David Barrett Partners

David Barrett Partners

In the News

  1. RPMI Railpen names Ted Jennings Senior Investment Manager on Private Markets Team

    RPMI Railpen has appointed Ted Jennings to the newly created position of Senior Investment Manager for the pension's Private Markets team. In this role, Jennings will head the Defensive Team and will be responsible for Railpen's Long-term Income Fund, which launched in 2016 to look for returns from less liquid assets with more predictable cash flows. Railpen manages assets of the £28 billion ($36.6 billion) Railway Pension Scheme, London. Jennings comes to Railpen from Aviva where he was Portfolio Manager for the Alternative Income Solutions Fund.

    Details in Institutional Asset Manager September 19, 2018
  2. Michelle Ostermann named Chief Fiduciary Officer, Investments at RPMI Railpen

    RPMI Railpen announced that it has appointed Michelle Ostermann in the new position of Chief Fiduciary Officer, Investments. She will oversee investment strategy and risk appetite of the £28bn railway pension schemes and define the range of RPMI Railpen's internally managed pooled funds. Ostermann brings 25 years of experience in the Canadian pensions, investment and insurance industries to the role. Prior to this appointment, she served as the Senior Vice President, Corporate & Investor Relations at British Columbia Investment Management.

    Details in Investments & Pensions Europe September 12, 2018
  3. Cook Children's Health Care launches CIO search

    The Fort Worth foundation, with $2 billion in assets under management, has retained David Barrett Partners to assist with the search.

    Details in Institutional Investor August 24, 2018
  4. Aberdeen Standard Investments names David Lam as Head of Hong Kong

    David Lam, previously Chairman of the Advisory Board at Carret Private Investments, has been appointed Head of Hong Kong for Aberdeen Standard Investments. In this role, Lam will be responsible for managing the Hong Kong team and driving long term growth strategy for the business. He will report to Ian Macdonald, Deputy Head of Asia Pacific at Aberdeen Standard Investments.

    Details in Citywire Asia August 9, 2018
  5. University of Pittsburgh appoints Greg Schuler as Chief Investment Officer

    The University of Pittsburgh's Board of Trustees approved the appointment of Greg Schuler as the University's new Chief Investment Officer to handle the investment and management of the University's endowment. Prior to this appointment, Schuler served as the CIO and treasurer for BJC Healthcare, a nonprofit healthcare organization based in St. Louis, Missouri.

    Details in Chief Investment Officer June 29, 2018
  6. Robeco appoints Tom Keenan as Head of Wholesale Asia ex-Japan at Robeco

    Robeco has named Tom Keenan as Head of Wholesale Asia ex-Japan. Based in Singapore, he will report to Graham Elliot, Head of APAC Distribution and will focus on expanding relationships with intermediaries including banks and wealth managers, insurance companies and independent financial advisors in the region. Prior to Robeco, Keenan was Head of Private Bank & Wealth Distribution for Asia ex-Japan, based out of Singapore, and Head of iShares ETF Specialist Sales in Hong Kong for BlackRock.

    Details in Robeco Press Release January 30, 2018
  7. Vanessa Bailey
    (1966 - 2017)

    It is with a heavy heart that we report that our friend and colleague, Vanessa Bailey, passed away on August 16, 2017 after a tenacious, courageous and private battle with cancer.

    Details in In Memoriam Announcement September 14, 2017
  8. Maureen Beshar appointed Head of Robeco US

    Maureen Beshar has been appointed Head of Robeco Institutional Asset Management US Inc. She will oversee Robeco's strategic business expansion in the US market and lead the sales and client relationship management effort from Robeco's newly opened New York office. Prior to joining Robeco Maureen was Executive Committee Member and Head of Global Institutional Distribution, Client Service and Marketing at Nuveen Investments.

    Details in Robeco Press Release September 7, 2017
  9. David Barrett Partners conducts global external review for Wellcome Trust, the UK's biggest charity

    David Barrett Partners conducted a global external review for the Wellcome Trust in connection with internal appointments to newly defined investment leadership roles as Danny Truell, Chief Investment Officer since 2005 and Managing Partner, becomes Emeritus Partner later this year. Nick Moakes has been appointed Managing Partner and Chief Investment Officer and Peter Pereira Gray has been appointed Managing Partner and Chief Executive Officer, Investments. Wellcome Trust is the UK's largest charity with assets under management of approximately £21 billion.

