US Trust, part of Bank of America’s Global Wealth & Investment Management unit, made three hires for its team in the Bay Area of California.

Sebastian Ferrando will join the firm as a senior vice president and private client advisor for US Trust's Northern California, Nevada, and San Francisco region, to be based in the latter. Ferrando was formerly a financial advisor with Bernstein Global Wealth Management in San Francisco.

Ingrid Hsia, also to be based in San Francisco, will be senior vice president and wealth strategies advisor. She previously ran an estate planning practice.

Mariia Eroshin joins as a senior vice president and senior portfolio manager for US Trust’s West Division. She was latterly a director of investment research for Springcreek Advisors. In her new role Eroshin will be based in Menlo Park.

Goldman Sachs appointed Judd Gregg, a former three-term US senator from New Hampshire, as an international advisor.

Gregg joins a group of 17 international advisors and will provide strategic advice to the firm and its clients, as well as assisting in business development initiatives.

During his time at the US Senate, Gregg was the ranking Republican member on the Appropriations; Banking, Housing and Urban Affairs; and Health, Education, Labor and Pensions committees. Before joining the Senate, he served two terms as governor of New Hampshire and four terms as a member of the US House of Representatives.

Eckberg, Lammers, Briggs, Wolff & Vierling, the Wisconsin- and Minnesota-based law firm that specializes in the affairs of high net worth clients, added Shannon Hooley Enright to its trust and estates division.

Enright was previously a vice president and trust officer at ING Trust, where she administered trusts for the western US region. In her new post, she will focus on high net worth estate and trust planning, as well as elder law. She is based at the firm's Stillwater, Minnesota office.

The California-based law firm Albrecht & Barney, which specializes in wealth and estate planning, bolstered its ranks with the addition of four attorneys.

David Collins joined the practice from a national firm and focuses on business succession planning, while Katherine Hughes joined after working at a national accounting firm and a regional law firm, bringing experience in trust administration.

The firm also recruited Anson Cain and Jillian Stockton, both due to graduate soon, as attorneys.

California-based First Republic Bank hired Iris Chavarria from Citi Private Bank as a managing director and relationship manager.

Chavarria will work with individuals and families, as well as foundations and businesses, to provide services such as banking, investment management, trust, brokerage and real estate lending services.

She will initially be located at First Republic’s Pine Street, San Francisco headquarters, but will move to the bank’s new office in Montclair, San Francisco, after its opening this summer. There she will join a team of bankers at the firm’s seventh office in the East Bay area of the city.

Options Group, the international executive search firm, hired John Carreras as an executive director, charged with heading up a newly-launched office in Miami.

Carreras joins Options from Private Client Advisors, an executive recruitment agency that specializes in wealth advisor placements, which he founded and led as president. On taking up his new position he will lead the private wealth management practice in the Americas and spearhead the Miami branch's launch.

Family Office Exchange, which provides HNW families with research, consulting and networking services, appointed Leigh Faber as director of business development.

Faber joins the firm from Huron Consulting Group, where she was a project consultant. There, she oversaw the interim servicing of loans of failed institutions and the resolution of non-performing assets. She has also previously worked as an investment analyst for Sante Fe Investment Advisors.

She replaces Joshua Slusarz who left FOX.

UBS appointed Richard Immesberger as the president of UBS Trust Company, as it aims to accelerate growth in this business area.

Immesberger most recently managed the trust and wealth management division of WSFS Bank in Wilmington, Delaware, also serving on several executive boards and the bank's executive management committee. He also formerly worked at Bank of America and Glenmede Trust Company. In his new role he will be based at UBS’ trust offices in Wilmington.

The position was formerly held by Kevin Ruth, chairman and chief executive of the trust company. He continues in these other roles.

Cortina Asset Management expanded its range of products with the launch of the Cortina Small Cap value strategy and the Cortina SMID Value strategy, which will be led by a new team of recruits.

Both will be operating out of the New York office, led by a team headed by Alexander Yaggy. Yaggy latterly co-managed the Morgan Stanley/Van Kampen Small Cap Value and Morgan Stanley Small-Mid Value funds, which when combined total $2 billion in assets under management.

Also joining the company are Andrew Storm, who also used to work with Morgan Stanley, and John Clausen, who previously worked for the mutual series group within Franklin Templeton Investments.

