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April 30, 2015 at 05:56 AM
This week in personnel announcements and new hires, Tim Killgoar will join Raymond James’ Financial Institutions Division of as VP, director of strategy & consulting; Merrill Lynch welcomed Shawn Gold and Farah Kazmi; Jae Lee joined the TCW Group; Newfleet Asset Management welcomed Edwin Tai; and Fredrik Berg moved up at Wilmington Trust.
Also, Susanna Poon joined CTC|MyCFO; Julie Herwig advanced at New York Life; Kent Callahan and Aimee DeCamillo were elected to the board at the LIMRA LOMA Secure Retirement Institute; and Andrew Busser joined Pitcairn.
Killgoar Joins Raymond James’ Financial Institutions Division
Effective May 11, Tim Killgoar will join Raymond James’ Financial Institutions Division as VP, director of strategy & consulting. In this position, Killgoar will focus on strategic initiatives for both prospective and existing client institutions.
Killgoar currently serves as Raymond James’ director of client experience where, for the past five years, he has focused on several strategic initiatives across the firm as they relate to retail investors including process refinement, channel integration, marketing research, and other factors that help to influence the satisfaction, loyalty and experience of financial advisors’ clients.
Raymond James also announced that Dan Mallard, VP, director of business consulting, will be retiring after nine years with FID and more than 40 years in the investment management and brokerage industries. Mallard joined FID in 2006 as a regional director and has held several key positions on the management team.
From 2008 to 2010, Killgoar worked directly for the firm’s chairman and CEO, Tom James, supporting senior management on strategic and operational initiatives. Prior to joining Raymond James, Killgoar worked at Bank of America where he was an internal consultant on operational and technology integration projects both in the U.S. and overseas. Prior to Bank of America, he spent two years at Andersen LLP in its Charlotte-based national financial services practice where he consulted with leading securities, banking and insurance clients on various management and technology initiatives. Killgoar received his bachelor’s degree in economics from Princeton University and his MBA from the University of Texas.
Mallard will remain in his current role through the end of the year and work closely with Killgoar as he transitions into his new one.
Gold, Kazmi Join Merrill Lynch
Merrill Lynch has announced that Shawn Gold and his team have joined its Princeton, New Jersey advisory office and Farah Kazmi has joined as his client associate. Gold will report to Deborah Shepherd, complex director.
Gold was most recently at J.P. Morgan, where he and his team worked for nearly 13 years. Earlier, he was at Wall Street Discount Corporation.
TCW Group Adds Lee
Asset management firm the TCW Group has announced that Jae Lee has joined as senior vice president in the emerging markets group. He is based in the firm’s Los Angeles headquarters and reports to Penny Foley and Dave Robbins, group managing directors of emerging markers.
Prior to joining, Lee was a director at Standard Chartered Bank in New York. Earlier he held a variety of international positions with Dresdner Kleinwort and Commerzbank in Singapore and with Bank of America Merrill Lynch in New York, Hong Kong and Singapore.
Tai Goes to Newfleet
Newfleet Asset Management has announced the addition of Edwin Tai as senior managing director and senior portfolio manager, distressed credit, a new position.
Tai joins from Third Avenue Management, where he had been since 2010. Prior to that, he was managing director, distressed debt research, at the Seaport Group in New York, and earlier was a director of distressed debt and special situations at Barclays Capital and a senior equity analyst at Credit Suisse. He began his career in the corporate strategy and development division of Lucent Technologies.