    Details in Wellcome Trust News August 10, 2017
  10. Robeco appoints Shiro Tsubota as President of Robeco Japan

    Robeco has named Shiro Tsubota as President and Representative Director for Japan. He reports to Graham Elliot, Head of APAC Distribution in Hong Kong and will focus on expanding Robeco's Japan business as well as current investment strategies for Japanese investors. Prior to Robeco, Tsubota was Chief Executive Officer for Henderson Global Investors Japan.

    Details in Robeco Press Release July 31, 2017
  11. UTIMCO names Britt Harris as CEO and Chief Investment Officer

    The University of Texas/Texas A&M Investment Management Company (UTIMCO) has named Thomas Britton "Britt" Harris IV as CEO and chief investment officer to oversee more than $40 billion in assets under management. A graduate of Texas A&M, Harris was previously chief investment officer of the Teacher Retirement System of Texas with $140 billion in assets. UTIMCO's Search Committee engaged David Barrett Partners in a nationwide search.

    Details in University of Texas System News June 16, 2017
  12. Trends in Private Equity Recruiting

    Human Capital: The Indispensable Asset Class is a periodic newsletter published by David Barrett Partners focusing on noteworthy human capital developments in our practice areas. Private Equity Recruiting is the first in the series highlighting themes for 2017.

    Details in Human Capital: The Indispensable Asset Class March 23, 2017
  13. Dartmouth College Appoints Alice Ruth, a Former Money Manager for Michael Bloomberg, as New Endowment Chief

    Dartmouth College has hired Alice Ruth as chief investment officer to oversee its $4.5 billion endowment. A Dartmouth alumna, Ruth was previously chief investment officer of Willett Associates, Michael Bloomberg's family office and family foundation. David Barrett Partners assisted Dartmouth with the search.

    Details in The Wall Street Journal March 13, 2017
  14. Leading Private Equity Recruiter Appointed Senior Advisor to David Barrett Partners

    David Barrett Partners is pleased to announce the appointment of Vanessa Bailey to a senior advisory capacity at the firm, providing it with expanded private equity practice to augment its search capabilities for family offices, traditional asset managers and endowments/foundations.

    Details in Press Release January 30, 2017
  15. TIFF Names Robert Zion Chief Operating Officer

    Robert Zion, Chief Operating Officer at Hirtle Callaghan & Co., has been named to the new position of Chief Operating Officer at The Investment Fund for Foundations (TIFF). He will report to Richard Flannery, Chief Executive Officer, and join the five-member TIFF Management Committee. David Barrett Partners assisted TIFF with the search.

    Details in TIFF Press Release (PDF) January 11, 2017
  16. T. Rowe Price Names Andrew Astley as Global Head of Product

    T. Rowe Price Group has hired Andrew Astley as global head of product, effective January 23, 2017. He will collaborate with the firm's investment and distribution teams to develop product strategies for U.S. Equity, Global/International Equity, Fixed Income, and Asset Allocation.

    Details in PR Newswire November 30, 2016
  17. Dartmouth's Pamela Peedin to Step Down as CIO; Search Underway

    The College has hired executive search firm David Barrett Partners to assist with the search.

    Details in Dartmouth News November 9, 2016
  18. Harvard Management Company Names Columbia's Narv Narvekar CEO

    David Barrett Partners conducted the CEO search for HMC which manages Harvard's $36 billion endowment.

    Details in Chief Investment Officer September 29, 2016
  19. Harvard Management Company engages David Barrett Partners to conduct CEO search

    HMC's president and CEO, Stephen Blyth, has announced his resignation for personal reasons from the $37.6 billion endowment, effective immediately. Chief operating officer Robert Ettl continues as interim CEO and David Barrett Partners has been hired to find a permanent replacement.

    Details in Bloomberg July 27, 2016
  20. Cystic Fibrosis Foundation Hires OMERS Exec as CIO

    Jack Mahler selected for one of the most sought-after CIO roles: to create a multi-billion dollar portfolio from a clean slate for the non-profit. David Barrett Partners conducted the search.

