Joyce Schaer joined Evergreen Investments as an institutional senior consultant director, said spokeswoman Laura Fay. Ms. Schaer is based in Dallas, and her position is new. She was director of marketing with Westwood Management; Westwood spokeswoman Dorothy Irons said Ms. Schaers position was reassigned internally; further details were not immediately available.
Also, Evergreen named Brian OConnell as institutional sales director for the Northeast region. Mr. OConnell is based in Boston and replaces Mike Mondo, who left the firm several months ago. Mr. OConnell was managing director at Trusco Capital Management, with responsibility for consultant relations as well as institutional clients. Trusco spokesman Hugh Suhr said the firm is in the process of finding a replacement.