The founder of a successful asset management firm recently told me that perhaps if his firm had better marketing, they might have more assets under management.

The Certified Financial Planner Board of Standards was thinking along the same lines when it hired Tom Crowder for a newly created position, managing director of marketing and business development.

The idea is to increase public awareness of - and preference for - the use of CFPs for their financial advice. Crowder will be charged with growing the number of CFPs across the country. As part of his job, he will also create marketing initiatives and collaborations with other organizations.

Crowder was vice president of marketing at Verizon, where he led marketing and communication efforts like the launch of Verizon Freedom, which touted the telecommunication giant’s bundled product offering. He also held senior positions at J. Walter Thompson and other advertising agencies, where his programs won national awards and appeared on Advertising Age magazine’s annual best TV commercials list.  

“This is an important hire for CFP Board, because it builds our capacity to communicate the value of working with a CFP professional,” Kevin R. Keller, chief executive officer of the CFP Board of Standards. “We are confident that [Crowder] will advance the CFP certification brand as the recognized standard of excellence for personal financial planning.”

* * *

Atlantic Trust Private Wealth Management, based in Atlanta, hired Adam Karpf as a portfolio manager. He was head of master limited partnership research and portfolio manager for Magnetar Capital. Also, Clayton Santimore joined the firm as a senior investment analyst. Santimore was a senior portfolio analyst at Fidelity Management and Research Company, a division of Fidelity Investments.

AUL Retirement Services, based in Indianapolis, Ind., hired Thomas E. Pohlmann as southwest regional sales director. He was a managing director for Prudential Retirement.

Barclays Wealth, the global wealth management division of Barclays Bank PLC, appointed Aaron Gurwitz as chief investment officer and head of research, economics and strategy. He will be based in New York. Kevin Gardiner was appointed head of global investment strategy, and will work from London. Gurwitz joined Barclays Wealth in 2008 as part of the company’s acquisition of Lehman Brothers’ private investment management business in the Americas. There he was managing director of portfolio advisory. Gardiner joined Barclays Wealth last year as head of investment strategy for Europe. Before that, he was global head of equity strategy at HSBC in London for six years.

Citi Private Bank has hired Shane Hiller as a director in its San Francisco office. He was a senior vice president and financial advisor for Morgan Stanley Private Wealth Management. Also, Mark Peters joined its Philadelphia office as a director and private banker. He was a senior vice president and wealth advisor for Wells Fargo Private Bank, where he was also based in Philadelphia.

Nottingham Investment Administration, based in Rocky Mount, N.C., hired Lori Kahramanidis as its director of hedge fund services. She was an account manager team leader for Morgan Stanley Fund Services.

State Street Global Advisors, based in Boston, has hired Kristi Mitchem as a senior managing director and global head of its defined contribution business. She was managing director and head of U.S. defined contribution business at BlackRock, the New York City-based asset management firm.

Christopher E. Baggini has joined Turner Investment Partners, in Berwyn, Penn., as a senior portfolio manager and portfolio analyst. He was lead portfolio manager of the Aberdeen Equity Long-Short Fund at Aberdeen Asset Management.


To read more People on the Move click here and to read more of our other columns click here.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access