Rogerscasey Hires Director for Alpha Team

Rogerscasey announced that Hilary Wiek has joined the organization as a Director within the firm’s Alpha Investment Research Group, effective May 9, 2011.

Wiek joins the Global Equity team, and will help to lead Rogerscasey’s efforts in identifying best-in-class Global Equity, U.S. Equity, and Non-U.S. Equity managers.  Rogerscasey describes itself as a global investment solutions firm serving institutional asset owners and financial services firms.

Wiek has over 18 years of investment-related experience, most recently as Director of Public and Private Equity for the South Carolina Retirement System. She holds a BA in Business Administration from the University of Puget Sound and an MBA from Case Western Reserve University’s Weatherhead School of Management. Wiek also carries the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

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Chris Thompson, Managing Director within the Alpha Investment Group, states, “We are excited to have Hilary join our equity team. She brings not only very relevant manager research experience, but also the desire and tools necessary to help develop investment thought leadership within our organization.”

Wiek will be based in the firm’s Darien, Connecticut, office.

Employee Benefits Law Firm Announces Promotions

Mohler, Nixon & Williams (MNW) have promoted senior managers Ryan Koch and Brad Wall to audit partners. 

According to the announcement, Koch and Wall will continue to focus on employee benefit plan audits and assisting clients with their Employee Retirement Income Security Act (ERISA) requirements.

“Ryan and Brad are talented professionals who have distinguished themselves through commitment to client service and dedication to excellence,” says Steve Vidlock, managing partner. “During their MNW careers they have become specialists in the unique requirements of employee benefit plan audits. Their contributions to our client base in the Silicon Valley and Bay Area have been exceptional, and I know that they will continue to build on their successes in the coming years.”

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Koch specializes in all aspects of employee benefit plan audits, including 401(k) plans, pension plans, health and welfare plans and the Form 11-K filing requirements with the SEC. He has presented at the annual ERISA conference sponsored by the American Institute of CPAs, and is also one of the firm’s specialists in the audit of venture capital funds, including SBIC funds. According to the announcement, he is well-versed in a wide range of venture fund accounting issues, working with clients that range from startup funds to more established funds. Koch graduated with a degree in Business Economics with an emphasis in Accounting from the University of California, Santa Barbara, and started his career with another accounting firm before joining MNW in 2003. He is a member of the American Institute of CPAs and the California Society of CPAs.

Wall has over 10 years of experience in employee benefit plan audits. He has experience in audits of 401(k), pension, employee stock ownership, health and welfare benefit plans and the Form 11-K filing requirements with the SEC. He works closely with human resources and finance personnel as well as third party administrators and trustees in planning, performing and completing these audit engagements. Brad has been a featured speaker in webinars and conferences. Prior to joining MNW in 1999, he started his career with another accounting firm. He is a graduate of California Polytechnic State University, San Luis Obispo, and is a member of the American Institute of CPAs and the California Society of CPAs.

Mohler, Nixon & Williams provides audit, tax, outsourced accounting and employee-benefit plan audit services.  More information is available at http://www.mohlernixon.com

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