Partners Group Appoints Amoroso as Chief Investment Strategist

Anastasia Amoroso

The Partners Group has named Anastasia Amoroso as managing director and chief investment strategist for private wealth and retirement. Amoroso will assume the role at the end of June and be based in New York.

Amoroso will provide macroeconomic, private markets and portfolio strategy insights to wealth advisers and individual investors. She joins Partners Group from iCapital, where she served as chief investment strategist for four years. Her prior experience includes senior roles at J.P. Morgan and Merrill Lynch in investment strategy and portfolio management.

Chris LeClair Returns to Securian Financial

Chris LeClair

The Securian Financial Group Inc. announced that Chris LeClair has rejoined the company as an external wholesaler for its institutional retirement solutions business. LeClair will focus on distributing Securian’s longevity and stable value solutions for DC plans. He will report to Kent Peterson, vice president of institutional retirement solutions.

“We’re thrilled to welcome Chris back to Securian,” said Peterson in a statement. “His deep industry experience, combined with his knowledge of our values and culture, makes him the ideal person to help expand our reach in the defined contribution market with fiduciary-friendly retirement solutions.”

LeClair began his career at Securian in 2005 as an internal wholesaler and has since held positions at leading firms, including RBC Wealth Management, Merrill Lynch, Russell Investments and, most recently, at Bremer Bank. He also contributed to his family’s insurance business, the LeClair Group.

MissionSquare Appoints Shari Hensrud as Head of Investment Strategies

Shari Hensrud

MissionSquare Retirement announced the appointment of Shari Hensrud as head of investment strategies, effective May 29. In the newly created role, Hensrud will report directly to Chief Investment Officer Doug Coté and oversee the firm’s investment strategy and equities team.

As an adviser to the CIO, Hensrud will lead the development and enhancement of MissionSquare’s investment platform, with a focus on expanding its capabilities in traditional and alternative asset classes, including private equity.

Hensrud’s experience includes, most recently, serving as head of risk and analytics at Nitrogen Wealth, where she led risk modeling, product management and compliance efforts. Her appointment follows the promotion of Oliver Meng to head of stable value.

IRIC Elects Greg Ungerman to Board of Directors

Greg Ungerman

The Institutional Retirement Income Council Inc. announced the election of Greg Ungerman to its board of directors.

Ungerman currently serves as senior vice president and defined contribution practice leader at Callan, where he oversees the firm’s DC strategy, leads research into DC trends and provides strategic counsel to a wide range of plan sponsors. 

“Greg’s deep expertise in defined contribution plans and his commitment to advancing retirement income solutions align perfectly with IRIC’s mission,” said Kevin Crain, IRIC’s executive director. “We are thrilled to have him join our board and contribute to our ongoing efforts to enhance retirement security.”

Caprock Group Appoints Vivek Jindal as CIO

Caprock Group LLC named Vivek Jindal chief investment officer, succeeding Richard Rock, a founding member of the firm who served in the role for nearly two decades.

Jindal most recently served as head of growth and private markets at Corient, following its acquisition of Kore Private Wealth, where he was CIO. His previous roles include principal of investments at the Charles and Lynn Schusterman Family Philanthropies and manager due diligence at Blackstone.

“As we embark on Caprock’s next chapter of growth, Vivek’s proven leadership and expertise will elevate our investment platform,” said Gregory Brown, co-CEO of Caprock. “He will help ensure we continue delivering exceptional opportunities and value to our clients.”