People News Archives: 2018

Tom Groark, formerly with J.P. Morgan Asset Management, is now with Western Asset Management.

Viktoria Baklanova has joined the Federal Reserve Bank of New York in a "Financial Risk Oversight" function. She was previously at the Department of Treasury's Office of Financial Research and "will be conducting oversight of counterparties that engage in transactions with FRBNY, including reverse repo activities."

A press release tells us, "Brian O'Donnell has joined Northern Trust Asset Management as Head of Business Strategy, Enablement and Administration for the Funds and Managed Accounts Group.... O'Donnell joins from BlackRock, where he was Head of Americas Cash & Liquidity Sales and Distribution."

Mike DiMeglio is no longer with Jefferies. He was previously SVP and Head of Front End Agency Trading.

Fidelity Investments President of Asset Management Charlie Morrison will retire at the end of 2018, reports The Wall Street Journal. Morrison previously served as the head of the fixed-income group and head of the money market group.

U.K.-based publication Treasury Today writes on "Women in Treasury: Yeng Butler, State Street Global Advisors," which profiles SSGA Senior MD & Global Head of Cash Business Yeng Butler.

Steve Kraus is a new Vice President of NA Liquidity Sales for Citi - Treasury & Trade Solutions.

Matt Jones is the new Head of Liquidity reporting to Marzo Bernardi at Western Asset Management. He was previously at BlackRock.

Kim Hochfeld from Morgan Stanley Investment Management has been elected Chair of IMMFA, the Institutional Money Market Funds Association. She replaces Reyer Kooy of DWS.

Citibank Online Investments is seeking a Global Deposits & Investment Head to lead the team that manages their Online Investment Portal.

Wells Fargo Asset Management is seeking an East Coast Wholesaler for its Liquidity Management Solutions team.

A filing for Vanguard Prime Money Market Fund and Vanguard Treasury Money Market Fund says, "Effective June 30, 2018, David R. Glocke will retire from The Vanguard Group, Inc., and will no longer serve as a portfolio manager.... Nafis T. Smith ... will remain as the sole portfolio manager of the Funds."

Zak Green is the new Global Head of Liquidity Sales at AllianceBernstein (AB). Green was previously at Western Asset.

A release entitled, "SEC Names Sarah ten Siethoff Associate Director in the Division of Investment Management's Rulemaking Office" says, "The Securities and Exchange Commission ... announced that Sarah G. ten Siethoff has been named the Associate Director for the Division of Investment Management's Rulemaking Office."

VP and Portfolio Manager Danny Burke is no longer with Goldman Sachs Asset Management.

Kroll Bond Rating Agency, Inc. (KBRA) is "seeking an Associate Director to join its growing Funds Rating team."

StoneCastle Cash Management is looking for an Institutional Sales professional with liquidity/cash management sales experience. See their LinkedIn posting here.

Public Trust Advisors appointed Neil Waud Chief Investment Officer.

Northern Trust Asset Management is seeking an institutional salesperson with money fund experience selling to financial institutions and corporate treasurers. To submit a resume, go to: