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Executive Moves


TrimTabs Investment Adds Conrad Gann To New Asset Management Unit

TrimTabs Investment Research, an independent research service that publishes daily coverage on U.S. stock market liquidity, including mutual funds and exchange traded funds, as well as weekly withheld income and employment tax collections, has appointed Conrad Gann president and COO.

He will be reporting directly to Charles Biderman, founder and CEO of TrimTabs.

Prior to his hire, Gann held senior management positions at Bank of America and Citadel Investment.

"We've hired Conrad to enhance our focus on client services for all of our products," said Biderman. "But the exciting part for me is that he will also manage TrimTabs Asset Management, which is the first time we'll use our liquidity research to provide investment management products to clients."

Phoenix Companies Taps Daniel Lampe To Manage Great Plains Territory

The Phoenix Companies recently announced that Daniel Lampe has been named senior vice president of Phoenix Investment Partners' Great Plains territory.

His main duties will be executing the firm's strategy of targeting new advisors and diversifying distribution channels for its mutual fund and managed account offerings in Wisconsin, Minnesota, North Dakota, South Dakota, Nebraska, Kansas, Iowa and Missouri.

"These are exciting times at Phoenix, and we are attracting very talented people," said Steve Gresham, executive vice president of Phoenix Investment Partners, and vice president of the Phoenix Companies. "We have a broad and varied range of new products that require a high level of knowledge about investments as well as advisors' needs. The Phoenix sales force consist of very dynamic and experienced individuals, and we are very pleased at the caliber of our latest addition."

Prior to joining Phoenix, Lampe worked with the wholesaling team at Prudential Investments.

ICI Appoints Veteran Edward Giltenan To Guide Media Relations Group

The Investment Company Institute has named Edward F. Giltenan its new head of media relations.

Prior to joining the ICI, Giltenan was employed at Citigroup, where he was head of communications for the firm's New York-based Global Investment Management division.

He will report directly to F. Gregory Ahern, the Washington lobbyist's chief public communications officer.

Giltenan's main responsibilities will include serving as a principal public spokesperson for the Institute and managing the media relations team. He will also be responsible for advising the Institute's president and other ICI staff on media matters.

Giltenan began his career in 1981 as a financial reporter for Forbes, in New York. In 1992 he landed a position in financial communications at T. Rowe Price. In 1999 he began working for Citigroup, and stayed there for almost six years.

He attended Marist College, where he earned a Bachelor of Arts in Communications.

Gartmore Expands Small-Cap Unit; Names Jayne Stevlingson Vice President

In an effort to expand its small-cap investment team, Gartmore Global Investments, has named Jayne Stevlingson to the newly created position of vice president/senior portfolio manager.

Stevlingson will report directly to Gartmore's CIO, Young Chin, and will be working hand-in-hand with Senior Portfolio Manager Gil Knight on the U.S.-distributed Gartmore Small Cap Growth Fund and U.K.-based Gartmore Smaller Companies Fund.

"My team is focused on providing investors with high quality, small-capitalization equity investment options," Knight said. "Jayne Stevlingson has not only managed the country's largest small-cap funds but also has built and managed small-cap investment teams. Her depth of experience will be a real plus for Gartmore's small-cap equity team."

Most recently, Stevlingson was at Altura Asset Management in New York, where she was responsible for the management of a hedge fund that employs small to mid-cap equities.

From 1999 until 2003, Stevlingson was vice president/senior portfolio manager at OppenheimerFunds, where she was responsible for the management of the small-cap Oppenheimer Discovery Fund.

The small-cap investment team that Stevlingson joins is made up of approximately 185 investment managers managing more that $80 billion of both individual and institutional assets.

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