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Who's Moving Where In Wealth Management? - Levine Leichtman Capital Partners, Raymond James, Other
Editorial Staff
9 January 2019
Raymond James Levine Leichtman Capital Partners Vestmark
Raymond James has hired Chris Meekins as its first healthcare policy research analyst. Based in Washington, DC, Meekins will focus his research on regulatory and policy issues that affect healthcare.
Meekins has over seven years of experience working in Congress, most recently at the Department of Health and Human Services.
Prior to these appointments, Meekins served as a deputy assistant secretary and chief of staff to the assistant secretary for preparedness and response within the Office of the Secretary at HHS. Before joining HHS in 2017, Meekins spent time as a research analyst at FBR Capital Markets & Co, covering healthcare policy, where he advised institutional investors on the impact of policy changes to their portfolio investments.
Levine Leichtman Capital Partners, a Los Angeles-based private equity firm, has recruited David Misch as a managing director and member of its originations team. Misch is based in Los Angeles and is focused on sourcing new investment opportunities.
Prior to joining LLCP, Misch was an MD and head of the Middle Market Financial Sponsors group for the West Coast for Wells Fargo Securities, where his primary responsibilities included providing investment banking, valuation and financial opinion services to private equity firms.
Before this, Misch spent nearly 18 years in various leadership roles at Houlihan Lokey, the last 10 years of which were spent serving as managing director and head of West Coast coverage in the financial sponsors coverage group.
Haber Investment Counsel
Haber Investment Counsel, has appointed Peg Hoogs, CFA, as senior wealth advisor, where she will be responsible for managing ultra-high net worth relationships and consulting with clients on portfolio construction and manager selections.
Hoogs is also a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals.
Prior to this, Hoogs was an investment director and senior investment advisor to over 12 ultra-high net worth families at Harris myCFO, and a vice president and senior investment analyst at Balentine & Co, where she was the lead research manager for US large-cap, mid-cap and small-cap investments and for developed international and emerging markets. Before joining Balentine & Co, Hoogs was a portfolio manager and partner at Invesco, where she was head of portfolio management and construction managing over $2 billion in assets as well as a member of Invesco’s investment management committee.
Vestmark, a US firm providing portfolio management and trading software and services, has named Rob Klapprodt as corporate strategy officer, a newly-minted position. He has been at the firm since it was launched in 2001.
Klapprodt will be responsible for carrying out corporate initiatives and working with the marketing, product marketing, and finance teams.
The company is headquartered outside of Boston.