    Details in Chief Investment Officer June 24, 2016
  21. Johnson & Johnson Picks Pension CIO

    Exelon's Neil Roache has been named CIO of the Johnson & Johnson Pension Trust.

    Details in Chief Investment Officer April 18, 2016
  22. David Barrett Partners Celebrates 10 Years and Announces the Opening of its Hong Kong Office

    David Barrett Partners, a leading global boutique executive search firm specializing in investment and wealth management, is pleased to announce that, as it marks its 10th Anniversary, it is expanding to Asia, adding to its existing presence in the global financial centers of New York, London and Boston.

    Details in Press Release October 14, 2015
  23. Elizabeth M. Hewitt to Join Alfred P. Sloan Foundation as Chief Investment Officer, Senior Vice President

    The Board of Trustees of the Alfred P. Sloan Foundation has announced that Elizabeth M. Hewitt will join the Foundation as Senior Vice President and Chief Investment Officer. Ms. Hewitt was selected after an extensive six-month search conducted by the CIO Search Committee and ably assisted by David Barrett Partners, LLC. The Foundation's endowment was is valued at approximately $1.9 billion as of June 30, 2015.

    Details in Alfred P. Sloan Foundation October 6, 2015
  24. Alaska Permanent Fund Loses CIO to OCIO

    Jay Willoughby, who joined as CIO at the Alaska fund four years ago, will take the CIO slot at the Investment Fund for Foundations (TIFF), a nonprofit outsourced CIO (OCIO) shop, in October. Willoughby's innovation at a large fund like Alaska, his team-building skills and his prior work in client-facing roles made him an especially appealing candidate, says executive recruiter David Barrett, who conducted the search for TIFF. "He really raised the bar at Alaska," Barrett says, adding that Willoughby's team management skills created an attractive group in Alaska.

    Details in FundFire September 28, 2015
  25. David Barrett and Anne Keyser featured in cover story of Chief Investment Officer magazine

    When polled by Chief Investment Officer magazine, investment industry leaders positioned David Barrett Partners as one of the of the most influential investment management search firms in the United States. Anne Keyser and David Barrett were hailed as "executive recruiting's hot hand" in the cover story of Chief Investment Officer magazine: The Talent Allocators.

    Details in Chief Investment Officer (reprint) September 8, 2015
  26. Elizabeth Havens Joins David Barrett Partners' New York Office

    David Barrett Partners, a leading international boutique executive search firm specializing in investment and wealth management, is pleased to announce that Elizabeth Havens is joining their New York office.

    Details in Press Release July 24, 2015
  27. David Barrett Partners Nabs Asset Mgmt Recruitment Vet

    David Barrett Partners has named Bob Gorog as a partner at the firm's Boston office. Gorog has more than 25 years of executive recruiting experience in asset and wealth managment and specialty hedge fund practices. He previously worked with several partners at his new firm including its founder David Barrett. Gorog has recruited CIOs, portfolio managers and research professionals as well as distribution leaders at both traditional and alternative asset managers. He will continue that work at David Barrett Partners.

    Details in Fundfire.com April 24, 2015
  28. Bob Gorog Joins David Barrett Partners' Boston Office

    David Barrett Partners, a leading international boutique executive search firm specializing in investment and wealth management, is pleased to announce that Robert Gorog is joining their Boston office as Partner.

    Details in Press Release April 15, 2015
  29. BP America CIO leaves for post with American Red Cross

    Gregory Williamson was named chief investment officer of American Red Cross to oversee $6.13 billion in investment assets. Williamson was recruited for the position by David Barrett Partners. At BP, Williamson oversaw $18 billion in assets, including $8 billion in defined benefit and 401(k) assets.

    Details in Pension & Investments March 25, 2015
  30. Robert Wallace Named CEO of Stanford's Endowment

    Stanford Management Company (SMC) has named Robert Wallace as chief executive officer and chief investment officer. With endowment assets of $21.4 billion, SMC is the fourth-largest U.S. endowment by assets. Wallace is chief executive officer and chief investment officer of Alta Advisors overseeing the global, multi-asset-class investment program of this London-based private investment firm. Prior to joining Alta in 2005, Wallace worked at Yale Investments Office.

