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The Investment Management Consultants Association is promoting Sean R. Walters, 40, to executive director, from deputy executive director, as of March 1.
The Investment Management Consultants Association is promoting Sean R. Walters, 40, to executive director, from deputy executive director, as of March 1.
He will be responsible for all membership, marketing and education operations, as well as the firm’s conferences, corporate relations, marketing and communications departments.
Hartford Investment Management Co., a subsidiary of The Hartford Financial Services Group Inc., has hired Joseph Darcy, 53, as an executive vice president.
He will be the sector head of municipal finance and will manage both The Hartford High Yield Bond Fund and The Hartford Tax-Free National Fund.
Previously, he spent 16 years at BNY Mellon Asset Management, where his responsibilities included portfolio management and overseeing the firm’s research and trading platforms.
Cambridge Investment Research Inc. has promoted Ryan Reineke, 37, to senior vice president of operations and technology, from executive technology architect.
He will be responsible for brokerage, trading, work flow and imaging operations, as well as technology development.
In addition, the firm has promoted Jerry Oliver, 58, to vice president and chief financial officer, from vice president of finance and accounting.
He will provide executive oversight to the firm’s finance and accounting divisions, in addition to supervising the Continuity Partners Group.
VSR Financial Services Inc. has promoted Jim Blosser, Michelle Galeski and Cristi Meyers to posts as vice presidents.
Mr. Blosser, 56, will serve as vice president of recruiting, re-sponsible for enlisting financial planning advisers for VSR. Previously, he was the vice president for the Midwest region, where he worked on business development and recruiting.
Ms. Galeski, 34, will serve as a vice president of business development and will manage the business growth of VSR’s 280 independent registered representatives across the country. Previously, she was assistant vice president of marketing, specializing in the promotion of alternative in-vestments.
Ms. Meyers, 48, will also serve as a vice president of business development, overseeing business growth and supervision of VSR’s registered representatives. Previously, she was vice president for the North Central region, where she managed recruitment and business development.
Black Diamond Performance Reporting LLC, an investment data collection vendor, has hired David Welling, 41, as chief solutions officer.
He will work with the senior management team and will oversee sales, marketing and product management. Mr. Welling will also work with clients.
Previously, he was a vice president at Schwab Advisor Services and spearheaded the company’s signature retail-referral strategy.
Robeco-Sage, a part of the Robeco Group NV, has hired Michael Welch, 41, as director of business development.
He will focus on relationships with institutions, consultants, wealth management firms and private banks.
Previously, Mr. Welch was a managing director and director of marketing for Coast Asset Management LLC, where he managed the firm’s relationships with financial intermediaries and institutional clients.
Burton Enright Welch, an independent wealth management firm, has promoted Jeremy Welch, 30, to partner, from director of planning and research.
He will be responsible for managing client relationships and will oversee the firm’s growth.
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