enrique brito, cfa, recently joined - the mclean group · cfa magazine / nov-dec 2004 firm in...

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Page 1: Enrique Brito, CFA, recently joined - The McLean Group · CFA MAGAZINE / NOV-DEC 2004 firm in Calgary, Alberta, Canada. Jason Segal, CFA, recently moved to NikkoCitigroup Limited
Page 2: Enrique Brito, CFA, recently joined - The McLean Group · CFA MAGAZINE / NOV-DEC 2004 firm in Calgary, Alberta, Canada. Jason Segal, CFA, recently moved to NikkoCitigroup Limited

Enrique Brito, CFA, recently joinedThe McLeanGroup - a private mid-dle-market investment

bank located in McLean,

Va., USA - as manag-ing director. Mostrecently, he was a prin-cipal with Kaizen Con-sulting Group, a mergerand acquisition firm,also in McLean.

Janice Holman,CFA, was appointed as a senior con-sttltant specializing in pension assetmanagement with Eckler Partners Ltd.,in Toronto, Ontario, Canada. She will

assist clients in establishing asset allo-cation and investment policy, perform-ance evaluation, and investment man-

ager selection. Eckler Partners is anindependent, Canadian-owned actuarialand consulting firm. Before joiningEckle;r Partners, Holman was an invest-

ment services executive at a large insur-ance firm.

Thomas Keene, CFA, recentlyjoined Hartford Investment Manage-ment in Hartford, Conn., USA, to lead

their newly created capital marketsbusiness. He will focus on structuringand issuing collateralized debt obliga-tions (where Hartford is the collateral

manager) and on developing otherinstitutional investment products. Pre-viously, Keene was a managing directorwith CIGNA Investment Management,

also in Hartford.

After five yearswith Deka Investment

in Frankfurt, Germany,Gerd Kirsten, CFA,joined independentinvestment firm F&V

VermoegensverwaltungAG in Berlin, Germany,as a partner. He will~be

responsible for setting up hedge funds(an activity made legal in Germany by

Brito

Kirsten

a law that took effect this year).Scott Moore, CFA,

joined the MontanaBoard of Investments in

Helena, Mont., USA, as

an equity investmentanalyst covering energy,utility, and commodity/specialty chemiqlstocks. Fo;rmerly, he was Moorea senior analyst with TyrEnergy in Overland Park, Kan., USA, anenergy boutique that provides compre-hensive management services to thefinancial owners of energy assets.

Lorenzo Newsome,

Jr., CFA, recently joinedFBR Investment Man-

agement Inc. in Arling-ton, Va., USA, as a direc-

tor of risk managementfor alternative assets. In

this position, he willprovide risk analysis andresearch over a broad

spectrum of alternative asset invest-ment vehicles. Previously, Newsomeworked with the Office of Federal

Housing Enterprise Oversight in Wash-ington, DC, USA, as a senior financialrisk officer.

Timothy Parker, CFA, recentlyformed Hudson Capital ManagementLLC, a registered investment advisoryfirm in Waldwick, Nj, USA, that pro;vides personalized investment advisoryservices tohigh-net-worth clients.Parker previously worked with BNYAsset Management in its office in WestPatterson, Nj, as a portfolio manager inthe New Jersey Personal Asset Manage-ment group.

Christian Robert, CFA, joined Eck-ler Partners in Toronto, Ontario, Cana-

da, as a senior consulting actuary whowill consult on all aspects of pensionplans. Previously, Robert served as vicepresident of another major consulting

Newsome

CFA MAGAZINE / NOV-DEC 2004

firm in Calgary, Alberta, Canada.Jason Segal, CFA, recently moved

to NikkoCitigroup Limited in Tokyo,japan, to manage the firm's AlternativeExecution business for japan. Hisresponsibilities include program trad-ing, connectivity, and algorithmic trad-ing. Prior to joining NikkoCitigroup,Segal was a quantitative portfolio man-ager for Goldman Sachs Asset Manage-ment in New York, NY, USA.

In early September, First Common-wealth Financial Advisors in Indiana,Pa., USA, announced the hiring ofJoseph Virostek, jr., CFA, as a financialplanner. His responsibilities includeproviding professional investmentadvice and portfolio management forindividual and business clients. Prior to

his employment with First Common-wealth, Virostek most recently served asvice president and risk analyst for Mel-lon Financial Corporation in Pitts-burgh, Pa., USA.

Jay Yoder, CFA,recently co-foundedTuckerbrook Alternative

Investments, an alterna-tive assets firm based in

Boston, Mass., USA,

where he serves as pres-ident and chief invest-ment officer. The firm

expects to launch along-short equity hedge fund, a realestate fund, and a real assets fund in

the fourth quarter of 2004. Yoder alsorecently authored Endowment Manage-ment: A Practical Guide. From 1994

until early 2004, he directed mid~sizedendowments ~ most recently at SmithCollege in Northampton, Mass., USA,and previously at Vassar College inPoughkeepsie, NY,USA.

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Yoder

Please send information regarding arecent promotion, job change, or profes-sional award to [email protected].

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