Content classifications

Fenimore Asset Management has promoted 20-year veteran Debra Perez to senior vice president, responsible for long-term strategic planning and growth of investment vehicles and services.

Putnam Investments has named Scott C. Sipple as head of investment product management and development, responsible for overseeing the firm's equity, fixed income and global asset allocation product management and development teams.

Henderson Global Investors today revealed that that, effective April 2, Iain Clark is stepping down from the daily management and operations of the International Opportunities Fund.

Nuveen Investments has promoted two portfolio managers, Emily Alejos and Andrew Thelen, to the position of co-chief investment officer of its Tradewinds Global Investors unit.

Chicago-based brokerage and investment advisory firm David A. Noyes has hired an executive away from Fifth Third Bank to join the ranks of its wealth advisors as a vice president.

Kenneth Burd has joined Delaware Investments as vice president, head of internal sales, responsible for managing the 15-member internal sales desk, which supports the firm's retail sales efforts. Burd started his position on March 5.

Investment manager Eaton Vance has named Laurie Hylton as chief financial officer and Daniel Cataldo as treasurer. They both replace Robert Whelan, who has left the company.

Great Bend, K.S.-based CPI Qualified Plan Consultants, a third-party admnistrator for retirement plans, has named 25-year veteran Jon Prescott as its president.

Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services. His primary responsibility will be launching enterprise sales and marketing initiatives for the company’s marketing tool for financial advisors, FiPath for Advisors.

Cantor Fitzgerald has named two managing directors of sales for its Prime Services Group. Both John Fiore and Marc Young will be responsible for business development and origination for hedge fund clients. In a joint statement, the two newcomers expressed their hope to be part of a growth story at Cantor Prime Services because “the mid-market hedge fund space continues to be underserved by investment firms.”

Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services.

Goldman Sachs has reshuffled a number of senior positions in its equities division in response to recent executive departures.

La Jolla, Calif.-based Altegris, an alternative mutual fund shop, has hired Amy Bennett as its new director, sales strategy and channel marketing, reporting to Andrea Trachtenberg, chief marketing officer.

Putnam Investments today named Scott C. Sipple as head of investment product management and development, responsible for overseeing the firm’s equity, fixed income and global asset allocation product management and development teams.

During the transition, Ibis plans to retain its 83 client relationships representing $300 million in assets under management.

San Diego-based Planner William Blanton and his team at Vintage Wealth Capital Management brought their $170 million book of business to Washington Wealth Management this week, in the latest addition to the rapidly growing Middleburg, Va.-based RIA.

Ameriprise Financial has lured in two new advisor teams boasting more than $204 million in client assets from Merrill Lynch and Lincoln Financial.

Santa Fe, N.M.-based Thornburg Investment Management has promoted Rob McInerney, formerly a regional consultant, to the role of national sales manager, effective March 1.

Alexander Rorke has joined Louisville-based Hilliard Lyons as senior vice president and director of public finance.

Symetra Investment Services has hired a new director of business development away from Lincoln Financial Network, the retail sales and financial planning affiliates of Lincoln Financial Group.