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

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

Rating:Follow the Fundsters - March 7, 2017   Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, March 7, 2017

Follow the Fundsters - March 7, 2017

Reported by Marisa Santella

Company: U.S. Federal Government

New Appointment: Shahira Knight

Shahira Knight, ex-exec at Fidelity Investments was appointed special assistant to the President for tax and retirement policy. Other than Fidelity, Knight previously served on the Ways and Means Committee in the U.S. House of Representatives.

***


Company: Gabelli Dividend Growth Fund

Justin Bergner
Gabelli Asset Management
Senior Analyst
Appointments: Robert D. Leininger, Justin L. Bergner

Robert Leininger CFA, and Justin Bergner CFA were appointed to the investment team at Gabelli Dividend Growth Fund, effective on March 1, 2017. Both appointees were already employed at Gabelli, serving in different positions.

***


Company: Shelton Capital Management

New Appointments: William H. Barnes, Becca Wood

William Barnes CFA joined Shelton as director, advisor services overseeing the Western United States. Previously, Barnes held positions at various firms including Neuberger Berman, Janus, and AXA Rosenberg. Becca Wood joined Shelton as marketing director. Previously, she was employed at Dish Network.

***


Company: Fiduciary Trust Company

New Appointments: Richard Olney, Peter Whitlock

Richard Olney and Peter Whitlock both joined Fiduciary as vice presidents and investment officers. Previously, Olney worked at U.S. Trust, serving as trust officer. Whitlock previously served as partner, head of institutional business at Century Capital Management.

***


Company: River Road Asset Management

New Appointment: Matthew J. Wyatt

Matthew Wyatt was hired at River Road as an associate equity research analyst. Previously, Wyatt was employed at Avondale Partners serving as an associate within the equity research group.

***


Company: Jensen Investment Management

Retiree: Robert Zagunis

Jensen Investment Management announced that a portfolio manager and member of the Jensen Funds' investment team, Robert Zagunis, is to retire on February 28, 2018 at the age of 63.

***


Company: BlackRock Funds

New Appointments: Alastair Bishop, Kyle G. McClements, Christopher M. Accettella

BlackRock announced changes to its Utility and Infrastructure Trust portfolio management team, effective March 15, 2017. Alastair Bishop, director, is responsible for the energy and new energy sectors under the Natural Resources Team at BlackRock. Prior to joining BlackRock in 2010, Bishop was employed at Piper Jaffray. Kyle G. McClements, CFA, managing director, is a senior trader, and is a member of the Fundamental Equity platform within BlackRock's Portfolio Management Group. McClements has been employed at BlackRock since 2004. Christopher M. Accettella, director, is a trader who is also a member of the Fundamental Equity platform within BlackRock's Portfolio Management Group. Accettella was employed at BlackRock since 2005.

***


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: Q4Q3Q2Q1
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


  1. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  2. IDC webinar - A Primer on Digital Assets, Tokenization, and Distributed Ledger Technology, September 3
  3. WE U.S. - Women in Finance brunch at Dallas Securities Traders Association conference, September 4
  4. FutureProof Festival, Sep 7-10
  5. WE SoCal - Welcome Mixer at FutureProof, September 8
  6. WE US - ICI conference luncheon, September 8
  7. ICI ETF Conference, Sep 8-10
  8. WE Chicago - Unstoppable: A Journey of Resilience and Redefining Limits, September 9
  9. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  10. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  11. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  12. WE San Francisco - Annual Networking Event, September 11
  13. 2025 MMI Institutional Forum, September 11
  14. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  15. IMEA Content Management Roundtable, September 16
  16. IMEA 2025 Star Awards Celebration, September 16
  17. IMEA Marketing Summit, Sep 16-17
  18. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  19. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  20. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  21. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  22. IMEA Portfolio Construction Roundtable, September 24
  23. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  24. IMEA Models Roundtable, September 25
  25. Expect Miracles Atlantic Coast Classic 2025, September 29
  26. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29




©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