ICI appoints Shelley Antoniewicz as chief economist
Shelly Antoniewicz
The Investment Company Institute has appointed Rochelle “Sherry” Antoniewicz as chief economist, replacing Sean Collins, who will become senior advisor.
Separately, the institute has appointed Shane Warner as senior director of industrial and financial analysis. He will move from the Brussels office, where he held the title of senior economist, to the Washington, D.C., office.
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Mr. Antoniewicz is an ICI veteran who joined the company in 2005 and held several positions, including senior economist and senior director of industrial and financial analysis. Prior to joining ICI, he spent 13 years at the Federal Reserve Board as a staff economist and senior economist.
Collins has been ICI’s chief economist since 2017. He first joined the Institute in 2000 after serving as a staff economist at the Federal Reserve Board. His work as chief economist focused on “registered investment company flows, assets, fees, and industry organization.” Financial market issues. the costs and benefits of the laws and regulations governing the Fund; Money market funds. and financial stability,” according to the announcement.
Mr. Warner joined ICI in 2023 after working at the International Organization of Securities Commissions, where he coordinated IOSCO’s involvement in global asset management policy initiatives.
T. Rowe Price appoints Thomson to lead new investment vehicle
Justin Thomson
Justin Thomson, T. Rowe Price’s head of international equities and chief investment officer, has been named head of the new investment vehicle.
The T. Rowe Price Investment Institute was announced on October 1 to “enhance the firm’s investment talent development” and “enhance its delivery” of investment insights to clients. The institute is expected to be launched in early 2025.
Mr. Thomson, who has been with the firm for 26 years, led the creation of the institute’s charter and subsequently highlighted a selection of Mr. T. Rowe’s investment insights to clients and Mr. T. Rowe’s own investment professionals. He will lead the institute’s work in creating educational content for the world. The institute will also pursue partnerships and initiatives on topics including “portfolio construction, behavioral finance, geopolitics, and more,” according to the announcement.
“Risks are everywhere in today’s markets,” Thomson said in a statement. “Now more than ever, investors and advisors have a place to go to get timely, actionable insights from the people on the ground asking the right questions about the companies that shape the present and future of financial markets and the global economy. I need it.”
Nationwide hires Kelly as East Institutional Sales Director
tom kelly
Nationwide Retirement Solutions has hired Tom Kelly as director of its corporate sales team covering the Eastern region.
Institutional sales are focused on Nationwide’s 401(k) and non-profit 403(b) plans with more than $25 million in assets under management. Mr. Kelly will report directly to department head Oscar Rodriguez.
Kelly joins the company with 30 years of experience in the retirement plan industry, including at Transamerica and most recently, Conduent HR Services.
401GO appoints Joseph Marlo as Chief of Staff
Joe Marlo
Plan provider 401GO has named Joseph Marlo as chief of staff to provide leadership in operations, team management and execution of strategic priorities.
Mr. Marlo joins the company from HealthFleet, where he most recently served as vice president of strategic planning and operations. He also served as an intelligence officer in the U.S. Army while on active duty from 2004 to 2012, and served an additional six years in the U.S. Army Reserve.
Marlo joins 401GO shortly after the company closed a $12 million Series A funding round, according to the announcement, and his hire will help the company “attract top talent as we continue to innovate and disrupt the financial services industry.” “Efforts will be strengthened.”
IRI announces new directors
Tim Froehlich
The Insured Retirement Institute has announced two new members to its Board of Directors.
Tim Fröhlich, managing director and head of insurance, pensions, wealth and investment management at Wells Fargo, will join ICI’s board of directors.
Colleen Ticks, senior vice president and head of strategic partnerships and insurance sales at Franklin Templeton, will also join.
colleen tis
“Tim and Colleen bring solid industry experience and energy to the IRI Board of Directors,” IRI President and CEO Wayne Chopas said in a statement. “They are joining a group of highly motivated and committed leaders, and we look forward to their contributions and guidance as IRI addresses the industry’s evolving challenges and opportunities in the coming months and years. ”
