February 17, 2012
Key Additions at Northern Trust Alternatives
Northern Trust announced key appointments to the Northern Trust Alternatives Group, building its capabilities in hedge fund and private equity management for institutional and individual clients.
Anthony Zanolla has been named head of portfolio management, Tony Lissuzzo will serve as the director of hedge fund research, Bob DiCarlo has been named chief administrative officer and Aimee Wight will serve as an investor relations consultant for hedge funds. The Alternatives Group also promoted Brad Dorchinecz to director of private equity.
"We see significant interest in the alternative investments space, and the Northern Trust Alternatives Group is growing in order to meet client demand for innovative investment solutions," said Robert Morgan, managing director of the Alternatives Group. As head of the newly created Portfolio Management team, Zanolla will be responsible for portfolio construction and management within the group, working with clients to create customized hedge fund solutions and managing the Alpha, Diversified, and Equity Long/Short funds.
New hire Lissuzzo, a 20-year hedge fund industry veteran, is responsible for the hedge fund research team, portfolio construction and manager evaluation.
DiCarlo is responsible for implementing infrastructure projects and positioning the group for future growth in assets.
Dorchinecz previously served as co-founder of the Private Equity Funds of Funds Group.
In her new role, Wight focuses on investor relations for hedge funds within the Alternatives Group. Her responsibilities include client service and business development.
MMI Appoints Lensing and Ledbury as VPs
The Money Management Institute announced two staff appointments that will enhance MMI's ability to build awareness for the advisory services industry and deliver tools and resources that help its member firms address different marketplace challenges.
Joan Lensing joins MMI as VP of marketing and media relations. She brings 26 years of broad-based marketing and product experience to her new role. She was most recently a director and group marketing manager for Pershing Managed Account Solutions.
Rick Ledbury, CFA, has assumed a newly created position as VP of data services. He will be responsible for delivering reporting and analytic tools that provide member firms with enhanced business intelligence data to drive increased sales and distribution of fee-based products.
"These two new staff members bring deep experience and fresh perspective to complement the established leadership team at MMI," said Christopher L. Davis, president of MMI.
Stephenson and Klaas Join Heartland Marketing
Heartland Advisors, manager of the Heartland family of value-driven mutual funds, hired two new marketing professionals.
"We're thrilled to welcome two exceptional additions to our team. Two thousand eleven was a busy year at Heartland, not only for portfolio managers navigating one of the most difficult markets in memory, but for our distribution team as well," said Dave Ribbens, SVP and head of distribution.
Cam Stephenson was named VP and director of marketing. She will oversee Heartland's marketing strategy and public relations.
Nicole Klaas is Heartland's new e-commerce Strategist. In this role, Klaas will oversee the company's website, electronic communications strategy and digital connections.
Eze Castle Promotes Holden to CFO
Eze Castle Integration announced the promotion of Christopher Holden from the position of SVP of finance to chief financial officer. Holden will oversee all of Eze Castle's worldwide financial operations. His promotion comes as the company continues to grow its revenue streams and expand into new markets around the globe.
"Chris has played a significant role in Eze Castle's success in the past several years, overseeing the financial components of our new offices in London, Geneva, Hong Kong and Singapore," said John Cahaly, CEO and chairman of Eze Castle Integration. "The CFO role is a perfect fit for Chris' many abilities and talents, and I'm confident he'll continue to contribute to the financial health and growth of the company."