Wilshire Associates

Phillip Enochs Joins Duff & Phelps Investment Management As Global Head of Business Development

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목요일, 5월 23, 2024

Asset Management, Professional Services, Finance, Executive Committee, Kellogg School, Enochs, Texas, Marketing, Research, Consultant, Duff & Phelps, Culture, CFA, Meal, Russell Investments, Wilshire Associates, Northwestern University, Water, Dimensional Fund Advisors, Certified Public Accountant

Duff & Phelps Investment Management Co. today announced that Phillip Enochs, CFA, has joined the company as an executive managing director and global head of business development.

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Duff & Phelps Investment Management Co. today announced that Phillip Enochs, CFA, has joined the company as an executive managing director and global head of business development.
Enochs, who also joins the firm’s Executive Committee, will be responsible for institutional distribution strategies, business development, marketing, and client service for the firm, which had $12.2 billion of assets under management as of March 31, 2024.
He reports to David D. Grumhaus, Jr., president and chief investment officer of Duff & Phelps.
Previously, he was responsible for sales, service, and marketing for the U.S. institutional and intermediary channels at BMO Global Asset Management.

Goldhirsh Foundation Names Groundbreaking All-Female Investment Committee

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목요일, 3월 14, 2024

LOS ANGELES, March 14, 2024 /PRNewswire/ -- Today, the Goldhirsh Foundation announced its new all-female investment committee—believed to be the first such investment committee at an organization of its size and scope. The committee members are: Shana Barghouti, Natasha Case, Celestine Schnugg, and Ruth Wernig.

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This new, all-female, investment committee is believed to be the first such at an organization of this size and scope.
"All four women on our new investment committee have proven themselves as business and civic leaders, as well as visionaries, during the course of their careers," said Tara Roth, President of the Goldhirsh Foundation.
The new committee – with the experience, network, and expertise they bring – further solidifies a strategic shift for the Goldhirsh Foundation's endowment.
Meet the members of the Goldhirsh Foundation investment committee:
Shana Barghouti, Co-Chief Investment Officer at ReMY Investors, a multi-family investment firm based in Los Angeles.

Bramshill Names Nicolas Amato Chief Risk Officer

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월요일, 7월 17, 2023

CFA, Investment, UCLA Anderson School of Management, Alternative investment, Risk management, Chartered Financial Analyst, Economics, Master of Finance, Partner, Chartered Alternative Investment Analyst, Research, Merrill (company), Wilshire Associates, CAIA, Security (finance)

NAPLES, Fla., July 17, 2023 /PRNewswire/ -- Bramshill Investments, an award-winning alternative asset management firm, has named Nicolas ("Nico") Amato, CFA, CAIA as Chief Risk Officer.

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NAPLES, Fla., July 17, 2023 /PRNewswire/ -- Bramshill Investments, an award-winning alternative asset management firm, has named Nicolas ("Nico") Amato, CFA, CAIA as Chief Risk Officer.
Mr. Amato has been working in Bramshill's Newport Beach, California office, and will continue to be responsible for the firm's risk management and quantitative research.
Before joining Wilshire Associates, Mr. Amato was at Dorchester Capital Advisors, a Los Angeles-based Alternative Investments manager, from 2004 through 2014.
While at Dorchester, Mr. Amato was a Partner of the firm and responsible for overseeing investment portfolios, communicating with investors, and managing the Research and Risk Management teams.

Rudy Garza Joins DoubleLine as Institutional Relationship Manager in the Western U.S.

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월요일, 6월 26, 2023

Polar Capital Technology Trust, United Kingdom, PIMCO, Royce Investment Partners, CFA, Jeffrey Gundlach, Wilshire Associates, Cryptocurrency

TAMPA, Fla., June 26, 2023 /PRNewswire/ -- Rudy Garza, CFA, who has a strong record of providing business development and institutional investor relations for several asset managers, has joined DoubleLine Capital as a Relationship Manager for institutional investors in the Western United States.

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TAMPA, Fla., June 26, 2023 /PRNewswire/ -- Rudy Garza, CFA, who has a strong record of providing business development and institutional investor relations for several asset managers, has joined DoubleLine Capital as a Relationship Manager for institutional investors in the Western United States.
Mr. Garza is based at DoubleLine's Los Angeles offices and reports to Ryan Hart, Director, Institutional, Global Relationship Management.
"Rudy brings a great depth of experience working with institutional clients across a wide variety of investment strategies," Mr. Hart said.
"All of us at DoubleLine are excited to have him onboard to help expand our institutional client base."

Angeles Investments appoints Howard Perlow as CEO and David Brief as Head of OCIO

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수요일, 6월 7, 2023

Investment, Workplace, Policy, Outsourced, Risk management, Senior management, Federation, Growth, APIC, Wilshire Associates, Cryptocurrency, Financial services

SANTA MONICA, Calif., June 7, 2023 /PRNewswire/ -- Angeles Investments, a multi-asset investment firm and Outsourced Chief Investment Officer (OCIO) with approximately $6 billion in discretionary assets and $32 billion in advisory assets, announced today the firm's co-founder Howard Perlow has been appointed its first-ever CEO and David Brief into the newly created role, Head of OCIO.

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Perlow has spent the last several years developing Angeles' infrastructure and talent to competitively position the firm in the rapidly evolving OCIO landscape.
Brief joined Angeles five years ago and has 32 years of investment experience.
Prior to founding Angeles, Perlow began his career at Wilshire Associates followed by founding and operating Asset Strategy Consulting.
Perlow has also helped foster a diverse workplace at Angeles that, for example, has nearly two-thirds of its Investment Officers identifying as diverse.

