Deals & People January 19, 2012

New York Life Adds Two Sales Executives

New York Life Retirement Plan Services added two veteran sales executives.
Reported by

Shannon Knapp was appointed vice president of institutional sales for the mid- and large-retirement plan markets in the South/Central territory. The firm also promoted Glenn Macdonald to vice president, DCIO Stable Value, serving in the East region.   

Macdonald was previously a second vice president and senior investment specialist with New York Life. The two report to Patrick Murphy, who became New York Life Retirement Plan Services’ managing director of sales last September.  

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Knapp spent the last 11 years at Lincoln Financial Group, most recently as director of institutional retirement solutions. Knapp holds a Bachelor of Science degree in commerce and business administration from the University of Alabama and is based in Dallas.   

Prior to joining New York Life in 2010, Macdonald worked for 16 years in Fidelity Investments’ retirement business, most recently in its Pyramis Global Advisors unit as a Northeast regional relationship manager. He graduated from St. Anselm College with a Bachelor’s degree in business administration.

 

Deals & People January 19, 2012

Putnam Adds Two Team Members

Putnam Investments hired Charlotte Walsh and Greg Weissman as consultant relations professionals.
Reported by

Walsh and Weissman, based in Chicago and Boston, respectively, will report directly to Joseph Phoenix, head of Putnam Global Institutional Management. The two are joining a senior-level consultant team that includes Keith Thomas in London and Anne Lundberg in Chicago, as well as two Boston-based consultant relations associates, all of whom will maintain their current roles. The new team will be dedicated to serving the needs of institutional asset management consultants worldwide.    

Walsh joins Putnam from Ranieri Partners, where she was managing director and focused on direct sales and consultant relations. Walsh has a long history of consultant relations experience at firms such as Allegiant Asset Management, Oppenheimer Capital and Banc One Investment Advisors/JP Morgan Asset Management, as well as investment consulting experience at Stratford Advisory Group and William M. Mercer Investment Consulting. She attended Northwestern University and is a CFA charterholder.     

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Weissman joined the firm from Old Mutual Asset Management, where he was senior vice president, director of consultant relations. Before that, he was director, institutional sales for Cowen & Company. Weissman also held senior roles at Pacific Crest Securities and Jefferies & Company. He is a graduate of Southern Methodist University, Edwin Cox School for Business.

 

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