Deals & People March 22, 2012

Great-West Appoints Sales Director

Great-West Retirement Services appointed Harriet Jacobs regional sales director for its Government Markets business. 
Reported by

In this role, Jacobs will identify, call upon and sell Great-West retirement services to state and local governments in the western U.S. Jacobs is based in Los Angeles.

Before joining Great-West, Jacobs spent 17 years with the State Street/CitiStreet/ING companies. Her most recent position was serving as vice president, institutional business development for tax-exempt markets, with CitiStreet/ING from 2003 to 2012. Before this, Jacobs spent eight years as vice president, government market, with State Street/CitiStreet. During this timeframe, her responsibilities included serving as chief marketing officer for the CalPERS 457 program. From 1982 to 1994 Jacobs, held increasingly responsible sales and marketing positions at ICMA Retirement Corporation.

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Jacobs earned a bachelor’s degree in psychology from Pitzer College and a master’s degree in social work from the University of Connecticut. She holds NASD Series 6, 63 and 26 licenses and Certified Retirement Administrator and Certified Retirement Counselor designations.

Jacobs is a member of the National Association of Governmental Defined Contribution Administrators (NAGDCA), the National Forum for Black Public Administrators and the College and University Professional Association for Human Resources. She also served on the Ethics Committee for the International Foundation for Retirement Education and the Awards Committee for NAGDCA.  

 

Deals & People March 22, 2012

Sentinel Changes Portfolio Management Teams

Sentinel Investments has changed the portfolio management teams for four mutual funds.
Reported by

Following Elizabeth Bramwell’s retirement, Senior Vice President Betsy Pecor, as well as vice presidents Carole Hersam and Matthew Spitznagle, will take over management of the Sustainable Growth Opportunities Fund (Class A: WAEGX, Class I: CEGIX).

The fund will be renamed the Sustainable Mid Cap Opportunities Fund. The team, led by Pecor, has worked together for more than six years and collectively has more than 46 years of industry experience. The new management team will maintain the fund’s focus on sustainable investing, which includes environmental, social and corporate governance screening as core aspects.

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Jason Doiron, senior vice president, will be added as a portfolio manager to Sentinel’s Balanced (Class A: SEBLX, Class C: SBACX, Class I: SIBLX), Government Securities (Class A: SEGSX, Class C: SCGGX, Class I: SIBWX), and Short Maturity Government Funds (Class A: SSIGX). Doiron is an 11-year industry veteran and risk specialist, overseeing fixed income and derivatives management for Sentinel.

As part of the team overseeing the Balanced Fund, Doiron will continue working closely with Dan Manion, senior vice president, who will become the lead portfolio manager for the fund. Manion is head of the firm’s equity research efforts and manages four of the firm’s funds.

These changes will go into effect March 29, 2012.

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