Movers & shakers: July 12, 2012 - Movers & shakers(The Deal Pipeline)
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Movers & shakers

Jonathan Kallmer

Kerrisha Jenkins

Larry Berkovich

Tim Kelly

Wael Aburida

J. Andrew Jackson

Tyler Wolfram

Todd Fitzpatrick

Movers & shakers: July 12, 2012

by Baz Hiralal

Citigroup Inc. hired technology bankers Jon Krahulik, Herb Yeh and Sean Rogers from Bank of America Merrill Lynch, and Ethan Zweig from Credit Suisse Group. They are managing directors.

Krahulik, based in Palo Alto, Calif., focuses on semiconductors and led coverage of cleantech at BofA Merrill. Prior to that, he was a managing director at Deutsche Bank AG. He began his investment banking career at Lehman Brothers Holdings Inc. in 1998 after spending several years as a corporate lawyer at Crane, Kelley, Greene and Parente.

Yeh covers large-cap technology and began his career as a corporate and securities lawyer at Cleary, Gottlieb, Steen and Hamilton LLP in New York.

Palo Alto-based Zweig was a managing director and co-head of the technology mergers and acquisitions group at Credit Suisse . Zweig first joined CS in 1998 and was a founding member of Union Square Advisors from 2007 until 2010.

Rogers, working from New York, focuses on communications equipment and was BofA's head of Europe, Middle East and Africa technology. He previously led coverage of the communications equipment sector. Prior to joining BofA in 2004, he spent seven years with Salomon Smith Barney and Citigroup Inc. Rogers began his career in 1995 in the Chase Securities M&A group.


Credit Suisse Group hired Nicole Yuen as managing director and head of Greater China equities. Yuen spent 18 years at UBS, where she was head of China equities since 2003.


Goldin Associates LLC tapped hedge fund veteran Marti Murray as a managing director and a member of the management committee, effective Aug. 6. In 1995, she founded Murray Capital Management Inc. In 2008, the distressed-debt business of Murray Capital was acquired by Babson Capital Management LLC, where Murray led the distressed-debt investing group until co-founding an independent financial consulting practice, Murray & Burnaman.

Murray began her career in 1982 at Bank of America Corp., joined Oppenheimer & Co. in 1987 and, in 1990, joined broker-dealer Furman Selz.


Lazard appointed Bill White, former U.S. deputy secretary of energy and three-term Houston mayor, as chairman of Lazard Houston. Prior to being elected mayor of Houston in 2003, he spent six years as CEO of Wedge Group Inc.


In New York, Leerink Swann LLC tapped investment banker Lance Alstodt as a managing director from Oppenheimer & Co., covering medical technology.

He was a managing director in Oppenheimer's investment banking group and previously worked at Bank of America Merrill Lynch and JPMorgan Chase & Co.

Alstodt reports to James Boylan, senior managing director and head of investment banking.


James Taylor will succeed Andrew Blocher as chief financial officer of Federal Realty Investment Trust on Aug. 15. Taylor was most recently a senior managing director and head of real estate investment banking at Eastdil Secured Wells Fargo.


Private equity manager Quay Partners hired 12-year Pantheon Ventures veteran Jeffrey Reed as a U.S. partner. Reed will work with Ian Deas in San Francisco.


Duncan-Williams Inc., a family- and employee-owned investment firm in Memphis, added two offices and four investment bankers. Joining the new public finance office in Dallas from M. R. Beal & Co. are vice president Brit Stock and managing director Karl Biggers. Dave Meagher joined the new Nashville office firm as director of healthcare investment banking from Morgan Keegan & Co.

Also from Morgan Keegan, vice president Rick Coad joined the firm in Birmingham, Ala.


Karen Blando joined BTIG LLC's research sales team as a managing director. She worked in equity research and quantitative sales at Macquarie Capital for about four years and spent eight years at Bank of America Corp., where she was a managing director and former head of New York institutional sales.


Loeb & Loeb LLP announced that Roger Peng joined the firm as a partner in its Beijing office. Peng was a partner at Paul Hastings LLP and was previously managing partner of Hogan & Hartson LLP's Beijing office.


Crowell & Moring LLP added Jonathan Kallmer to its international trade group in Washington as counsel. Kallmer hails from the Office of the U.S. Trade Representative, where he was deputy assistant U.S. trade representative of investment.


Partners Peter Castellon, Katherine Mulhern and Roberto Bruno and senior counsel Maximilian Kirchner will join Proskauer Rose LLP in September in the capital markets group in London.

Castellon will join from Citigroup Inc. in London, where he is deputy general counsel, banking and capital markets. Mulhern will arrive from Kaye Scholer LLP, where she is a corporate partner. Before that, she was head of the U.S. capital markets practice in the London office of Hogan Lovells. Bruno is a senior attorney in the corporate department of Cravath, Swaine & Moore LLP.

Kirchner will join from the New York office of Latham & Watkins LLP.

Clippings from the next column:

-- Atlantic-Pacific Capital names Mark Bourgeois, former Americas CEO of Credit Suisse Asset Management, as president and CEO.
-- Moelis & Co. hires Manisha Girotra, formerly of UBS, as CEO of Moelis India, based in Mumbai.
-- Trading platform QuantumFX taps Maxine Dennis as an institutional sales executive.
-- Espirito Santo Investment Bank enlists Dennis Holtzapffel as head of DCM origination for Spanish speaking Latin America.

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Crowell & Moring LLP added Jonathan Kallmer to its international trade group in Washington as counsel.


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