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On The Move

February 16, 2012
Tactical Allocation Group Names Chief Development Officer
Gene Katz, investment banker and strategic advisor joins TAG.
By Kathy Lynch

Tactical Allocation Group has hired Gene Katz as chief development officer. Katz will oversee TAG's strategy and operations for corporate development and sales. He will also serve on the executive management committee and head up finance at the firm. Katz was formerly an investment banker at William Blair & Co., where he specialized in mergers and acquisitions within the financial services industry.

Tactical Allocation Group, located in Birmingham, Mich., is a registered investment advisor with more than $1.5 billion assets under advisement in tactically managed, globally diversified ETF portfolios.

—Please send On The Move items for consideration to Kathy Lynch at klynch@fa-mag.com.

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On The Move

LPL Financial Names Executive Vice President Of Business Consulting

Robert Comfort will lead business consulting for institutional services division.

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Sallie Larsen brings more than three decades of human resources experience to her new role.

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