    Details in Wall Street Journal March 23, 2015
  31. William Reeser appointed Chief Investment Officer of University of Florida Investment Corporation

    The University of Florida Investment Corporation has appointed William Reeser as chief investment officer to oversee $2.7 billion in assets. The University worked with David Barrett Partners as a consultant on this national search. Reeser was previously CIO of the investing arm of the St. Jude Children's Research Hospital in Memphis, TN.

    Details in Foundation & Endowment Intelligence September 29, 2014
  32. Morgan Stanley Investment Management hires Aiden Redmond as head of U.S. Institutional Sales

    Aiden Redmond has been named managing director and head of U.S. institutional sales at Morgan Stanley Investment Management, a new position, reporting to Paul Price, global head of distribution. Previously, Redmond was head of institutional sales at Delaware Investments.

    Details in Pensions & Investments June 16, 2014
  33. Eaton Vance appoints Edward Perkin Chief Equity Investment Officer

    Eaton Vance Management (EVM), a subsidiary of Eaton Vance Corp. (NYSE:EV) has appointed Edward J. Perkin as Chief Equity Investment Officer, effective April 29, 2014. He will report to Thomas E. Faust Jr., Chairman and CEO of Eaton Vance. Perkin joins Eaton Vance from Goldman Sachs Asset Management where he was Chief Investment Officer, International and Emerging Markets Equity based in London. In this role he was responsible for leading a 50-person team of portfolio managers and analysts in eight locations. As of December 31, 2013, EVM's equity groups managed $39.2 billion on behalf of individuals and institutional investors through funds and separately managed accounts.

    Details in Eaton Vance Managment Press Release February 14, 2014
  34. John Knapp Joins David Barrett Partners from Egon Zehnder

    David Barrett Partners, the boutique executive search firm specializing in investment and wealth management, is pleased to announce that John Knapp is joining their New York office as Partner.

    Details in Press Release February 11, 2014
  35. Jagdeep Singh Bachher appointed Chief Investment Officer of University of California

    The University of California Board of Regents has appointed Jagdeep Singh Bachher as chief investment officer, Office of the President to oversee $80 billion in assets that encompasses UC's pension, endowment, short term and total return investment pools. Bachher was chosen following an international search. He has been with Alberta Investment Management Corp since 2009, currently serving as executive vice president, venture and innovation.

    Details in University of California Press Release January 23, 2014
  36. Cohen & Steers Announces Addition of Real Assets Strategist and Portfolio Manager Vince Childers

    Cohen & Steers, Inc. announces that Vince Childers, CFA, has joined Cohen & Steers, effective August 12, 2013, to lead the firm's real assets investment strategies. Mr. Childers joins Cohen & Steers from AllianceBernstein where he co-managed $2.3 billion in real assets investment strategies, including the AllianceBernstein Real Asset Strategy Fund.

    Details in Cohen & Steers Release August 13, 2013
  37. Vanderbilt names Anders Hall vice chancellor for investments and chief investment officer

    After a national search, Anders W. Hall has been named Vanderbilt University’s new vice chancellor for investments and chief investment officer, effective Sept. 3 and pending Board of Trust approval. Hall will join Vanderbilt from Duke University, where he currently serves as head of public securities. At Vanderbilt, Hall will oversee the Vanderbilt investment office, responsible for managing the university’s $4 billion endowment.

    Details in Vanderbilt University Release July 22, 2013
  38. Charles Van Vleet named Chief Investment Officer of Textron

    Charles Van Vleet was named Assistant Treasurer and Chief Investment Officer of Textron, Inc (NYSE:TXT) overseeing $8 billion defined benefit and 401(k) plan assets in the U.S., Canada and U.K. He was previously Director Pension Investments at United Technologies Corporation (NYSE:UTX) in Hartford, CT. Based in Providence, RI, Textron is one of the world's best known multi-industry companies serving a diverse and global customer base.