Broker-dealer LPL Financial hired David Reich from Ameriprise Financial as executive vice president of retirement platform development.

Reich takes over from Bob Francis, who left in January 2011. He is charged with continuing to build out the company's retirement platform, rolling out new services and technology, and providing support for LPL's retirement plan business. He will be working closely with Bill Chetney, the EVP for LPL Financial Retirement Parters, and will report to Derek Bruton, managing director and national sales manager for the firm's independent advisor services unit.

At Ameriprise, Reich was vice president and general manager for retirement strategies and solutions.

BlackRock hired Nathan Thorne, George Bitar and Mandakini Puri as managing directors to head up a new private equity platform within its alternatives offering, which it expects to grow to around 20 employees within a year.

Thorne, Bitar and Puri founded Merrill Lynch’s private equity business in 1994, and remained there until 2009. They began working together at Merrill Lynch in 1990.

At BlackRock they will form the leadership team of the new division, charged with building it out and ensuring private equity is connected with the firm’s wider investment offering on a global basis. They will report to Matthew Botein, managing director and head of BlackRock Alternative Investors.

Washington Wealth Management, a Middleburg, Virginia-headquartered RIA, appointed John Simmons as its new president. Based in California, Simmons will also establish a West Coast presence for the firm.

Simmons was latterly a managing director at Morgan Stanley Smith Barney, as well as a regional director overseeing Southern California, Las Vegas and Hawaii.

In his new role he will oversee all of Washington’s existing branches and lead the firm’s efforts to rapidly expand its independent network of financial advisors.

Sun Life Financial, the US-based firm which offers financial advisory and investment services, added Richard Booth and Jon Boscia to its board of directors.

Booth is the vice chairman of Guy Carpenter & Company, a risk management and reinsurance company, and formerly served as chairman of HSB Group.

Boscia founded Boardroom Advisors, a board governance consultancy firm, and was also previously president of Sun Life.

Neuberger Berman appointed David Eckert, latterly of ING, as global head of infrastructure.

At ING, which he joined in 2008, Eckert was global chief operating officer/chief information officer for the investment management and insurance business. Before that he was with JP Morgan Chase, where he held positions including chief information officer for the investment management business.

He takes up his new role on 1 June, reporting to Andrew Komaroff, chief operating officer.

Barclays Wealth, part of the UK-listed bank, continued to ramp up its US operations with the addition of five investment representatives to its Philadelphia, Chicago and Atlanta offices. The combined five IRs had over $35 million in trailing 12-month production and $18 billion in AuM.

Rosalie Hunter and Bill McCormack joined Barclays Wealth’s Philadelphia office, with Hunter joining in the capacity of a managing director. Both joined from JP Morgan and report to Scott Sheffer, regional manager for Philadelphia.

In Chicago, Brian Maddox joined Barclays Wealth as a managing director from Morgan Stanley Smith Barney. He joined MSSB in 1986 and worked there with HNW clients, as well as foundations, family offices, pension funds, investment advisors, and closed-end and mutual funds.

Michael Schafer also joined the Chicago office. He most recently worked at Goldman Sachs, specializing in advising clients on money market and short-duration fixed income investments. He joined Goldman Sachs in 2002.

Maddox and Schafer both report to Chris Williams, regional manager for Chicago.

In Atlanta, the bank hired Jonathan Pakula from UBS. He joined UBS in 2000 as part of its acquisition of Paine Webber.

HSBC Private Bank hired Gregory Dennerlein and Christopher Simcox as a senior vice president and vice president respectively.

Dennerlein, who is a senior VP and senior relationship manager at HSBC, used to be a key member of the institutional sales team at Northern Trust in Chicago. In that role he advised family offices, investment managers and hedge funds on strategies such as equity hedging and liquidation. Prior to that, he spent 15 years at Citigroup Private Bank, JP Morgan, and Key Asset Management collectively.

At HSBC, Dennerlein will be responsible for the management and expansion of relationships with wealthy private banking clients.

Meanwhile, Christopher Simcox took up the role of vice president and relationship manager, also in Chicago. He joined the firm from Bernstein Global Wealth Management, where he was a financial advisor working with affluent individuals, families, and endowments.

US Trust added two managing directors and a senior vice president, expanding its team in the Northeast and Midwest as part of an ongoing initiative to strengthen its HNW offering in key markets.

