Wednesday, June 19, 2013
Goldman, Sachs & Co. announced Ian Gilday, former head of EMEA syndicate and leveraged capital markets, as head of origination for collateralized loan obligations (CLOs) in the EMEA region. Gilday has relocated to the securities division, working in fixed income currency and commodities (FICC) credit as part of the move. This is a newly created role and reflects an expected resurgence in CLO activity over the coming months.
Goldman, Sachs & Co. announced Littleton Glover has head of EMEA leveraged finance origination team. Previously, Glover led the team responsible for all leveraged finance transactions in the technology, media and telecommunications (TMT), financial institutions group (FIG), and real estate industry sectors throughout EMEA. -HedgeWorld Daily News
WR Hambrecht and Co., LLC appointed Michael A. Zampardi as chief executive officer. Zampardi was most recently managing director at Virtu Management. -PR Newswire
Janney Montgomery Scott LLC announced Alfred DeRenzis and Scott Ford have joined Janney’s new Westminster, Md. branch office, a satellite of the Baltimore, Md. branch office, as senior vice president/Wealth Management and first vice president/Wealth Management, respectively. DeRenzis and Ford both join Janney from Morgan Stanley, where they spent the past four years. Prior to Morgan Stanley, the team worked with Citigroup from 2006 until 2009. Before that they worked with Legg Mason – DeRenzis for 25 years and Ford for eight years. -Business Wire
StanCorp Equities, Inc., a subsidiary of StanCorp Financial Group, Inc. named Robert Kumming as regional sales director for its East Sales Region. Kumming will lead the current team of retirement plan consultants serving advisors in the Northeast and Mid-Atlantic territories. Most recently, he served as a senior vice president for Reliance Trust Company. -Business Wire
Northern Trust Corporation appointed David Williams as sales director for Wealth Management. With 27 years of experience in the financial services industry, Williams has spent 15 years at Northern Trust. Most recently, Williams was managing director of a Chicago-based team of financial services professionals. He succeeds Brett Rees. -Business Wire
Pillar Capital Holdings, LLC announced Stephen A. Velotti as chief executive officer, effective immediately. Velotti joined Pillar Capital Holding, LLC as portfolio manager on its formation in 2008. He was promoted to chief underwriting officer in June 2009 and chief investment officer in March 2011. -Business Wire
Capital Payments, LLC named Julie Counterman as senior vice president of Business Development and Sales, overseeing the company’s Integrated Software Vendor (ISV), E-Commerce, Inside Sales and Relationship Management teams. Prior to joining Bluefin, Counterman served as the executive vice president of Sales and Marketing at Accelerated Payment Technologies (APT) where she was instrumental in increasing net revenues and EBITDA growth; Accelerated was acquired by Global Payments Inc. in October 2012. -Business Wire
Tuesday, June 18, 2013
Oppenheimer Asset Management Inc. appointed Tim Pynchon as managing director, portfolio manager for High Yield Tax Exempt Funds. Previously, Pynchon served at Pioneer Investment Management. He will be based in Boston office. -Business Wire
Amherst Securities Group, L.P. announced Chris McDowell as a managing director in fixed income trading and sales. As part of his new role, McDowell will be a sales generalist but with a strong emphasis on commercial real estate securitization and structured funding transactions. McDowell joins Amherst from UBS, where he was a managing director for the Securitized Products Group focusing on commercial real estate since 2011. He will be based in Amherst’s New York office. -PR Newswire
Manulife Asset Management announced Robert Chepelsky, CFA, as a managing director and product manager working with its Canadian Fixed Income Investment Team. Chepelsky brings 20 years of investment industry experience to his new role. Most recently, he worked at Morneau Shepell where he spent the past ten years as an Investment Consultant. Chepelsky will be based in Toronto. -Canada News Wire
Carmel Partners, Inc. named David McWhorter as managing partner, head of Investor Relations, and will also serve as a member of the firm’s investment committee. McWhorter has over 30 years of institutional real estate investment experience. He comes to the firm from AEW Capital Management, where he served for over 10 years as a director in Investor Relations. McWhorter was directly responsible for building and maintaining strong client relationships with U.S. institutional investors, including public and corporate pension plans, endowments and foundations. -Business Wire
Cowen Group, Inc. appointed Karen Holthouse as a senior research analyst and director to cover the Restaurant sector of the Equity Research department. Holthouse joins Cowen from Credit Suisse, where she worked in equity research since 2006. -Business Wire
