Jodie Gunzberg was named chief investment strategist at Marco Consulting Group, a new position aimed to enhance its (the firms) asset allocation and portfolio structuring capabilities for its fiduciary services area, according to a news release from the firm.
She reports to Jack Marco, chairman.
Ms. Gunzberg was director of research at Marco Consulting Group. She was replaced by Julie Austin, who was assistant director of research. It could not be learned who is replacing Ms. Austin.
Separately, Rosa Lima was named manager of custodial relations at Marco Consulting. She had been institutional trust relationship manager at Marco.