Daniel J. McCarthy joined Eaton Vance Management as vice president of institutional business development, and M. Katharine Kasper as vice president and senior relationship manager, said Lisa Jones, head of institutional business. Mr. McCarthy will be responsible for sales to institutional investors in the Midwest. Both are new positions, completing the 18-member institutional sales and marketing team Ms. Jones started building in 2005, she said. Mr. McCarthy left his previous position as vice president and a senior member of the institutional team at State Street Global Markets about six months ago, and his responsibilities have been assumed by other members of the team, State Street spokeswoman Carolyn Cichon said. Ms. Kasper was senior associate director of client relationships management at consultant Cambridge Associates; a Cambridge spokesman didn't return a call seeking comment.
Henry A. Garrido, Bruce Schoenfeld, Michael Tung and Guojia Zhang were hired as analysts on the emerging markets team at Delaware Investments. The team - which Liu-Er Chen, senior vice president, senior portfolio manager and CIO of emerging markets, was hired in September to build - comprises three regional specialists and one sector specialist, Mr. Chen said. Mr. Garrido will focus on Latin American markets for the team; Mr. Schoenfeld will focus on Eastern Europe, the Middle East and Africa; Mr. Tung will cover the technology and health-care sectors; and Mr. Zhang will cover Asia. The emerging markets team currently manages a combined $1.1 billion in mutual fund and variable annuity assets, Mr. Chen said. Mr. Garrido was a senior analyst at Wells Capital Management; spokeswoman Jessica Mann said the company is in the process of replacing him. Mr. Schoenfeld was a vice president at Artha Capital Management; Robert Munro, the hedge fund's CFO, couldn't immediately be reached for comment. Mr. Tung was vice president for Galleon Group, a hedge fund; spokeswoman Shireen Gianchandani couldn't immediately be reached for comment. Mr. Zhang was an analyst at K Capital Partners LLC, a Boston hedge fund. Officials at K Capital couldn't immediately be reached for comment.
Heather Dzielak was promoted to senior vice president of retirement income security ventures at Lincoln Financial Group, a new position, said Tom Johnson, spokesman. Ms. Dzielak was vice president of Lincoln's variable annuity business. Lincoln's new retirement income group, which was formed earlier this month, will focus on new products and services for institutional clients. Mr. Johnson declined to offer further details.
(updated with correction)