ECC Insurance Brokers, Inc. announced Rob Roth as chief executive officer. Roth will be responsible for the growth and expansion of professional liability products offered nationally through ECC, as well as the consolidation of existing professional liability operations of Peachtree Special Risk Brokers, LLC and Hull & Company, Inc. Roth will oversee ECC professional liability operations in Chicago, Los Angeles, Florida, New York and Dallas, and will continue to be based in Oak Brook, Illinois. Roth has a family background in insurance and after spending years with Philadelphia Insurance Companies as a senior underwriter specializing in D&O, EPL and Miscellaneous Professional Liability; he joined ECC Insurance Brokers, which became part of Brown & Brown in 2005. -Market Wire
Prudential Financial, Inc. announced Lori Dickerson Fouché as president and chief operating officer of Prudential’s Group Insurance business. In this role, Fouché will have overall responsibility for the life, disability and voluntary product offerings, sales and account management, as well as service delivery and marketing. With over 20 years of insurance industry experience, Fouché most recently served as president and CEO of Fireman’s Fund Insurance Company, a subsidiary of Allianz SE. -Business Wire
Fireman’s Fund Insurance Company named Andrew Torrance as president and chief executive officer, he most recently served as CEO of Allianz UK. He succeeds Lori Fouché. -Business Wire
Victor O. Schinnerer & Company, Inc. announced Jonathan M. Zaffino as president. Zaffino will also join the senior leadership team of The Schinnerer Group. He will be responsible for leading the U.S. operations to the next phase of their strategic evolution and growth. -Business Wire
Sallie Mae, Inc. appointed Steven McGarry as senior vice president of corporate finance, effective immediately. In this role, McGarry will assume responsibility for all of the company’s funding activities as well as the management of the corporation’s rating agency relationships and equity and fixed income investor relations. -Business Wire
Monday, June 17, 2013
Muriel Siebert & Co., Siebert Financial Corp. named Joseph M. Ramos, Jr., as chief operating officer, in addition to his current roles. Ramos has been executive vice president, chief financial officer and assistant secretary of the company since February 10, 2003 and chief financial officer of Siebert, Brandford, Shank, & Co., L.L.C. since April 20, 2009. -SEC Form 8k
Invest Detroit appointed Derek Edwards as vice president with a focus on the Urban Retail Loan Fund, designed to provide financial support to neighborhood retail businesses in targeted areas of the greater downtown. With more than 20 years of commercial banking and underwriting experience, Edwards will be engaged in the lending activities of the family of funds managed by Invest Detroit. -Detroit Free Press (Michigan)
Sentry Insurance announced Carol Sanders as executive vice president and chief financial officer. Sanders has more than 20 years of experience in the insurance industry.
Berkshire Hathaway Inc. named Peter Eastwood as the president of a new commercial property casualty insurance group known as Berkshire Hathaway Specialty Insurance. The new subsidiary concentrates on US excess and surplus lines insurance, as this market segment is gradually becoming popular in offering customized services to customers.
Berkshire Hathaway Inc. named David Bresnahan as executive vice president, casualty, health, professional and executive liability, Sanjay Godhwani, as executive vice president, property and programs, and David Fields as executive vice president of underwriting, actuarial, finance and reinsurance.
Weyerhaeuser Co. announced Doyle Simons as president and chief executive officer. Simons will be engaged as CEO Elect effective immediately. Simons was previously chairman and chief executive officer of Temple-Inland from 2008 until February 2012 when it was acquired by International Paper. He replaces Dan Fulton. -PR Newswire
Cushman & Wakefield, Inc. appointed Jack Lin as managing director of the Taipei office. Prior to joining Cushman & Wakefield, Lin was the managing director of Taiwan Sotheby’s International Realty where he set up the luxury residential brokerage business.
Cushman & Wakefield, Inc. appointed Steven Chen as the director of agency. Chen has more than 16 years’ experience in the real estate industry and was previously at Savills.
Jones Lang LaSalle Corporation appointed Richard Bean as a senior surveyor in its office agency team in Leeds.
Jones Lang LaSalle Corporation appointed Ben Burston as head of UK offices research. He joins from DTZ, where he was head of UK research. -Property Week
Friday, June 14, 2013
Morgan Stanley appointed William Creekbaum as a corporate retirement director of the firm’s Reno office. Creekbaum earned the designation after advanced training and examination, focusing exclusively on the corporate retirement plan marketplace.
CastleOak Securities, L.P. announced James Heald as a managing director in Chicago, focused on municipal bond sales. Previously, Heald served as a senior vice president at Cabrera Capital Markets, where he focused on tax exempt institutional sales.
CastleOak Securities, L.P. announced Michael Lorenz as a managing director in Chicago, focused on municipal bond sales. Most recently Lorenz served as a vice president at Cabrera Capital Markets, covering institutional sales.
