Kimberly Mustin and Joseph Moran join the distribution group as Head of Strategic Accounts and Head of Wealth Management, respectively. In marketing, Lori Heinel joins as Head of Investment Services and Barbara Reinhard joins as Director of Client Reporting and Communications.
Mustin joins to head the newly formed Strategic Accounts department, a unified group that will allow for seamless cooperation and sharing of information and resources across the Retail, Institutional, Large Trust Banks, and DCIO/Subadvisory sales channels, according to a press release. She joins from Legg Mason where she was a Managing Director and Co-Head of Americas Distribution.
To establish a stronger presence with RIAs, Trust Banks, and Family Offices, Moran joins as Head of Wealth Management – a newly formed department. Moran joins from DWS Investments, a unit of Deutsche Asset Management, where he had been since 1996. He most recently held the position of Managing Director and Head of the Financial Institutions Group.
Investment Services, headed by Heinel, is a newly created department within marketing that will develop investment thought leadership and provide clients with greater access to the firm’s investment knowledge, the announcement said. Heinel joins from Citi Private Bank, where she was a Managing Director and Head of Investment Solutions. In this role she managed sales and advice teams that delivered products and solutions to clients. She also created research papers, investment positioning statements and increased clients’ awareness of topical investment opportunities through speaking engagements.Reinhard joins as Senior Vice President of Client Reporting and Communications. In this role, she will have responsibility for client investment communications and RFPs. She joins from Morgan Stanley Smith Barney where she had been since 1991. At Morgan Stanley Smith Barney she was most recently Deputy Chief Investment Strategist for the Global Wealth Management Division.
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