Industry

Santa Fe, NM-based Thornburg Funds has promoted Rob McInerney, formerly a regional consultant, to the role of national sales manager, effective March 1. He will also assume the role of president of Thornburg Securities Corp., succeeding Jack Gardner in both positions.

San Francisco, Calif,-based Callan Associates, an investment consultant, has hired Benjamin Taylor as vice president, responsible for investment structure reviews, fee analyses and record keeping searches.

361 Capital, a provider of alternative investment mutual funds, separate accounts, and limited partnerships to institutions, financial intermediaries, and high-net-worth investors, has entered into a strategic partnership with Lighthouse Partners, a fund-of-hedge-funds and managed account investment adviser.

The Investment Company Institute has promoted Kathleen Joaquin to the position of Chief Industry Operations Officer, replacing 25-year veteran Donald Boteler, who retired earlier in the month.

Citi Private Bank has hired two executives from Wells Fargo to serve as law firm group private banker and foreign exchange investment specialist.

Huntington Asset Services, Inc. a wholly owned subsidiary of Huntington Bancshares Incorporated, has appointed Joseph Rezabek as president of the company. Rezabek hails from Citi Fund Services, where he was managing director and head of North American Fund Services.

“Before allowing our reps to use social media, we needed a technology solution to handle our complex regulatory needs,” says Chad Oppedal, assistant director of compliance for the Principal Financial Group.

JPMorgan Securities, the brokerage arm of banking giant JPMorgan Chase & Co, is trying to lure advisers from Wall Street rivals with an unlikely pitch: "We're actually a small boutique."

JPMorgan Asset Management has hired Richard Gray as managing director and institutional client advisor, based in New York and focused primarily on corporate defined benefit plans and public fund retirement plan clients. This is a new position reporting to Andrea Lisher, East Team Lead for Institutional Advisory Sales at JPMorgan Asset Management.

Symetra Investment Services, Inc., the broker-dealer registered investment advisor arm of Symetra Financial Corporation, has hired John Forrest to serve as director of business development, responsible for managing relationships, development advisors and managing sales.