    Details in Textron Press Release February 6, 2013
  39. Frederico Garcia Zamora joins Standish as Senior Portfolio Manager for currency strategies

    Standish Mellon Asset Management Company has hired Frederico Garcia Zamora as senior portfolio manager of currency strategies reporting to David Leduc, Standish's CIO. Zamora will be responsible for making investment recommendations in global currencies for single sector and multi-sector fixed income strategies and managing soon-to-be-launched currency absolute return strategies. Prior to joining Standish, Zamora was a co-manager of the international fixed income, global fixed income and strategic inflation opportunities funds at American Century Investments.

    Details in PR Newswire December 3, 2012
  40. Standish hires Raman Srivastava as Co-Deputy CIO and Head of Global Fixed Income

    Standish Mellon Asset Management Company has hired Raman Srivastava as co-deputy CIO and head of global fixed income to oversee all global and non-U.S. fixed income strategies. Reporting to David Leduc, Standish's CIO, Srivastava, Leduc and David Horsfall, co-deputy CIO will be responsible for managing Standish's multi-sector and absolute return fixed income strategies. Prior to joining Standish, Srivastava was a senior investment professional and portfolio manager for Putnam's core plus, global fixed income and absolute returns teams.

    Details in Standish News Release October 1, 2012
  41. T. Rowe Price names Robert Higginbotham head of global institutional services

    Robert Higginbotham has joined T. Rowe Price Group as head of global institutional services. He will be based in London and lead the firm's business development and relationship management activities serving institutions globally and financial intermediaries outside of the United States. Previously, he served Fidelity Worldwide Investment in several senior leadership roles, most recently as CEO for the Europe, Middle East & Africa (EMEA) and Latin America regions.

    Details in T. Rowe Price Press Release September 13, 2012
  42. Hershey Trust Company appoints Eric Henry to oversee $8.5 billion Milton Hershey School Trust

    Hershey Trust Company has hired Eric Henry to serve as CEO and Chief Investment Officer to oversee the $8.5 billion Milton Hershey School Trust, which funds the Hilton Hershey School located in Hershey, PA. Milton Hershey School, founded in 1909 by chocolate magnate Milton Hershey and his wife Catherine, provides a home and an education to more than 1,850 children from pre-kindergarten through 12th grade who come from families in poverty. Most recently, Eric Henry had been the chief investment officer of the $55 billion UAW Retiree Medical Benefits Trust.

    Details in The Business Journals February 28, 2012
  43. David Ben-Ur appointed CIO of Caxton Alternative Management

    Caxton Alternative Management, the new family office set up by Bruce Kovner, founder and chairman of global macro hedge fund manager Caxton Associates, has hired David Ben-Ur as CIO. Mr. Ben-Ur was for eight years co-CIO of Corbin Capital, which manages $2.7 billion in hedge funds of funds. He will remain a partner of Corbin Capital and a strategic advisor to the firm.

    Details in P&I Daily January 25, 2012
  44. Conning recruits Michael Haylon to lead global product development

    Conning, a leading insurance client asset management firm, has hired Michael Haylon to oversee global product development while managing investment strategies reporting to CIO Richard Sega. Sega commented: "Mike's deep expertise in international investment product development and management will help us expand our product suite across all of Conning's offerings and support our global expansion plants."

    Details in FundFire January 5, 2012
  45. Wells Fargo acquires institutional global equity manager

    Wells Fargo will acquire EverKey Global Partners, a boutique global equity institutional manager. EverKey's 11-member staff led by Jeff Everett, former CIO of Templeton Global Advisors, will join Wells' asset management division, expanding the number of investment strategies offered by the firm.

    Details in FundFire December 16, 2011
  46. T. Rowe Price hires Peter Austin to head LDI solutions

    Peter Austin, longtime BNY Mellon veteran who was head of pension services, has joined T. Rowe Price as head of its new fixed income solutions group. Austin initially will focus on enhancing T. Rowe Price's liability-driven solutions business for U.S. pension funds. In a statement Mike Gitlin commented: "Our fixed income solutions group will be working with a broad range of institutional clients to provide customized investment programs and will draw upon the resources of the firm. Peter has the experience and capabilities to make our LDI effort a collaborative one for the benefits of our clients."

