Deals & People April 17, 2013

Chicago Equity Firm Names Fixed-Income Hire

Chicago Equity Partners LLC hired Paul M. LaCoursiere as managing director and senior fixed-income portfolio manager.
Reported by

In addition, Michael J. Budd has been promoted to managing director.

LaCoursiere will focus on investment strategy and risk management for the firm’s suite of fixed-income products. He previously held portfolio manager and senior strategist positions at Munder Capital Management, Barclays Global Investors, and Aviva Investors. LaCoursiere holds a bachelor’s degree from the University of Michigan and a master’s of business administration from the University of Chicago. He also holds the Chartered Financial Analyst (CFA) designation.

For more stories like this, sign up for the PLANADVISERdash daily newsletter.

Budd is a senior fixed-income portfolio manager specializing in the mortgage, asset-backed and agency sectors. He is a founding member of the fixed-income team and is responsible for developing the investment process in use today.

Founded in 1989, with $10.3 billion in assets under management as of March 31, Chicago Equity Partners is an institutional money manager.

Deals & People April 17, 2013

CFA Institute Appoints Managing Directors

CFA Institute appointed Thomas Robinson as managing director of Americas operations, and John Bowman and Stephen Horan as managing directors of education.
Reported by

Robinson has worked with CFA Institute for six years, most recently serving as managing director of education. CFA Institute recently established the Americas region, which will include Canada, the United States, the Caribbean and Latin America.

Robinson has a background in education and investment management, having worked as an associate professor and director at the University of Miami and an independent financial adviser and tax consultant. In addition to a CFA charter, Robinson holds Certified Financial Planner (CFP), Chartered Alternative Investment Analyst (CAIA) and Certified Public Accountant (CPA) designations.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

Robinson earned a bachelor of arts degree in economics from the University of Pennsylvania and a master of accountancy degree and doctorate of accounting from Case Western Reserve University.

Bowman and Horan, both holding CFA charters, will join the leadership team as managing directors of education. They will provide strategic leadership for educational content and examinations, and educational programs and program relationships.

Bowman will be responsible for CFA, CIPM and Claritas program leadership, regulator and program recognition, university relations, scholarship programs, regional education initiatives and special projects. He most recently served as the head of the Claritas Investment Certificate program for CFA Institute, and has analyst and investment management experience with State Street Global Advisors, Mellon Growth Advisors and Zacks Investment Research.

Horan will lead curriculum development, examination development, publications, candidate products, exam administration and security, and the CFA Institute Research Foundation. Prior to his role as the head of university relations and private wealth, Horan served as a professor of finance at St. Bonaventure University, a principal of Alesco Advisors and a forensic economist in a private practice. 

«