Greg Khost joined the firm as a managing director and regional executive for the greater tri-state region, based at US Trust’s New Jersey office. His most recent role was as a founding partner and director of national accounts for New York-based Central Park Group.

Donald Quattrucci, managing director and market investment executive, joined the firm in Rhode Island. He was latterly Rhode Island regional president at BNY Mellon’s Private Wealth Management group.

Nancy Anderson was appointed as a senior vice president, private client advisor in Minneapolis, responsible for leading efforts for new client engagements, as well as extending current relationships and product and service delivery to HNW clients. Her prior career includes senior roles at US Bank Private Client Reserve, Citigroup Global Wealth Management and Merrill Lynch Trust Company.

Boston- and Manhattan-based Lexington Wealth Management appointed Kim Kenly as a senior advisor, charged with contributing to the firm’s investment committee, client service efforts, and growth strategies, as well as its advisory board.

Kenly joined the firm from GMO, where he was the managing director of North American marketing and sales. Before GMO, he was a managing director at Credit Suisse First Boston Investment Management Group.

Canadian wealth manager Exhilway Wealth announced plans to hire 10,000 people in India over the next three years.

The massive hiring strategy comes alongside the intention to launch some of its key offshore investment products in the Asian country, including Managed Futures – an alternative investment vehicle that trades in various asset classes at over 120 stock exchanges. In total, the company said it has committed an investment of some $700 million.

Bank of America named David Reilly – latterly of Morgan Stanley – as chief technology officer for its global wealth and investment management business, as well as the company’s shared technology infrastructure executive.

Expected to join the bank in June, Reilly will be based in New York and report to Bank of America chief technology officer Marc Gordon.

He will be responsible for leading the GWIM team that supports strategy, architecture, design and build, operations, engagement and product delivery of technology infrastructure. As the shared technology infrastructure executive, he will be accountable for designing, building and operating Bank of America's enterprise technology infrastructure and operations.

Reilly joined from Morgan Stanley, where he was the chief information officer for enterprise infrastructure. Before that, he was responsible for technology infrastructure services at Credit Suisse.

BNY Mellon Wealth Management appointed Myriam Soto and Douglas Schaenen to newly-created positions within the firm, as part of a long-term international expansion strategy.

Soto will take up the role of managing director, international wealth advisory services, with overall responsibility for setting strategy for new business development.

Soto is also president and a director of the firm’s Cayman trust company, charged with enhancing that operation and other international trust opportunities, as the company looks to expand its global footprint in this business.

Meanwhile, Schaenen was appointed managing director and regional head for international wealth management in Europe, the Middle East and Africa. Both report to managing director Paul Finn.

Schaenen was previously head of the Middle East region within IWM. In his new role he will oversee all aspects of wealth management business development, as well as leading certain key relationships across the region.

Crestone Capital Advisors, the investment and wealth management firm that caters to high net worth clients, named Jennifer Hardy as chief compliance officer.

Hardy was previously the senior securities administrator at the company. Prior to that, she served as operations manager and sales assistant at Rhodes Securities. In her new role, she will be responsible for managing Crestone's statutory and regulatory compliance matters, as well as broker-dealer operations.

Lizabeth Zlatkus, the executive vice president and chief risk officer of The Hartford, announced that she will be retiring, effective from the fourth quarter of 2011. With her imminent departure, the company is now launching an internal and external search for her successor.

The Seattle-based wealth management firm Paracle Advisors appointed Duane Duim as a senior advisor.

In his new role, Duim will serve as personal financial manager for individuals and families. In addition to his new advisory role at Paracle, Duim will continue to work at his boutique advisory firm, BluePrint Financial Partners.

Before founding BluePrint, Duim worked for another Seattle-based wealth manager, Laird Norton Tyee, where he was a vice president and client advisor.

AXA Advisors appointed Jack Hoile as district manager of its national division, with a focus on developing the company's growth throughout the Triangle and Eastern North Carolina.

Hoile brings 12 years of industry experience to the role and has served as a financial professional at AXA since 1999. He is also a principal at Legacy Wealth Strategies.

New York-listed State Street hired Maria Cantillon as the global head of sales for its Alternative Investment Solutions business.

Cantillon, a former head of alternative investment managers and member of the executive committee at BNP Paribas Securities Services, will now report to Scott FitzGerald, head of sales for State Street’s Global Services Americas business. 

