Close Close

Practice Management > Building Your Business

New Hire Roundup: Killgoar to Head Strategy, Consulting at Raymond James' FID

Your article was successfully shared with the contacts you provided.

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.

More on this topic

Wilmington Trust Names Berg

Wilmington Trust has announced that it has named Fredrik Berg vice president of sales for its global capital markets team in Europe. He is based in the London office.

Berg joined in 2014 as a relationship manager for loan agency services clients across Europe. Previously, he was a loan agency relationship manager with the Royal Bank of Scotland, based in Singapore.

Poon Joins CTC|MyCFO

CTC|MyCFO has announced that Susanna Poon has been named director of philanthropy services.

Poon has nine years of estate planning experience, most recently as a practicing attorney with the law firm Hanson Bridgett LLP in San Francisco where she specialized in estate and philanthropic planning.

Herwig Elected at New York Life

New York Life has announced that Julie Herwig has been elected a senior vice president in its office of governmental affairs.

Herwig joined in 2006 as assistant vice president, legislative affairs, in the Washington, D.C. office. Earlier she worked as trade counsel for the Ways and Means Committee of the U.S. House of Representatives. She also previously worked for a member of the Ways and Means Committee, a member of the Senate and as an attorney at Hogan & Hartson LLP (now Hogan Lovells LLP).

Callahan, DeCamillo Named to Board

The LIMRA LOMA Secure Retirement Institute has announced that Kent Callahan and Aimee DeCamillo have been elected to its board of directors. Callahan will be the next chairman and DeCamillo will be vice chair.

With more than 30 years of industry experience, Callahan is a member of the Transamerica U.S. management board and serves as president and CEO of the investments and retirement division.

DeCamillo is vice president and head of T. Rowe Price Retirement Plan Services, Inc.

Pitcairn Adds Busser

Family office Pitcairn has announced that Andrew Busser has joined the firm’s relationship management team as managing director. He is based in New York and reports to Rebecca Meyer, managing director of client strategy.

With more than 25 years of experience as an advisor, investment manager and strategy consultant, Busser was most recently a partner at Symphony Capital. Prior to that, he co-founded Wilkerson Partners, a management consulting and advisory firm, and served as a management consultant at the Wilkerson Group/IBM Healthcare Consulting. He began his career at the DuPont Merck Pharmaceutical Co.

Read the Apr. 23 New Hire Roundup at ThinkAdvisor.