Axxes Capital Appoints Financial Services Veterans to Key Executive Positions

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월요일, 5월 22, 2023

CORAL GABLES, Fla., May 22, 2023 (GLOBE NEWSWIRE) -- Axxes Capital (“Axxes”), a new private markets investment firm designed specifically for financial advisors, announced today it has appointed industry veterans from Capital Group and GQG Partners to serve in key executive positions as the firm rounds out its leadership team and prepares for significant growth.

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CORAL GABLES, Fla., May 22, 2023 (GLOBE NEWSWIRE) -- Axxes Capital (“Axxes”), a new private markets investment firm designed specifically for financial advisors, announced today it has appointed industry veterans from Capital Group and GQG Partners to serve in key executive positions as the firm rounds out its leadership team and prepares for significant growth.
Gary Bachman, a former managing director and head of strategic initiatives at Rajiv Jain’s GQG Partners, has been appointed as Chief Financial Officer (“CFO”) for Axxes.
Kirk Kazanjian, former Chief Marketing Officer (“CMO”) for Capital Group’s private client business, has been appointed as global CMO for Axxes.
“Axxes Capital was built to deliver institutional-quality private market solutions for financial advisors to construct the ‘alternative’ allocation of client portfolios,” said Axxes founder, Chairman and CEO Joseph DaGrosa.

The Pacific Financial Group Lowers Fees on 36 SDBA Model Strategies

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화요일, 2월 28, 2023

Multimedia, Pacific Ocean, SDBA, Retirement, 401(k), Wilshire Associates, TAMP, 403(b), Financial adviser

"Our goal has always been to make top-tier investment management available and affordable to every retirement saver, regardless of account size."

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"Our goal has always been to make top-tier investment management available and affordable to every retirement saver, regardless of account size."
The TPFG mission is crystal clear: Improve investment outcomes for today's retirement plan participant to help them achieve financial independence and a worry-free retirement.
These strategies are available to advisors inside our award-nominated Strategy PLUS Model Portfolio program and incorporates a range of investment options from Active to Passive and Strategic to Tactical.
Founded in 1984, The Pacific Financial Group, Inc. (TPFG) provides financial advisors with a complete suite of programs dedicated to building, managing, and preserving wealth for every investor.

Leader in Emerging Liquid Private Equity Alternatives Space, PEO Partners, Appoints Ray Joseph to Its Advisory Board

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목요일, 10월 13, 2022

PEO Partners, LLC (PEO), a leader in the emerging Liquid Private Equity Alternatives space, has recently announced the addition of Ray Joseph to its Advisory Board.

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PEO Partners, LLC (PEO), a leader in the emerging Liquid Private Equity Alternatives space, has recently announced the addition of Ray Joseph to its Advisory Board.
Rays appointment is consistent with PEOs strategic plans to build its institutional capabilities and to position the potentially significant role of Liquid PE in portfolio management.
View the full release here: https://www.businesswire.com/news/home/20221012006067/en/
Ray boasts over 20 years of experience in investment management, asset allocation, internal and external public markets portfolio management, and private market transactions.
PEO Partners, LLC is a leader in the emerging Liquid Private Equity Alternatives space.

Good Scout Capital Announces Ray Joseph, Rick Moreno, Stacie Olivares, and Qiana Patterson as Senior Advisors to its Growth Equity Fund Promoting Employee Ownership

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목요일, 9월 8, 2022

LOS ANGELES, Sept. 8, 2022 /PRNewswire/ -- Good Scout Capital announced the appointments of Ray Joseph, Rick Moreno, Stacie Olivares, and Qiana Patterson to the Senior Advisory Board of its employee ownership growth equity fund - Scout Fund Alpha.

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LOS ANGELES, Sept. 8, 2022 /PRNewswire/ -- Good Scout Capital announced the appointments of Ray Joseph, Rick Moreno, Stacie Olivares, and Qiana Patterson to the Senior Advisory Board of its employee ownership growth equity fund - Scout Fund Alpha.
With market backgrounds in pension funds, corporate boards, alternative asset management, endowments, and sustainable investing, the Senior Advisors are champions of building out the employee ownership asset class.
Good Scout's first growth equity fund focuses on supporting the labor supply chain of large corporations who are in search of ethical and sustainable companies to source from.
Qiana Patterson is Managing Partner at NAYAH and a founding Investment Committee Member at The Cap Table Coalition.

Sierra Investment Management Hires James St. Aubin as CIO, Ryan Harder as Chief Investment Strategist

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화요일, 7월 26, 2022

Sierra Investment Management, Inc., a leader in risk mitigation strategies through tactical investment disciplines, today announced that the firm has hired two investment personnel, James St. Aubin as Chief Investment Officer, and Ryan Harder as Chief Investment Strategist of the Sierra group of companies, effective July 18, 2022.

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Sierra Investment Management, Inc., a leader in risk mitigation strategies through tactical investment disciplines, today announced that the firm has hired two investment personnel, James St. Aubin as Chief Investment Officer, and Ryan Harder as Chief Investment Strategist of the Sierra group of companies, effective July 18, 2022.
He joins from Highmark Capital Management, where he was most recently Managing Director, Chief Multi-Asset Strategist.
The Sierra group of companies ("Sierra") comprises Sierra Investment Management , Inc., Ocean Park Asset Management , Inc., and Wright Fund Management, LLC, which manages the Sierra Mutual Funds , which include Sierra Tactical Core Income Fund , Sierra Tactical Bond Fund , and Sierra Tactical Risk Spectrum 50 Fund .
Neither Sierra Investment Management, Inc., Ocean Park Asset Management, Inc. nor Wright Fund Management LLC are affiliated with Northern Lights Distributors, LLC.