December 23, 2002
Citigroup: Deborah C. Hopkins has left Marakon Associates to join Citigroup as head of corporate strategy and a member of the management committee. Hopkins succeeds Hamid Biglari, who will join the company's global corporate and investment banking unit as head of mergers and acquisitions. [The WallStreet Journal Online, December 17th]
GoldK: Deidre Duffy has joined Gold as head of strategic project marketing. Duffy will also be responsible for planning, sales and operations. John Bosley has been promoted to head of national sales and distribution. [Ignites.com, December 19th]
Guidance Capital: Barry Brick has left SEI Investments to join Guidance Capital as chief financial officer. [InvestmentNews, December 16th]
ING Funds: Steve Wyatt has been promoted to associate vice president of ING Funds' online business, replacing Jerry Stockstill who left the firm to join The Valla Group. [Ignites.com, December 19th]
Lehman Brothers Holdings: Hugh E. "Skip" McGee has been named global head of investment banking at Lehman Brothers. McGee succeeds Bradley H. Jack, who was named co-chief operating officer in May. [The Wall Street Journal Online, December 19th]
Merrill Lynch & Co.: Kevan Watts has been tapped chairman at Merrill Lynch for Europe, the Middle East, Africa and the Pacific Rim. [InvestmentNews, December 16th]
OppenheimerFunds: Leon Levy is retiring from his post as founder and chairman of OppenheimerFunds at year-end. Levy will be succeeded as chairman by Clayton K. Yeutter, an OppenheimerFunds trustee since 1991. [Ignites.com, December 17th]
Pan-American Life Insurance: Mike Campo has left GoldK to join Pan-American Life Insurance as vice president of business development. [InvestmentNews, December 16th]
Precision Marketing Partners: Henry J. Schulthesz, formerly of Alliance Capital, has been named principal and senior member of the executive team at The Academy of Financial Services Studies and Precision Marketing Partners. [Ignites.com, December 19th]
Reserve Funds: Steven Genereau has left PrimeVest Financial Services to join Reserve Funds as vice president and regional consultant of sales. Genereau will assume the duties of Eric Lanksy, who will assume a new post in the company. Peter Moffatt has left J.P. Morgan Fleming Asset Management to join the company as a portfolio manager. [Ignites.com, December 19th]
Royal & Sun Alliance Insurance Group: John Napier has been named chairman-designate of the Royal & Sun Alliance board and will succeed Patrick Gillam as chairman in March. Andy Haste, chief executive of AXA Sun Life, will assume the role of chief executive in April. [The Wall Street Journal Online, December 19th]
Securities and Exchange Commission: William Donaldson, a Wall Street executive veteran, was nominated by President Bush to be chairman of the Securities and Exchange Commission. [Fund Action, December 16th]
State Street Research and Management: Edward P. Dowd has been appointed vice president and portfolio manager with State Street Research and Management's large-cap growth team. [InvestmentNews, December 16th]
U.S. Bancorp Asset Management: Wendy Schoppert has been named head of a new department focusing on product and corporate development at U.S. Bancorp Asset Management. Shcppert assumes the marketing and product duties handled by Peter Torvik, who left the firm. [Ignites.com, December 19th]
