Deals and People

Retirement Industry People Moves

Milliman hires Employee Benefits senior consultant; USI Insurance acquires Carolina First Associates; Westminster Consulting hires senior consultant; and more.

By Javier Simon editors@plansponsor.com | March 03, 2017
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GW&K Appoints New Partners

GW&K Investment Management (GW&K), an investment management firm offering active equity and fixed income investment solutions, has named Robert L. Gray, James M. McCarthy, and Brian T. Moreland as partners of GW&K. 

“We are very pleased to have Bob, Jim and Brian as partners of the firm,” says Harold G. Kotler, chief executive officer and chief investment officer. “In an investment environment that continues to change and present new challenges, we are happy to have professionals of their caliber help us provide a broad spectrum of top-tier investment solutions and resources for our clients. We look forward to their continued success.” 

Since joining the firm in 2001, Gray has developed many of GW&K’s strategic distribution relationships and serves as head of national accounts. He earned his bachelor’s degree from Denison University.

McCarthy, who joined the firm in 2003, is director of GW&K’s client service group and has managed key relationships in the firm’s Private Client business. He earned a bachelor’s degree from Marist College, and a master’s degree in finance from Boston College. He has also earned the CFA designation, and is active in several industry organizations including the CFA Institute and the CFA Society Boston.

Moreland joined the firm in 1998 and he serves as a portfolio manager for the municipal bond team and as a member of GW&K’s Investment Committee. He graduated from Boston College with a bachelor’s degree in finance and earned the CFA designation. He participates in many industry organizations including the Boston Municipal Analysts Forum, the National Federation of Municipal Analysts and the CFA Institute.

NEXT: Milliman Hires Employee Benefits Senior Consultant

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