Who's Moving Where In Wealth Management? - Legg Mason, Nomura, Others

Editorial Staff

31 January 2018

Legg Mason
Global asset management firm Legg Mason has appointed Regina Curry as chief diversity officer. This new hire comes after chairman and chief executive Joe Sullivan joined more than 330 CEOs in signing the CEO Action for Diversity and Inclusion pledge to advance diversity and inclusion in the workplace.

Curry joins Legg Mason after serving as senior director of global diversity and inclusion at McCormick & Company, where she developed and implemented a multi-year global diversity and inclusion strategy.

Nomura
Global financial services firm Nomura has appointed Charlie McElligott as managing director and cross asset strategist for the firm’s global markets business.

McElligott is based in New York and joins Nomura from RBC Capital Markets, where he was most recently managing director and head of US cross-asset macro strategy.

In this new role, McElligott will concentrate on the macro markets with a focus on positioning and sentiment alongside quantitative factor analysis.

Brinker Capital
Pennsylvania-based Brinker Capital, an investment management firm, has expanded its sales and investment teams with the appointments of Anthony Gonzales as regional director, Todd Cole as wealth advisory portfolio consultant, and David Hall as senior vice president and head of quantitative strategy.

Gonzales is responsible for new business development and client service for Arkansas, Louisiana, Oklahoma, and Texas. He has 17 years of experience in the investment management industry. Prior to joining the company, Gonzales worked at Global Financial Private Capital as a regional business consultant. He is based in Austin, Texas, and reports to Ed Kelly, executive vice president of national sales.

In his new role, Cole is responsible for providing high net worth clients and prospects with information about Brinker Capital's customizable investment solutions and services. Cole is based in Berwyn, Pennsylvania, and has more than 12 years of industry experience. Prior to joining the company, Cole worked as a financial advisor at Bank of America Merrill Lynch and Fidelity Investments. He also reports to Kelly.

In the newly-created position, Hall will work with the investment team to develop quantitative tools and provide analysis and recommendations to support Brinker Capital's risk-management and portfolio construction, manager research, and asset allocation processes. Hall is based in Berwyn, Pennsylvania, and reports to Jeff Raupp, director of investments. Prior to joining Brinker Capital, Hall worked at TFS Capital as a senior analyst and portfolio manager.