Based in London, Cantillon replaced FitzGerald in the role and will oversee a team of 15 people, covering positions in North America, Europe and the Asia Pacific region. FitzGerald undertook an expanded role towards the end of 2010.

As part of a drive to boost its business in Brazil, JP Morgan Asset Management announced the appointment of Carlos Salamonde to the newly-created role of chief executive for its investment management business there.

Salamonde, who will be based in Sao Paulo, joins JP Morgan from Banco Itau Unibanco, where he was head of corporate distribution and sales for the asset management division.

In his new role, Salamonde will report to Jamie Broderick, head of Europe and Latin America for JP Morgan Asset Management. He will be responsible for leading and developing the firm's onshore domestic business in Brazil.

The financial services software giant SunGard appointed Russell Fradin as chief executive, effective 31 May 2011, succeeding Cristóbal Conde. Fradin will also become a member of SunGard’s board of directors.

Fradin was most recently the chairman and chief executive officer of Aon Hewitt, where he oversaw the September 2010 merger between Aon Consulting and Hewitt Associates.

New York-listed First Republic Bank appointed Joubin Rahimi as a relationship manager in San Diego, California.

Rahimi latterly worked for Comerica Bank in San Diego as a private banker, prior to which he held positions at Bank of America and Wells Fargo Bank.

Wunderlich Securities, the Memphis-based financial services firm, hired Jim Parrish as co-president of its private client group at the company’s headquarters. Parrish previously worked at Morgan Keegan for 23 years, where he held a similar role.

BMO Capital Markets expanded its global fixed income business with new hires in the US and London.

In New York, the investment and corporate banking unit of BMO Financial named Kathy Evers as managing director and head of municipal credit analytics, while Roy Hingston was appointed to the Fort Lauderdale, Florida office as a director and senior balance sheet strategist.

Also joining the fixed income group are Milton McNichol, as US government securities sales director in London, and David Blinder, as US government securities sales director in the Houston, Texas office.

Evers most recently supervised surveillance and risk management of the US municipal portfolio at the New York branch of Dexia Credit Local, while Hingston spent 35 years with community-based financial institutions to develop asset-liability management strategies. McNichol, who will focus on expanding BMO's distribution with banks, hedge funds, and central banks across Europe, joins the firm from Arbor Research and Trading in London. Blinder joins from Cantor Fitzgerald, where he was director of fixed income sales.

Locust Capital Management, a Pennsylvania-headquartered wealth management firm,  appointed Henry Miller as a managing director, responsible for sales, marketing and relationship management.

Miller was latterly president of Miller & Company, an investment consultancy firm focusing on institutional clients and asset management firms. His previous career also includes roles at Wachovia Wealth Management, Neuberger Berman, Mellon Financial, CoreStates Bank, and Fidelity.

The New York-based regional bank First Niagara Financial Group appointed Gina DiMonda and Paul Hurley as vice presidents and wealth advisors for private client services.

Both DiMonda and Hurley joined First Niagara from JP Morgan Chase, where the pair were vice presidents and senior fiduciary officers. DiMonda has 20 years of experience in the industry, while Hurley has 26. Both will be based in Rochester, New York.

BBVA Compass, the Sun Belt-based financial services firm, promoted Cedric Buchanon to the role of president of the Denver City branch.

Buchanon, who assumes this new post after serving for five years as senior vice president for commercial banking, will be responsible for all corporate banking and specialty group activities, while expanding the company's corporate relationships in the Denver metropolitan market. In addition, he will also be coordinating closely with BBVA Compass' retail and wealth management units in both the Denver and Boulder markets.

BNY Mellon appointed Rumi Masih as senior investment strategist in the investment strategy and solutions group at its Asset Management business.

For this New York-based role, Masih reports to Jeff Saef, managing director and head of the investment strategy and solutions unit. Prior to the hire, Masih worked at JP Morgan Asset Management, where he served as managing director and global head of the strategic investment advisory group. He also previously worked for Goldman Sachs Asset Management's global investment strategies division.

New York-listed First Republic Bank added Derrick Yee as a relationship manager at its Palo Alto, California office. He joined from Bank of America, where he spent 10 years, latterly as a private client manager.

John Thomas Financial, the US-based broker-dealer and investment banking firm, appointed Richard Urbealis as president of its affiliate firm, JTF Private Wealth Management.

Urbealis’ previous experience includes positions such as vice president at Merrill Lynch, senior vice president at Guardian Life Insurance Agencies, and business advisor at 1st Global.