    Details in FundFire October 7, 2011
  47. PIMCO Hires Ravi Mattu as Managing Director and Head of Analytics

    PIMCO, which manages $1.25 trillion, has hired Ravi Mattu to oversee portfolio management analytics as well as client facing analytics globally reporting to Mohamed A. El-Erian, PIMCO's CEO and co-CIO. El-Erian commented: "Having a world-class integrated analytics framework has been key to PIMCO's success, and remains so. Ravi's expertise, experience and leadership skills will enable us to enhance further our capabilities in this important area." Mattu was most recently head of research and strategy for Citadel Securities.

    Details in Marketwire February 22, 2011
  48. David Barrett Partners to Sponsor the J.P. Morgan Tournament of Champions Squash 2011 Event

    David Barrett Partners, the boutique executive search firm with offices in New York and London, is a proud to announce its sponsorship of the J.P.Morgan Tournament of Champions Squash Event being held January 21-27, 2011 in New York City's Grand Central Station.

    Details in Press Release January 20, 2011
  49. Invesco Consultant Chief Bolts for ING

    David Barrett Partners assisted ING Investment Management in hiring Brian Baskir as head of global consultant relations, a new position at the firm. ING has $462 billion in assets under management globally.

    Details in Fundfire August 17, 2010
  50. Harvard manager goes to Gates' investment firm

    Stan Zuzic, one of Harvard University's top endowment managers is now at Bill Gates Investments, the firm that manages money for the Gates Foundation, according to a person with knowledge of the move. Jane Mendillo, CEO of Harvard Mangement wrote in an internal memo: " Stan is leaving for an exciting opportunity that promises to be a great fit with his considerable talents."

    Details in Pensions & Investment Daily June 14, 2010
  51. Fund Managers Avoid Bonus Cuts

    In a report published by David Barrett Partners, Tory Hyndman, partner in the firm's London office, explains that Fund managers have avoided bonus cuts for 2009 to retain staff and a handful of firms have paid up as a talent retention strategy.

    Details in Financial News March 19, 2010
  52. Headhunter Opens London Office

    David Barrrett Partners announces the opening of the firm's office in London with the hiring of Tory Hyndman, a veteran in the UK asset and wealth management recruiting market. David Barrett believes there is pent-up demand for new hires and that "it's a great time"" for an executive search firm focused on asset and wealth management to be expanding."

    Details in Pensions & Investment Daily September 9, 2009
  53. Kase To Lead North American Sales For SSGA

    State Street Global Advisors has named Jamie Kase executive vice president, head of global sales and marketing, a new position. David Barrett Partners assisted in the search.

    Details in Pensions & Investment Daily March 2, 2009
  54. Checking Our Crystal Ball; 10 Years Later, P&I Revisits Its List of "25 To Watch"" And Finds Most Doing Just Fine

    David Barrett provides perspective on the vast change in the investment arena since Pensions and Investments profiled 25 people to watch in institutional investement 10 years ago.

    Details in Pensions & Investment Magazine October 27, 2008
  55. New York Health Foundation Names First CIO

    Nick Smirensky, deputy CIO of the New York State Common Retirement Fund, will join The New York Health Foundation as its first-ever CIO later this month. President and CEO, James Knickman comments that "the investment landscape has become too complex for [the foundation's assets] to be handled only by the investment committee. David Barrett Partners conducted the search. "

    Details in Fundfire October 16, 2008
  56. At Deadline: Picks To Succeed Buffett

    David Barrett comments that "there are only four or five people in the world' who could fill the shoes as Warren Buffett's successor as CIO of Berkshire Hathaway. "

    Details in Pensions & Investment Magazine March 5, 2007
  57. Endowments Compete For CIO Talent

    David Barrett states that "endowments have dramatically increased CIO salaries to help lure talent"" as universities are competing for top-notch investment professionals

    Details in Fundfire September 5, 2006
  58. CIO Slot Opens At MIT As President Retires

    With the announcement of the intended retirement of the president of MIT Investment Management Company, the university gears up to conduct a search. David Barrett comments on the position and MIT's prospects for attracting candidates.

    Details in Fundfire September 1, 2005

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