River Road Hires O'Leary As VP, Client Services
March 14, 2011
River Road Asset Management has expanded its business development team with the hiring of Katrina Howard O'Leary as vice president of client services. In this role, she will work with institutional investment consultants and plan sponsors.
She comes to the firm from Opus Capital Management, where she was director of business development and client service. She also worked for New York Life Investment Management.
"Katrina brings more than 11 years of industry experience to her role," said River Road President Andrew Beck. "She is a bright and dynamic individual who reflects both the personality of River Road and our commitment to provide industry-leading support to our clients."
O'Leary is the fifth new associate to join River Road this year. In the past 12 months, the staff has grown from 26 to 34, primarily due to strong sales for its Dividend All-Cap Value and Independent Value investment strategies.
"We are fortunate that we had the capability to invest in our firm throughout the recession," Beck said. "It not only allowed us to attract great talent, but has better positioned the firm to take advantage of the increase in global demand for high-quality U.S. equities."
Maris Joins Janus Capital To Run Worldwide Fund
Janus Capital has hired George Maris as portfolio manager of the Janus Worldwide Fund, reporting to Janus co-CIO Jonathan Coleman. Maris comes to the firm from Northern Trust, where he ran both retail and institutional money.
"During his investment career, George has successfully managed money in a variety of disciplines and experienced a wide range of market conditions," Coleman said. "Given his stock-picking acumen and overall investment philosophy, George will fit in well with the investment culture we have at Janus. He will be a great addition to our already strong global investment team."
At Northern Trust, Maris managed U.S., international and global large-cap core equity strategies. Before joining Northern Trust in 2008, he was with Columbia Management Group for four years, where Maris co-managed U.S. large- and mid-cap core portfolios. From 1999 to 2004, he worked at Putnam Investments as an equity analyst, derivatives strategist and value portfolio manager.
"Joining the highly talented professionals at Janus is an honor," Maris said. "I believe my experience and our shared approach to bottom-up stock picking will add to Janus' strong global platform. Most especially, I look forward to the challenge of generating superior performance for our clients and shareholders."
Eaton Vance Taps Turgeon As VP, Development
Charles G. Turgeon has joined Eaton Vance as vice president, institutional business development. In this role, reporting to Scott P. Ruddick, managing director of institutional, Turgeon is responsible for developing relationships with institutional investors and consultants.
He comes to Eaton Vance from Mellon Capital Management, where he led sales and relationship management for the Midwest territory. Before that, he was first vice president, client executive, for Mellon Analytical Solutions. He began his career at Putnam Investments, serving on the brokerage and client service teams.
"Charles brings extensive relationships and contacts to Eaton Vance from his more than 14 years of experience in the institutional marketplace," Ruddick said. "Hiring him underscores a commitment to growing our institutional business. Our goal is to better serve prospective and existing clients."
Raymond James Adds Two UBS Advisers
Raymond James & Associates has added two financial advisers from UBS with annual production of $850,000 to its Mount Pleasant, S.C., office.
Roy Seay and Carolyn Edwards, who together managed $125 million in client assets, will operate as the Seay/Edwards Group.
Seay joins Raymond James after 11 years as a divisional vice president at UBS. Before that, he spent 15 years as partner and branch manager at J.C. Bradford & Co.
Edwards also spent 11 years at UBS as vice president of investments. She also serves on the board of directors of Citadel Trust, a foundation of the Citadel Military College.
Raymond James & Associates is a wholly owned subsidiary of financial services holding company Raymond James Financial Inc. Raymond James Financial has three primary broker-dealer subsidiaries with more than 5,300 financial advisers in 2,200 locations in the U.S., Canada and internationally.
Benjamin Edwards Hires Wells Fargo Executive
Benjamin F. Edwards & Co. hired Rob Pietroburgo as managing director of investments for its Springfield, Ill., branch.
In his new role, Pietroburgo will work with clients on their financial planning and investments.
Pietroburgo previously worked at A.G. Edwards and its subsequent ownership by Wachovia Securities, and then Wells Fargo Advisors. Pietroburgo, who joined A.G. Edwards in 1987, most recently held senior executive and management positions including director of branches at the St. Louis headquarters. Prior to that, he served as regional manager for the firm's Great Lakes region branches.
Prior to his financial services career, Pietroburgo spent five years in professional baseball playing for the Cleveland Indians and the Seattle Mariners.