Recent Notable Recruitments in the Asset & Wealth Management Market

Christopher Smith Joins Greenbacker as EVP & CFO

Congratulations to our successful candidate Christopher Smith, who has been named EVP, Chief Financial Officer, and member of the Management Committee of Greenbacker. He joins a dedicated team of energy transition investment experts driving Greenbacker’s continued growth and success, and furthering their mission to empower a sustainable world. We are grateful to have been a part of the search process and to play a small part in supporting the firm's important aims.

Jennifer Choi Joins the Morningstar Funds Trust

Congratulations to our successful candidate Jennifer Choi, who has joined the Morningstar Funds' Board of Trustees. We are grateful to have been a part of the search process and to have played a small part in supporting Morningstar's important mission. 

True Link Financial: Scott Parker Joins as Managing Director & Head of RIA

Congratulations to our successful candidate Scott Parker, who joined fintech disability payments services firm True Link Financial as a Managing Director, tasked with leading the 20-person, $2+ billion AUM investment company embedded in this innovative mission-based fintech startup.

Jennifer Barbetta Joins Artisan Partners’ Board of Directors

Congratulations to Jennifer Barbetta, who has joined Artisan Partners' Board of Directors. Barbetta is currently a Partner and Chief Operating Officer of Starwood Capital. She had earlier been at Goldman Sachs for nearly 25 years, much of that time as an asset allocator, and lastly as a Managing Director and Co-Head of the Global Solutions OCIO business.

Chevy Chase Trust: Jeff Whitaker Hired As New President and CEO

Congratulations to Jeff Whitaker. He steps into a great firm, testament to the success of the former CEO Peter Welber and the great team he has assembled and led over the last 17 years. It has been rewarding for us to continue to be part of the Chevy Chase Trust team with this recruitment.

Chevy Chase Trust: Jessica Frommer Joins Firm As Client Services Manager

Congratulations to our successful candidate, Jessica Frommer, as she joins Chevy Chase as their new Client Services Manager. Thanks to our long time partners Chevy Chase Trust for the ongoing partnership with the firm.

PR Newswire: Sara Sikes Joins Altrinsic Global Advisors as Head of Client Experience

We are thrilled to see Sara Sikes join Altrinsic Global Advisors in a partnership that will define best in class solutions for the institutional asset owning client experience journey for the next decade. We are grateful to have been a part of the search process.

TIFF Investment Management Appoints Former Goldman Sachs Partner, Kane Brenan, as New President

We are thrilled to have been a part of the TIFF Board and leadership team's well thought out succession planning initiatives for the next generation. It was an exciting journey culminating with Kane Brenan's appointment as the third President in TIFF's history, following the review of a wide range of accomplished senior leaders in the investment industry. It was gratifying to have played a small part in supporting TIFFs important mission.

PGIM Investments Invests in Senior Talent as Part of Global Expansion

Congratulations to our successful candidate Ray Ahn and the whole team at PGIM Investments for moving out to the bleeding edge of the digital/big-data distribution strategy frontier!

Wayne Chopus Selected as Next IRI President & CEO

Wilbanks Partners advises the Insured Retirement Institute on the recruitment of retirement income veteran and Prudential Financial executive Wayne Chopus, who has been tapped to lead the IRI starting January 1, 2019. At Prudential, Chopus is a senior vice president of strategic relationship management in the company’s individual solutions group. He also leads the sales operations at Prudential, as well as the sales and business intelligence teams. He will succeed Cathy Weatherford, who has been at the helm of IRI for a decade.

LPL Financial Welcomes Scott Posner, Recruiting Executive with Vision to Enhance the Sales Experience

Leading retail investment advisory firm and independent broker-dealer LPL Financial announced that Scott Posner joins the firm as EVP – Business Development, effective September 26, 2018. Formerly of IBM and BNY Mellon, Posner reports directly to Rich Steinmeier, managing director and divisional president, Business Development. Posner will be responsible for setting the strategic direction for the recruiting organization and leading the team of sales professionals.

