Daily People Moves – May 9


Fidelity Investments just launched the Women’s Leadership Fund led by Nicole Connolly. According to Connolly, who is Head of ESG investing and the fund’s portfolio manager, the fund will invest in companies that have either one-third women board members, a woman on the senior management team or that meet gender diversity initiatives for hiring, retention, paid leave and promotion of women.

Neuberger Berman has named Chris Kocinski as a Co-portfolio Manager of the firm’s High Yield Strategies Fund Inc. Previously, he served as a co-director of non-investment grade credit research and a senior research analyst for the firm.

Quilter Investors has named Chief Executive Paul Simpson to assume the role of Head of Investments, after Anthony Gillham’s exit from the firm.

Mick Sweeney has been appointed as Chief Executive Officer of PineBridge Investments Ireland. Most recently, Sweeney was CEO of Bank of Ireland Wealth Management.

Steven List has joined Crestline Investors as a Managing Director and Portfolio Manager. Prior to joining Crestline, he was a Partner at CR3 Partners where he focused on interim management, bankruptcy and M&A.

Private Banking / Wealth Management

Dave Thomas has been promoted to Head of International at RBC Wealth Management. Based in London, he will also continue his present role as chief executive of RBC Capital Markets Europe.

Citi Private Bank has named Laurence Mandrile-Aguirre as Head for Switzerland and Monaco. Mandrile-Aguirre will be moving from London to Geneva for this role. She was previously head of investment counseling for the UK.


Tune Insurance has appointed William Foo as Chief Executive Officer for Malaysia. Most recently, Foo served as chief operating officer at QBE Malaysia.

Back / Middle Office

HighTower Advisors has announced three senior executive appointments. Ex-Private Advisor Group Abby Salameh is joining the firm as Chief Marketing Officer. Gregory Fink, formerly of ACG Wealth is appointed as Head of Adviser Success. Catherine Davies has been hired as Chief of Staff. Davies used to work for Fidelity Brokerage Services and Fidelity’s National Financial Services.

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