Retirement Industry People Moves

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

Milliman Hires Employee Benefits Senior Consultant

Jeffrey Nipp has joined global consulting and actuarial firm Milliman as a senior consultant in its Employee Benefits unit. He will be tasked with evaluating, researching, constructing, and monitoring multi-asset class portfolios, with an emphasis on public pension plans. Nipp has more than 30 years of experience having worked for Invesco, BlackRock, Watson Wyatt and Towers Perrin.

"Jeff is a valuable addition to the Employee Benefits practice at Milliman with a varied range of experience that will be an asset to the firm,” says Rich Wright, principal at Milliman. “He has a proven track record of successfully meeting clients' needs and is widely respected in the industry. We're excited to have him join our team."

Nipp says, "I'm thrilled to join an organization that places such a high value on independence and excellence. This role will allow me to focus on producing the best results for clients, and to do so at a firm which has a reputation for thoughtful analytical work that is second to none in the industry."

NEXT: USI Insurance Acquires Carolina First Associates