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People Moves

VRS Investment Leader Plans Departure

September 1, 2010 - Virginia Retirement System (VRS) CIO Charles Grant said that he is resigning from the nearly $47.7 billion plan after nearly 15-years of service “due purely to family reasons.” In a Wednesday announcement, Grant revealed that he would ...

Taplin, Canida & Habacht Snags Hackney

September 1, 2010 - In a move that the firm said underscores its ongoing commitment to institutional investors, Ed Hackney has been tapped to fill the role of the first-ever director-institutional sales and consultant relations at investment manager ...

Loomis Carves Out Credit Research Role

September 1, 2010 - Chris Gootkind is the latest addition at Loomis, Sayles & Company, where he has joined the firm’s fixed-income group as the director of credit research and a credit strategist.

SEC Associate Enforcement Director Steps Down

August 31, 2010 - The Securities and Exchange Commission announced Monday that Christopher Conte, associate director in the division of enforcement, will leave his post at the regulator after 18 years. Conte, has carved out a name for himself at ...

The Hartford Raises Mid-Market Plan Profile

August 30, 2010 - In its ongoing effort to expand its middle-market defined contribution and defined benefit business, The Hartford has hired Denise Diana as VP, retirement plans mid-market. Diana was previously VP of business development at ...

JPMorgan Hires Former BlackRock Executive

August 30, 2010 - JPMorgan Chase & Co. has recently recruited Michael O’Brien, a former BlackRock executive to head the company’s institutional sales globally. As part of the firm’s international expansion efforts, O’Brien is set to start in his new position in September...

Mitchell Hartley Hires I-Banking Vet

August 30, 2010 - Jeffrey Bechtel has been named a managing member at investment banking advisory boutique Mitchell Hartley Advisors. He joins the firm, which specializes in global investment management, from Jefferies & Co., where he was a senior VP. At Jefferies ...

Avondale Beefs Up Research

August 27, 2010 - Avondale Partners, an institutional investment bank and wealth management firm, has added two senior analysts to its research department. Peter Heckmann, formerly of investment management firm Blackthorn Investment Group, will ...

Indiana Systems Name New Investment Head

August 27, 2010 - David Cooper has been tapped to oversee the investments for the nearly $22 billion portfolio for the state of Indiana’s teacher and public employee retirement plans, a Friday announcement said. Previously, Cooper served as deputy ...

Scout Investment Advisors Adds Lubchenco

August 26, 2010 - Scout Investment Advisors has appointed David Lubchenco, a 15-year investment management veteran, to be its new executive VP of sales, marketing and client services. Lubchenco joins the UMB Finanical Corporation ...

Lazard Veteran Joins Macquarie

August 25, 2010 - Eric Hanson, a 27-year Lazard veteran, has been added to help prop up and expand corporate advisory capabilities for Macqaurie Capital Advisors’ Financial Institutions Group (FIG), the firm said Tuesday. In the announcement ...

Harris Hires for Institutional Government Group

August 25, 2010 - Chicago-based Harris has added muscle to its institutional market government banking team with the additions of Mark Mitrovich and Katie Aeschliman to fill the VP and senior relations manager roles, respectively. John Mattern, senior VP of institutional markets ...

Glovista Secures Figueroa For Equity Risk and Wealth Management

August 25, 2010 - Glovista Investments, an emerging markets investment management firm, has added Bank of America Merrill Lynch veteran Enrique Figueroa as a managing director of wealth management and equity research for the U.S. West Coast ...

Loomis Names Product Manager for Relative Return

August 24, 2010 - Chris Harms has joined the fixed-income group at Loomis, Sayles & Company as a product manager for the relative return team, the Boston-based firm has announced. The relative return team is responsible for the core ...

Wilmington Trust Hires Moody as Head of Risk Management

August 23, 2010 - Wilmington Trust has tapped 25-year financial services veteran Carol Baldwin Moody to lead “the direction and execution of all aspects of risk management,” the firm said Monday. Moody, who is also an attorney, joins the Delaware-based ...