Richard S. Hellmann was named vice president and director of investment consultant relations for Eagle Global Advisors, confirmed partner Steven Russo. It is a new position. Mr. Hellmann is responsible for Eagle's institutional marketing and client servicing. He reports to Mr. Russo and the two other partners, Edward Allen and Thomas Hunt. Eagle Global has $1.1 billion in assets under management. Mr. Hellmann was a partner with asset management firm Breeco Management; no information was available about a replacement.
Dorsey D. Farr was appointed chief economist at Wilmington Trust, replacing Robert Christian, who retired, confirmed spokesman Bill Benintende. Mr. Farr will retain his role as director of asset allocation and portfolio strategy. Dawid Konotey-Ahulu resigned as head of Merrill Lynch's pension and insurance advisory group in Europe and will leave the investment bank later this month. Merrill Lynch has not yet appointed a successor, said spokesman William Clutterbuck. Mr. Konotey-Ahulu said in a statement he is finalizing plans for his next job, in which he intends to give pension plans independent investment banking advice on risk management, asset allocation and deficit funding. Further details were not available. Ken Montgomery left Pentegra Retirement Services as president and chief executive officer, said Robert Alin, acting president. Mr. Alin, who remains senior vice president, declined further comment. Pentegra manages retirement plans that have up to $30 million in assets. Peter Harrison was named chief executive officer of London-based hedge fund manager MPC Investors. He is replacing Mark Hadsley-Chaplin, who will remain MPC's chairman, said an MPC spokesman who asked not to be identified. Mr. Harrison was global chief investment officer at Deutsche Asset Management. He resigned in July before the sale of DeAM's London investment operations to Aberdeen Asset Management. Michele Allison, a DeAM spokeswoman, said the firm declined to comment on Mr. Harrison's replacement. Scott C. Evans was named executive vice president of TIAA-CREF Asset Management and CEO of investment advisory subsidiaries Teachers Advisors Inc. and TIAA-CREF Investment Management, said Glen Weiner, spokesman. This is a new position. Mr. Evans will be responsible for developing TIAA-CREF's investment products. He was CIO of TIAA-CREF; Edward J. Grzybowski, vice president and head of investment services, will replace him. Michael Gold, a vice president in the asset management arm, will replace Mr. Grzybowski, said Mr. Weiner. Jeff Schreiber joined Principal Financial Group as vice president of business development, said Terri Hale, spokeswoman. It is a new position. He will direct Principal's third-party administration distribution network, including developing products and services within the TPA channel. Mr. Schreiber was a vice president for Fidelity Investments Life Insurance, where he directed marketing. A Fidelity representative could not be reached by press time for details on a replacement.
James Diedrich was named a senior equity portfolio manager at U.S. Bancorp Asset Management, according to a news release. He will be lead portfolio manager on First American Funds' midcap and large-cap growth teams, replacing David Lettenberger, who left the firm last year, said spokeswoman Kim Krueger. Mr. Diedrich was head of global equity at insurer St. Paul Cos., where he was ran the company's U.S. and international equity portfolios., according to the news release. Marlene Ibsen, spokeswoman for St. Paul, could not be reached for details on Mr. Diedrich's replacement. U.S. Bancorp Asset Management is changing its name to FAF Advisors on March 31. Robert Serhus joined hedge fund-of-funds manager Attalus Capital as a portfolio manager, and Paul Respicio joined the firm as a hedge fund analyst. Both positions are new, part of an expansion of the investment team, said Pat Egan, chief investment officer. Mr. Serhus was CIO of the hedge fund-of-funds group at Julius Baer; information about his replacement was not available by press time. Mr. Respicio was an associate on the research team at BlackRock. Spokesman Brian Beades did not return a call seeking information about Mr. Respicio's replacement. Alexandre Abadie was named managing director and head of product development for asset management at Credit Suisse, confirmed spokeswoman Suzanne Fleming. The position is new, created with another senior direct sales and channel management position to lead the firm's global distribution operations. Credit Suisse is expected to name someone to head direct sales and channel management next month, said Ms. Fleming. Mr. Abadie will be based in London and will report to David Blumer, chief executive officer of asset management. Mr. Abadie was a managing director and head of the financial institutions global capital markets group in Europe for Morgan Stanley. Mark Lake, spokesman for Morgan Stanley, said Mr. Abadie left in November and his responsibilities were assumed by other members of the group. John Nestor, former head of marketing in Europe, the Middle East and Africa at Citigroup Asset Management, was appointed managing director in fixed-income capital markets at Citigroup in London, according to a statement. Mr. Nestor will be responsible for providing pension, asset and liability solutions for bank clients. The move is a result of the integration of Citigroup Asset Management with Legg Mason's existing operations, said Citigroup spokesman Jeremy Hughes. David Coquillette joined Oak Hill Advisors as a managing director, confirmed spokeswoman Allyson Morris. It is a new position. Mr. Coquillette will be responsible for product marketing and client coverage. He was managing director in the investment management division at Goldman Sachs; spokeswoman Andrea Rafael said no details were available on a replacement. Adam Djanogly was named managing director and the head of client business in Europe, the Middle East and Africa for MSCI Barra, confirmed spokesman Ben Curson. The position is new. Mr Djanogly was managing director and