The Milwaukee-headquartered wealth management group Baird hired Steven Stroker, a former complex manager for Morgan Stanley Smith Barney, as a regional director based at its Chicago office.

Stroker, who has been appointed as a managing director, will oversee Baird’s wealth management offices in its central region, which includes Indiana, Michigan, Ohio, and most of Illinois.

At MSSB, Stroker oversaw more than 220 financial advisors in 10 branch offices, managing $17 billion in client assets. His career in the financial service industry spans nearly 30 years, all with Smith Barney, where he started as a financial consultant in 1983 and went on to hold a variety of management roles including regional director of the firm’s north central region.

The offshore legal, fiduciary and administration services firm Appleby announced that Bermudian lawyer Sophie Tod joined its Bermuda private client and trusts team.

Tod joined Appleby as a senior associate in May 2009. She has around 10 years of experience working for law firms in Geneva, the UK and Bermuda, and has also worked as legal counsel for the Bermuda Monetary Authority, where she advised on the regulation of the trust, insurance and investment industries, and assisted in drafting associated legislation.

First Republic Bank hired Nic Donarski and Chris Rusk to its private wealth management business, as investment consultants in New York.

Donarski joined as a managing director, while Rusk was appointed vice president. Both will be based at the Rockefeller Center office. Prior to joining the company, Donarski was with Banc of America Investment Services as senior vice president, while Rusk was with Merrill Lynch Global Wealth Management.

BNY Mellon appointed Arthur Certosimo as chief executive of global markets, in a reshuffle of some senior staff.

Certosimo is presently the CEO of alternative, broker-dealer and treasury services. On taking up his new role, he takes over from Richard Mahoney, who is retiring in June. Certosimo reports directly to Gerald Hassell, the firm's president.

As a result of this move, Brian Ruane, currently the head of alternative investment services, will become CEO of alternative and broker-dealer services. Ruane now reports to Karen Peetz, the vice chairman and CEO of financial markets and treasury services. David Cruikshank, CEO of treasury services, who presently reports to Certosino, will now report to Katz.

BNY Mellon appointed Mitchell Harris to the newly-created position of president of the investment management division.

Harris is the interim head of the asset management business and will continue to lead the fixed income, cash and currency group in addition to his new role. He also joins the firm's executive committee. Prior to BNY Mellon, he held chief executive positions at Standish Mellon Asset Management and Pareto, where he remains the chairman. He has also worked at Citibank for 14 years, where he managed the private banking business in Europe.

As president, Harris will be partnering with Larry Hughes, the chief executive of BNY Mellon Wealth Management, to further the delivery of asset and wealth management to clients. He reports directly to Curtis Arledge, the vice chairman of BNY Mellon and CEO of investment management.

AGF Management, the Canadian investment management firm, appointed Chris Boyle as senior vice president of its institutional business.

Boyle was latterly an SVP at CI Investments, where he oversaw the institutional and marketing divisions. Before that, he was vice president at Fidelity Investments, responsible for alternative distribution through Canadian banks. At AGF, his focus will be on expanding the business in the US, Europe, Asia and Canada.

First Republic Bank hired David Bloom as a managing director in San Francisco. He specializes in lending and deposit services, foreign exchange, letters of credit, online banking, business escrows, brokerage, securities custody and cash management.

Before joining First Republic, Bloom was a senior vice president and regional area manager at the Wells Fargo business banking group in San Francisco.

Focus Financial Partners, a partnership of independent wealth management firms, hired Mark Dupont as director, advisor services, tasked with transitioning breakaway advisors and client assets for the teams who form independent RIAs, underscoring a key trend.

The transition process will be handled through the Focus Connections program, a turnkey service that helps establish best-in-class RIA practices, Focus Financial Partners said in a statement. 

Dupont will also lead the transition of breakaways joining existing Focus partner firms and affiliates as sub-acquisitions. He reports to Rich Gill, vice president and head of Focus Connections.

A four-strong advisory team joined Macquarie Private Wealth at its Calgary office. The Mackie Wealth Group, formerly with Mackie Research Capital, is composed of Jamie Mackie, Tricia Leadbeater, Rahim Chatur and Jeffrey Mackie. The team manages almost $700 million in client assets, a record-size book for Macquarie in Canada.

