This week in personnel announcements and new hires, Jeff Ptak became Morningstar’s head of global manager research, iCapital Network hired Hannah Shaw Grove, Paul Eitelman joined Russell Investments, and U.S. Trust made several personnel announcements.
Also, Pete Seroka moved up at Forethought, and Wesley Long joined Index Fund Advisors.
Ptak Becomes Head of Morningstar’s Global Manager Research
Jeff Ptak, CFA, assumed Wednesday his role as head of global manager research for Morningstar, replacing Scott Burns, who took on a new role as head of asset management client solutions for Morningstar.
Ptak, who will be overseeing more than 100 manager research analysts around the world who cover approximately 4,200 equity, fixed-income, multi-asset, and alternative funds, has served as president and chief investment officer of Morningstar Investment Services for the past six years.
Before that he was Morningstar’s director of ETF analysis, editor of the Morningstar ETFInvestor newsletter, and an equity analyst. Ptak joined Morningstar in 2002 as a mutual fund analyst.
As head of asset management solutions, Burns leads Morningstar’s global business strategy and solution development for its asset management and buy-side clients. He joined Morningstar in 2004 as a senior equity analyst and has served as an associate director of equity research; director of ETF, closed-end, and alternative fund research; and most recently as head of global manager research.
Long Joins Index Fund Advisors From Wedbush
Index Fund Advisors has announced that Wesley Long has joined as executive vice president, director of wealth advisor services. He will be based in the corporate office in Irvine, California, and report directly to Mark Hebner, president.
With more than 25 years of experience in the private client and financial advisory industries, Long was most recently EVP and head of the private client services division at Wedbush Securities Inc.
iCapital Network Hires Grove
iCapital Network has announced the hire of Hannah Shore Grove as chief marketing officer.