head of business development for the EMEA at Fitch Ratings. Fitch spokesman James Jockle said the duties are being performed by other employees and no replacement is being sought. Suzanne Donohoe was named head of North American client business at Goldman Sachs Asset Management, starting in April. She replaces Kaysie Uniacke, who was named head of GSAM's fiduciary business, a new position, according to a company statement. Ms. Donohoe is co-head of GSAM Europe. Stephen Fitzgerald, currently head of GSAM's investment management division in Asia, was named head of GSAM International, which includes Ms. Donohoe's previous responsibilities as well as his Asian duties. Mr. Fitzgerald will work with Ted Sotir, who remains co-head of GSAM Europe. Vincent M. Williams was named director, institutional sales, at Allegiant Asset Management, focusing on the public fund market, said spokeswoman Kelly Wagner Amen. He replaced Chris Henderson, who left the company, she said; she did not know Mr. Henderson's plans. Mr. Williams was director of marketing for the Midwest and Southwest regions at Nordea Investment Management, according to an Allegiant news release. George Friesen, Nordea's head of North American sales, said Nordea is searching for someone to fill the vacancy. Christopher Paolella was named director of consultant relations and institutional sales at Trusco Capital Management, according to a Trusco news release. Mr. Paolella was on the firm's consulting relations sales team specializing in institutional sales. Brad Ball, executive vice president and director of institutional sales, had handled those responsibilities. Louise Kay was appointed investment director for U.K. direct sales at Standard Life Investments. She will be responsible for developing the firm's U.K. institutional business. It is a new position. Ms. Kay was head of institutional business at Aegon Asset Management before leaving the firm late last year. She was not directly replaced, said spokesman Tony Bonsignore. Jon Ritz was named senior sales executive in the U.S. at Newton Capital Management, a London-based asset management subsidiary of Mellon Financial, confirmed spokesman Mike Dunn. The new position is part of the firm's strategy to extend its investment offerings to institutional investors in the United States. Mr. Ritz, who was vice president and sales representative at Mellon Asset Management, will report directly to Ciaran Spillane, Newton's head of U.S. business. M. Benjamin Gerig joined Black Diamond Capital Management as a director in its Greenwich, Conn., office, confirmed Jeff Lloyd, spokesman. The position is new; he reports to managing partner Stephen Deckoff. Mr. Gerig previously was a senior vice president at GE Real Estate. Peter O'Toole, a spokesman for General Electric, was not available for comment at press time. Black Diamond has about $8 billion under management in private equity, hedge funds and structured vehicles. Patrick J. Mc Nelis was named executive director, institutional sales, at Principal Global Investors, said spokeswoman Tina Marchetti. He replaces Richard Hibbs, who left in February, Ms. Marchetti said. Mr. Mc Nelis will oversee U.S. institutional sales and consultant relations efforts. Mr. Mc Nelis was head of institutional advisory services for the Americas at Citigroup Asset Management. Mary Athridge, a spokeswoman for Legg Mason, which absorbed Citigroup Asset Management in November, said there was no similar groupwide position at Legg Mason, where subsidiaries such as Western Asset Management have separate sales arms. Linda J. Jordan was named senior vice president, institutional sales and marketing, at Mesirow Financial, a new position based in Atlanta. She will develop institutional relationships for Mesirow in the Southeast and western U.S., according to a company statement. Ms. Jordan was regional vice president of marketing at NCM Capital Management Group, where she also worked with institutional investors. Marc V. Reid, vice president-client service/marketing at NCM, did not return a call seeking information on Ms. Jordan's replacement. Ann E. Bradshaw and Lori Buffum were promoted to directors of public sector sales at Evergreen Investments, said Dan Flaherty, spokesman. Ms. Bradshaw and Ms. Buffum were both senior sales associates. They will continue with their current duties, sharing responsibility for new business development opportunities and client service, with a focus on the public sector marketplace, Mr. Flaherty said. Joseph M. Caticchio and Michael Mahoney were named regional vice presidents at Trust Fund Advisors, confirmed spokeswoman Pam Greenwalt. Both are new positions, reporting to James Kennedy, senior vice president of investment services, Ms. Greenwalt said. Mr. Caticchio was director of sales and client service and a senior partner at Harris Investment Management. Sheila Conroy, a spokeswoman with Harris, was not available for comment on a replacement at press time. Mr. Mahoney was promoted from investor relations director at Trust Fund Advisors; he will retain his current duties. Randall J. Fons joined Morrison & Foerster as a partner in the law firm's securities litigation practice. Mr. Fons was a senior enforcement official with the Securities and Exchange Commission and director of its central regional office, covering 11 western states. David M. Swanson left his position as executive vice president of Calamos Investments, where he had oversight of sales and marketing, to form SwanDog Strategic Marketing. The firm will provide marketing consulting services to asset managers and financial services companies. Spokeswoman Mary Ellen Thielen said Calamos is seeking Mr. Swanson's replacement. No further details were available. David R. Friedland was named president of the Hedge Fund Association, an educational non-profit organization. Mr. Friedland is president of hedge fund-of-funds manager Magnum U.S. Investments and has been an HFA board member for two years. He succeeds attorney Michael G. Tannenbaum, founding partner of Tannenbaum Helpern Syracuse and Hirschtritt.