Over the past month, five brokerage teams joined Australia-headquartered Macquarie Group's Canadian operations, bringing with them more than $1 billion in client assets under management.

Texas-based Comerica Incorporated appointed Curtis Farmer as vice chairman of the retail bank and the wealth and institutional management units.

Farmer joined Comerica as executive vice president for wealth and institutional management in 2008 from Wachovia Corporation, where he served as EVP and wealth management director of the wealth segment.

In his new role, he will be responsible for the entire retail banking network, which includes 444 banking centers and business banking for small enterprises. He will also be overseeing the wealth management division, which covers private banking, Comerica Asset Management, Comerica Securities, Comerica Insurance, private fiduciary services, and institutional trust. He reports directly to Ralph Babb, the chairman and chief executive.

Morgan Stanley Smith Barney hired two teams of financial advisors from UBS and Bank of America Merrill Lynch with a combined trailing 12-month production of just under $10 million between them.

The four-person UBS team comprises Michael Paesano, Jeffrey Cadan, Richard Perkins and Matthew Hayford. They joined MSSB’s midtown Manhattan office and report to branch manager David Turetzky. The team had a combined trailing revenue of $6.4 million.

Raymond James, the US-based financial advisory firm, bolstered its Southern California roster with the addition of a three-person team from Morgan Stanley.

Warren Wilson, John Kwiatkowski, and Valerie D'Addona came together to build Greenbrier Wealth Management Group under Raymond James' Westlake Village branch. Greenbrier specializes in providing financial planning services for individuals, families, and businesses.

The trio is joined by their registered sales associate Paige Pitzer. Prior to this move, the team managed $415 million in assets under Morgan Stanley Smith Barney and recorded about $2.3 million in production.

New York-based Signature Bank hired yet another private client banking team. So far this year, five private client banking teams have come on board.

Kevin Macpherson was appointed group director and senior vice president, along with colleagues Tracey Capobianco and Marion Ege, both of whom were named associate group director and vice president. The team will be based in Signature’s private client banking office in Woodmere, Long Island.

Macpherson and his team, who have worked together for 10 years, join from the HSBC Rockville Centre, Long Island branch. Macpherson has four decades of banking experience, including 34 years at JP Morgan Chase.

Before HSBC, Capobianco spent 16 years as vice president-branch manager at JP Morgan Chase in Long Beach, Long Island, and Ege spent four years as a small business relationship manager at JP Morgan Chase, in Rockville Centre.

Milwaukee-based Baird Private Wealth Management opened a new office in the US Bancorp Tower in Portland, Oregon. Financial advisors David Marshall, director, and Gavin Amato, vice president, joined the firm at the new office. They are joined by Dan Buxton, registered client relationship specialist, and Jessica Roggenkamp, registered client relationship associate.

Prior to joining Baird, Marshall, Amato, Buxton and Roggenkamp worked at Morgan Stanley Smith Barney and predecessor firms Smith Barney, Shearson Lehman Brothers and E F Hutton. Amato worked at Smith Barney and Merrill Lynch, Pierce, Fenner & Smith.

NorthStar Wealth Partners appointed a new director of operations and principal to its management team.

John Leigh, a well-known wealth advisor and academic in Lima, Peru, joined the West Hartford-based firm after spending the last six years working for institutions such as The David Rockefeller Center for Latin American Studies at Harvard University, Reuters, and John Hancock Financial Network. He also works as a speaker and teacher, specializing in Latin American Finance.

First National Bank promoted Marga Spangler to vice president, team leader of First National Wealth Advisors.

Spangler brings over 30 years of financial services experience to this role and was with First National since 2005. She most recently served as manager of the private banking team in Kansas and will still hold this post in addition to her new responsibilities. She is tasked to introduce the company's wealth service model to potential clients in Kansas City.

Massachusetts Mutual Life Insurance Company – MassMutual – appointed  Timothy Corbett as chief investment officer, effective 23 May. He previously was CIO at the Connecticut State Pension Fund.

In his new role, Corbett is responsible for MassMutual's overall investment strategy, as well as oversight of the company's General Investment Account. He reports to Roger Crandall, chairman, president and CEO of MassMutual. He began his professional career at Aetna in 1982, where over a 20-year career he held a number of investment positions with increasing responsibility, ultimately becoming head of portfolio management.

From 2002 to 2008, he was head of asset management at the Hartford Investment Management Company.