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— Movers and Shakers —
Wachovia Corp. chief financial officer Thomas Wurtz is stepping down after two and a half years in the role and another seven as treasurer. Wurtz will depart when the company names a successor. Janney Montgomery Scott LLC expanded its capital markets team with four hires. Craig Fertel, the director of taxable fixed income sales, is rejoining the firm from Bell Rock Capital LLC.
Michael Stevenson arrives as director of institutional sales. He comes from Merrill Lynch & Co. Dale Foard moves from Morgan Keegan & Co. and will be first vice president and manager of municipal institutional sales, trading and underwriting. Tom Kozolik will serve as vice president of public finance. He was at Bear Stearns Cos.
Fertel, Foard and Kozolik will work at Janney's Philadelphia headquarters, while Stevenson is based in New York. Stifel, Nicholas & Co.'s public financing group has established an East Lansing, Mich., office and hired four former Wachovia-A.G. Edwards bankers. Brenda Voutyras will be a senior vice president and moves from the Wachovia Securities LLC affiliate, having served as a managing director and lead banker for the firm's Michigan office. Robert Regan is a first vice president. He was vice president of the Wachovia-A.G. Edwards public finance office in Michigan. Annette Schoenheider will be a vice president. She had been an associate and support banker at the public finance office. Associate Gregory Baracy Jr. was an analyst with Wachovia-A.G. Edwards. Middle market investment bank Lincoln International LLC has opened an office in Tokyo and named Tetsuya Fujii as a managing director. The office will focus largely on advising Japanese companies in cross-border acquisitions. New York private equity firm J.C. Flowers & Co. LLC has named David Morgan operating partner and chairman of its Australia operations. Morgan is a BHP Billiton Ltd. director and was previously the chief executive of Westpac Banking Corp. Barclays Global Investors has added Alejandro Reynoso as its chief investment officer and regional director for Latin America. Reynoso will focus on product development and management across the region, as well as distribution initiatives in Mexico and offshore markets. He moves from the Mexican Stock Exchange where he was managing director of corporate strategy. Brian Torrisi was named managing director and head of U.S. consultant relations for Manulife Financial Corp.'s asset management arm MFC Global Investment Management. He reports to Frank Saeli, the firm's senior managing director and head of U.S. sales and relationship management. Previously, Torrisi was a partner with Lee Munder Capital Group and served as director of consultant relations. Desiree Runes has joined Thompson National Properties LLC as corporate controller. Previously she was an assistant controller at Grubb & Ellis Realty Investors LLC. Vanguard Group has named AllianceBernstein LP executive vice president James Reilly and senior vice president P. Scott Wallace as managers of the AllianceBernstein portions of two funds. Reilly joined AllianceBernstien in 1985. Wallace moved to the firm in 2001. They replace senior vice president Alan Levi as fund managers. Levi is transitioning into retirement. Duff & Phelps Corp. has added Peggy Daley and Erik Laykin as managing directors in its dispute and legal management group. Daley joins in Chicago, Laykin in Los Angeles. Both move from Navigant Consulting Inc., where they had been directors in the firm's disputes and investigations group. Kirkland & Ellis LLP has added Christopher Marcus as a partner in its restructuring group. He will join the New York office Aug. 1 from Weil, Gotshal & Manges LLP, where he was a partner in the firm's business finance and restructuring practice. |
Latham & Watkins LLP has moved four partners to its Middle East offices. They are corporate attorneys Bryant Edwards (pictured) and Charles Fuller from London and Nicholas O'Keefe from Silicon Valley, as well as New York finance partner Kenneth Schuhmacher. Additionally, William Voge, a New York finance partner, and San Francisco corporate partner Tracy Edmonson, will move to London. 
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