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Executive Moves


PIMCO Taps Pickering as SVP, ETF Marketing Chief

PIMCO has hired Natalie Pickering as senior vice president and exchange-traded fund marketing strategist. She was previously with BlackRock/iShares for the past five years in several key roles, including as a principal and senior director of business development, and as an officer responsible for marketing iShares to hedge funds and mutual funds.

Before that, she was director of the client service group in the executive office of Goldman Sachs.

"Natalie has deep experience and knowledge in the ETF space, which will further strengthen PIMCO's ETF business and enhance our ability to deliver value to our clients," said Tammie Arnold, managing director and head of global wealth management for PIMCO.

F-Squared Forms Board to Focus on Retirement

F-Squared Investments has formed the AllWeather Advisory Board, a diverse group of industry professionals who will work to improve state-of-the-art retirement income solutions for investors and funding requirements for pensions, endowments and foundations.

F-Squared noted that for decades, the investment industry has relied on diversification and other modern portfolio theory concepts to manage risk and improve repeatability of annual withdrawal levels. But the two severe bear markets of the past decade have shown that diversification, while not broken, is insufficient to meet the full needs of investors.

"It is not often that a collection of professionals with such powerful resumes and diverse backgrounds comes together," commented George McClelland, co-founder and vice chairman of F-Squared Investments. "This board will hopefully assist in continuing to push thought leadership forward in this very critical investment category by exchanging ideas, concepts and research to advance the art for repeatable, reliable, systematic withdrawal rates."

Members of the board include: Ron Santangelo, managing director of Santangelo Investment Management and Research; Laura Dagan, former CEO and chairman of Dwight Asset Management; Dr. Arthur Laffer, founder and chairman of Laffer Associates; Ron Insana, president and CEO of Insana Capital Holdings and contributor to CNBC; Brad Campbell, counsel at Schiff-Hardin and former Assistant Secretary of Labor for Employee Benefits; Ed D'Alelio, chairman of the investment committee for the University of Massachusetts and former high yield CIO at Putnam Investments; Steve Mitchell, COO and board member of the Retirement Income Industry Association; Jon Holsteen, founder, former CEO and chairman of Chicago Asset Management; Bruce Dafor, CEO of Financial Research Corp.; Arjen Kuyper, president and COO of Navellier & Associates; Matthew Bell, partner with Cross Financial Services Group; Rick Shrier, founder and CEO of Shrier Associates; Kelly Caldwell, CEO of Caldwell Trust; Stephen Gibson, co-founder and managing partner at Boston Strategic and former CEO of Liberty Financial Mutual Funds; Howard Present, co-founder and CEO of F-Squared; and McCelland.

Feldman Becomes Baron's Head of Intermediary Sales

Baron Capital Group has appointed David M. Feldman head of intermediary sales. Feldman is a 23-year veteran of mutual fund and financial product distribution at Columbia Management Distributors and predecessor firms. Most recently, he was Columbia's managing director, head of intermediary sales. He also served as channel manager of the financial institutions division and the financial adviser division.

"David's long history of achievement in mutual fund distribution and his understanding of our unique investment process and culture makes David an excellent addition to our firm," said Linda Martinson, president and chief operating officer of the firm.

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