CastleOak Securities, L.P. announced Christine Guest as a managing director of CastleOak’s Cleveland office, and will focus on municipal bond sales. Previously, Guest served as a senior vice president at Cabrera Capital Markets. -PR Newswire
Eaton Vance Corporation announced Bradley T. Galko, CFA, as a senior research analyst. Galko will be a vice president of Eaton Vance Management and will join the Global Industrial Research Team. Galko comes to the company from Pioneer Investment Management, where he served as a vice president and senior equity analyst covering the capital goods sector. -PR Newswire
Riverstone Holdings LLC appointed James T. Hackett as a partner and will co-head its Houston office. Hackett was previously chief executive officer of Anadarko Petroleum Company, where he served as chairman of the Board of Directors from 2006 to 2013. -PR Newswire
SEI Investments Co. announced Andy Mitchell as managing director, head of Asset Management Distribution for SEI’s Canadian office. Mitchell will be responsible for developing and maintaining strategic relationships with large distribution partners, driving sales and revenue growth with existing and new clients, and managing SEI’s strategic sales plan. Prior to joining SEI, Mitchell was president of Worldsource Financial Management, a leading independent advisor network. -Market Wire
Inscor, Inc. Corporation announced Kenny Andam as chief executive officer. Andam brings a wealth of business experience to Inscor, Inc., having built a host of successful companies from the ground up and with his leadership, each of them seeing success in their industries. Andam started and sits on the board of several companies in the technology sector, entertainment industry and direct selling sectors. He replaces Richard Doerr.
Inscor, Inc. Corporation announced Richard Doerr as COO. Doerr will focus on INSCOR’s insurance strategies and products on marketing namely to municipalities, businesses and affluent clientele including professional athletes and entertainers. -Market Wire
Intracorp Real Estate LLC named Eric Ford as Southern California director of Land Acquisition. In his new position, Ford is responsible for land acquisition activities in all Southern California markets. He will focus on outstanding urban residential and mixed-use opportunities — both for rent and for sale — that encompass high-rise towers and lower-profile, urban-core village projects with retail components, as well as detached-home infill projects in both urban and suburban settings. Prior to joining Intracorp, Ford had been associated with US Real Estate Services (USRES), Emaar International and KB Home. -Market Wire
Cushman & Wakefield, Inc. announced Ian Thompson as a partner in its hotel valuation and advisory team. Thompson was previously at GVA, where he led its hotel valuation team. Prior to that, he worked at Jones Lang LaSalle Hotels.
Thursday, June 13, 2013
Investment Technology Group Inc. announced Maureen O’Hara as director of the company. -SEC Form 8k
Tudor, Pickering, Holt & Co., LLC (TPH) appointed Scott W. Archer as managing director in Investment Banking. Archer will specialize in Midstream and MLPs at the Energy Investment Banking Firm. He joins TPH after 13 years with Bank of America Merrill Lynch’s Global Energy & Power Group. -Business Wire
The Rockefeller Foundation announced Dr. Fred Boltz as managing director and will lead the Foundation’s global work related to ecosystems. Boltz joins The Rockefeller Foundation from Conservation International (CI), where he was most recently their senior vice president for International Policy, serving as the chief officer for global climate change, freshwater and food security, biodiversity and sustainable development policy. -PR Newswire
CBRE Global Investors named Jean Lamothe as head of value-add investments in Europe, the Middle East and Africa. Lamothe’s role will be to provide clients with a new range of investment opportunities across Europe. Lamothe, who has been with CBRE Global Investors since 2010, will continue to be based in London.
CBRE Global Investors named Michael Ness as head of UK, a role which he will combine with his current responsibilities as managing director and head of separate accounts.
JPMorgan Chase & Co. announced Mark Bensabat to lead its middle market banking business in the Southeast, one of the bank’s fastest growing segments in the nation. In this new role, Bensabat will oversee local Chase middle market banking teams who serve Southeast businesses with $20 million to $500 million in annual sales. He will continue to be based in Orlando. -Business Wire
Deutsche Bank AG appointed Karen Short as a director and research analyst covering the Food Retail sector within the Bank’s Markets division. Based in New York, she will cover conventional supermarkets, natural and organic food retailers, convenience stores, distributors and vitamin retailers. Short brings nearly 15 years of experience to the Bank’s clients. Most recently she covered consumer and food retail for four years at BMO Capital Markets and has held positions covering the sector at FBR Capital Markets and SAC Capital Management. -Business Wire
General Electric Capital Corporation announced Keith Sherin as chairman and CEO of GE Capital. He replaces Mike Neal. Business Wire
MSCI Inc. announced Alain Dubois as managing director and head of New Business and Product Development for the MSCI index business. Dubois will join the firm in August and will be based in London. -Business Wire
