Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Follow the Fundsters - July 18, 2017 Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, July 25, 2017

Follow the Fundsters - July 18, 2017

Reported by Jennifer Qiao


Company: WBI Investments

Appointment: Jeff Koskinen, and Michael Magill

On July 25 WBI revealed that Jeff Koskinen and Michael Magill are joining the regional sales teams at WBI Investments. Koskinen, based in Chicago, joins as regional director of the Midwest, and Magill, based in Boca Raton, joins as regional director of Florida.

Prior to WBI Koskinen was regional director at John Hancock Investments and before that worked at Van Kampen Investments. Magill comes from Crossroads Capital and prior to that worked as director of sales at Janus Capital Group.
***

Company: Northern Trust

Appointment: Shundrawn Thomas, Stephen Potter

On October 1, Stephen Potter, president of Northern Trust Asset Management, will be appointed vice chairman. Shundrawn Thomas, currently head of funds and managed accounts group, will become president.
***

Company: Sadis & Goldberg LLP

Appointment: Richard Shamos

Sadis & Goldberg LLP added Richard Shamos as a member of the firm's financial services group. Prior to Sadis & Goldberg Shamos was director of international legal at AllianceBernstein and before AB was an associate at Schulte, Roth & Zabel LLP in the investment management area.
***

Company: MFEA

Appointment: John Sturiale, Jill Brown, David Master, Jim Cove

On July 20, the Mutual Fund Education Alliance (MFEA) underwent leadership changes to its executive committee and council for distribution, marketing, and product. John Sturiale, head of sales and client relations at Charles Schwab, is the vice president of MFEA's executive committee. Jill Brown, president of Principal Funds Distributor, is chair of MFEA's distribution council. David Master, chief marketing officer at Janus Henderson, is the chair of the MFEA marketing council. Jim Cove, senior VP of investment strategies and management at Natixis, is the chair of the MFEA product council.
***

Company: Fiduciary Trust International

Appointment: Paulina Mejia

On July 19 Paulina Mejia joined Fiduciary Trust Company International, a subsidiary of Franklin Templeton Investments, as regional managing director, head of its New York office, and trust counsel. Mejia will oversee the private wealth business in the Greater New York region and will also work as a member of Fiduciary Trust's operating committee.
***

Company: Nationwide Funds Group

Appointment: Keith Robinette, and Andrew Urban

On June 30, Tom Hickey is retiring from Nationwide Funds. Keith Robinette and Andrews Urban will join Chris Graham, chief investment officer, as co-portfolio managers. Robinette and Urban will report to Graham.

Robinette has worked at Nationwide Investments for five years and joined Nationwide Funds as senior director of asset strategies last month.

Urban joined Nationwide Funds last August as senior director of asset strategies. Prior to Nationwide Urban worked for the Ohio Public Employees Retirement System where he led the hedge fund manager selection and due diligence solutions.

***


Check back as we keep an eye on people moves in the future and see our previous Follow the Fundsters (previously know as People on the Move) column here. For the latest SEC filings and fund launches, explore our Filings For Fundsters (formerly Stork and Reaper) and New Fund Fuss columns. For job opportunities in the industry, explore our The Next Gig column. If you have a fund filing, a mutual fund launch, a product change or a new hire that you would like to announce, please contact the MFWire team at editors@investmentwires.com. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use