006 as VP of branch office development and has been in his current position as SVP since 2009.
Bogatz joined in 1997 as a rep relations specialist and has held many roles, including in cashiering, account services, as a team leader, as a manager and as director in operations. She has been in her current position as director of account services since 2009.
Gore joined in 1996, and has held a range of positions including advisory ops assistant, advisory liaison, operations analyst, process consultant and business project manager. She has been the director of enterprise project management since 2010.
McDonald joined in 2006 as margin team leader in operations. In 2007, he moved to operations manager, margin/trading/asset transfer, then later that year to director, margin and asset transfer. He has held the position of director of account management since 2009.
Price joined in 2005 as senior database administrator. He became lead architect/lead system engineer in 2008, and manager, architect/systems engineering in 2009. He has been in his current position as director of IS operations since 2011.
Robson joined in 2000 and has held roles in performance reporting and advisory services. He has been in his current role of director of advisory services since 2010.
Martin, Palmer Join Russell Investments
Russell Investments has announced the addition of Alexandre Martin and Richard Palmer to its global transition management team as addition implementation portfolio managers.
Martin joins the transition team in London from Société Générale, where he was responsible for managing complex multiasset trades. Palmer joins the Sydney transition team, bringing similar experience, having previously worked as an arbitrage/multistrategy trader at the Macquarie/Nedbank joint venture, followed by various consultant roles.
CircleBlack Names Two to Board
Financial data aggregation firm CircleBlack has appointed Bill Bartzak and Michael Castellano to its board of directors.
Castellano, with extensive executive-level experience in the financial services and wealth management industries, was formerly chief financial officer and managing director of Lazard. Prior to that, he held various senior management positions at Merrill Lynch & Co. from August 1991 to August 2001. Earlier, he was a partner with Deloitte & Touche and spent 24 years at the firm.
Bartzak is currently a member of the senior leadership team at ABILITY Network, a health care workflow services company. Earlier he was the founder and chief executive officer of MD Online, before its acquisition by ABILITY.
U.S. Trust Adds Eight
U.S. Trust announced eight January additions to its offices in different states to provide wealth management services.
