Simmons joined the DCIO team as a regional sales director of defined contribution, investment only, covering the West Coast. He will work with key platforms, consultants and advisers to expand DCIO sales and relationships. Simmons was previously the national sales manager for DCIO and sub-advisory services at an independent investment manager. Based in California, he will report to Chris Barlow, national sales director of DCIO.
Kowalke has joined the institutional sales team as a relationship manager. She was most recently vice president of institutional sales at a global investment firm, focused on the development and execution of the institutional sales for western California. She has distribution experience in global equity, fixed income, convertibles and alternatives, including a hedge fund. Before that, Kowalke was a director of institutional markets at Dow Jones Indexes. She is based in southern California and will report to Mark Osterkamp, managing director and head of institutional sales and service, BMO Global Asset Management.
Stapleton has joined the short-duration fixed-income group as an assistant portfolio manager. He has five years of fixed-income experience; his most recent role was spent on a sell side institutional trading desk assisting in mortgage/corporate trading as well as client relations. Stapleton will report to Peter Arts, managing director and head of taxable short fixed income.