Vestigo Ventures Makes Strategic Hire

Wilbanks Partners assists Vestigo Ventures, Boston’s first FinTech venture capital firm, in the recruitment of seasoned entrepreneur Mike Nugent as Managing Director & CFO.

LPL Financial Names Tim Hodge Executive Vice President of Service

The nation’s largest independent broker-dealer continues its efforts to transform its service model with the recruitment of Tim Hodge, former Managing Director & Head of Global Private Wealth Management Operations at Goldman Sachs, to lead the firm’s service organization and ensure the delivery of support to LPL’s independent financial advisors, banks, credit unions, RIA firms, and clearing clients.

NICSA Names Jim Fitzpatrick President

Wilbanks Partners aids nonprofit trade association NICSA in the recruitment of Jim Fitzpatrick, formerly a NICSA board member and 14-year Goldman Sachs veteran, lastly as Head of GSAM’s Srategic Alliances business, to lead its efforts.

LPL Financial Names Tom Gooley Managing Director, Head of Service, Trading & Operations

LPL Financial, the nation’s largest independent broker-dealer, has recruited Tom Gooley, formerly of TIAA-CREF, to lead its efforts in taking the firm's service model to the next level.

LPL Financial Names Matthew Audette as New Chief Financial Officer

LPL Financial recruits Matthew Audette, formerly of E*Trade, to lead its efforts in providing even greater financial value and return for its clients, shareholders, and employees.

Craig Pfeiffer to Be New MMI President & Chief Executive Officer

Wilbanks Partners aids the Money Management Institute, the leading voice for the global financial services organizations that provide advice and investment advisory solutions to individual and institutional investors, in recruiting its next President & Chief Executive Officer.

Wilbanks Partners Assists in Recruitments to SASB’s Board of Directors

Wilbanks Partners' commitment to leadership in the sustainability investment business continues through our partnership with SASB. We are proud to announce the recruitment of SASB Board Members Shawn Lytle, CEO-Americas for UBS Asset Management, and Kevin Parker, Founder and CEO of Sustainable Insight Capital Management.

Calvert Investments Names Next CEO: John Streur — Industry Innovator Will Lead Firm Beginning in 2015

Wilbanks Partners aids the leading ESG investment firm in recruiting John Streur, formerly of Portfolio 21 and AMG / Managers Investment Group, as its next Chief Executive Officer.

Great-West Financial Appoints New Chief Financial Officer

Industry veteran Louis J. Mannello, Jr., brings more than 25 years expertise to CFO position. He joins the firm from KPMG, where he was a Partner in the Chicago-based Accounting Advisory Services Practice.

Amy P. Raskin Joins Chevy Chase Trust as Chief Investment Officer

Wilbanks Partners aids in the recruitment of Amy P. Raskin, formerly SVP & Director of Thematic Research at AllianceBernstein, to Chevy Chase Trust as Chief Investment Officer.

Michael L. Davis Joins Calvert Investments as Head of Institutional Sales

Wilbanks Partners aids Calvert Investments in the recruitment of Michael L. Davis as Head of Insitutional Sales as part of the firm's overall strategy to bring ESG investing to new markets.

LPL Financial Names Michelle Oroschakoff Managing Director & Chief Risk Officer

LPL hires Michelle Oroschakoff as Managing Director & Chief Risk Officer as a reflection of the continued importance the firm attaches to the vital areas of risk management, compliance and controls. 

Calvert Investments Hires Darryl Keeton as Director of Internal Sales

Wilbanks Partners assists in the recruitment of Darryl Keeton, an experienced sales leader, to the leading ESG investment firm.

Lynne Ford Tapped to Head Calvert Investments’ Distribution and Marketing

Wilbanks Partners aids in the recruitment of Lynne Ford, industry veteran with 20+ years experience, to Calvert Investments, the leading ESG investment firm.

Pensions & Investments: Russell Reynolds Recruiting Veteran Forms Own Company

Doug Appel reports on George Wilbanks’ launch of Wilbanks Partners LLC, a boutique executive recruiting firm, in September 2011.