Moving Up

* The Glenmede Trust Co. in Philadelphia has appointed Gordon B. Fowler Jr., 43, chief investment officer and senior vice president. Mr. Fowler will be responsible for all investment policy and research.

Mr. Fowler was chief investment officer and managing director of JPMorgan Private Bank in New York, where he managed a team of portfolio managers and quantitative investment analysts.

* SAFECO Life and Investments in Redmond, Wash., has promoted Bridget Burgess, 42, president of its broker-dealer affiliate, Safeco Investment Services, from vice president. Ms. Burgess has been with SIS for five years and has worked in the securities industry since 1983, initially developing broker-dealer programs for banks, and savings and loans, at Great Northern Insured Annuity Corp. in Seattle. She is a certified financial planner and a registered investment adviser.

* The Securities Industry Association of New York and Washington has announced that Chet Helck, 50, has joined its board of directors. Mr. Helck, president and chief operating officer of Raymond James Financial Inc. of St. Petersburg, Fla., fills a seat that became vacant after the combination of Prudential Securities Inc. of New York and Wachovia Securities Inc. of Richmond, Va. In addition to managing his firm’s subsidiaries, Mr. Helck is chairman of its technology advisory group.

He first began working with Raymond James in 1989 as recruiter for what is now Raymond James Financial Services Inc., its Atlanta-based independent broker-dealer subsidiary.

* Friedman Billings Ramsey Group Inc. in Arlington, Va., has appointed James F. Reddoch senior vice president and senior analyst of biotechnology research. He will oversee the firm’s biotech coverage, with a particular focus on therapeutics. Mr. Reddich, 33, was a senior analyst in the health-care group at Banc of America Securities LLC in New York.

* Overture Asset Managers LLC, a New York-based asset management holding company that manages investment advisers, has appointed Larry “Chip” Seibert, 41, senior vice president and equity portfolio manager of Avatar Associates LLC, an Overture affiliate.

Avatar, which designs portfolios for corporate, public, hospital, foundation and endowment clients, also manages assets in separately managed accounts for clients of leading wirehouses and independent broker-dealers. Mr. Seibert was most recently managing director, director of research, portfolio manager and research analyst at Barrett Associates Inc. in New York.

* Zurich Life in Schaumburg, Ill., has named Ejaz Haroon, 35, vice president of product management. He will be responsible for variable-annuity product design, pricing and risk analysis, as well as oversight of the company’s variable-annuity portfolio. Mr. Haroon was a second vice president in the life and annuity division of Protective Life Corp. in Birmingham, Ala.

* FleetBoston Financial Corp. has appointed Kevin J. Foley, 51, senior financial adviser and wealth strategist in its private-client group.

Mr. Foley will be responsible for developing and delivering innovative planning strategies and wealth management services to affluent individuals in the New York metropolitan area. He was a managing director in the domestic wealth advisory group at JPMorgan Private Bank in New York.

* The Academy of Financial Services Studies LLC in Milwaukee has appointed Hugh Herndon, 44, an adjunct faculty member in its School of Accounting and Administrative Studies. Mr. Herndon has developed a comprehensive transfer-agency curriculum – designed for mutual fund staff, supervisors, managers and directors – that includes courses in, among others, essentials of transfer-agency operations.

Mr. Herndon will remain managing director of Strategic Initiative LLC, a Cincinnati-based operations management consulting firm whose clients include Federated Investors Inc. of Pittsburgh and Conseco Inc. of Carmel, Ind.

* Stonebridge Capital Advisors LLC, a money management firm in St. Paul, Minn., has appointed David Eckenrode, 50, head of its new office in Traverse City, Mich. His duties will include portfolio management of balanced accounts. Most recently, Mr. Eckenrode served as senior vice president and portfolio manager at RWB Capital Management in Grand Rapids, Mich. Prior to that, he was head of the trust department and chief investment officer at Northwestern Bank in Traverse City.

* Crown Financial Group in Jersey City, N.J., has named Robert Turner to its board of directors as chairman of the audit committee. Mr. Turner, 50, recently retired as chief financial officer and treasurer of Knight Trading Group Inc. in Jersey City, a large Nasdaq market maker.

* Security Trust Co. in Phoenix has named Michael A. O’Brien, 56, vice president of private-client services.

Mr. O’Brien will manage the company’s private-client-services business unit, which provides personal trust services for wealthy individuals through their advisers, brokers and financial consultants.

The business unit’s administrators work with advisors of wealthy individuals to provide services for estates, court-ordered appointments and a wide variety of trusts.

The group also provides agency and individual retirement account services.

Previously, Mr. O’Brien worked in Honolulu as senior vice president and manager of the central administration group for Hawaiian Trust Co. Ltd., a division of Bank of Hawaii Corp. in Honolulu. Mr. O’Brien has also served as vice president and manager of trust marketing and planning for Valley National Bank of Arizona in Phoenix.

* McAdams Wright Ragen Inc. in Seattle has appointed three investment professionals senior vice presidents.

Robert Keasy, 56, will focus on managing investment portfolios for individual investors, as will G. Charter Harrison, 33. Diane Daggatt, 42, will head institutional sales.

A Seattle native, Mr. Keasy has worked as a certified public accountant with Moss Adams LLP in Seattle and in private practice.

Mr. Harrison began his career with New York-based Merrill Lynch & Co. Inc.

Ms. Daggatt, a chartered financial analyst, began her career as an analyst with Beekman Capital Management Ltd. in Seattle. Most recently, she worked at Vulcan Inc. in Seattle, where she was responsible for investment in new media, e-commerce, traditional consumer and retailing ventures.

* U.S. Bancorp Piper Jaffray in Minneapolis has hired Edward “Ted” Tenthoff as a New York-based senior research analyst covering the genomics sector, with a focus on tools, early drug discovery and diagnostic companies. Mr. Tenthoff, 31, held a similar position with Think Equity Partners in New York.

* Lord Abbett & Co. LLC, an investment management company in Jersey City, N.J., has appointed Darren Luckfield, 42, director of marketing, Latin America. He will interact with Lord Abbett’s brokerage and financial advisory clients who do business in Latin America. Prior to joining Lord Abbett, Mr. Luckfield spent 17 years at Merrill Lynch & Co. Inc. in New York, where he launched several unique investment programs and developed a variety of investment businesses – including offshore mutual funds – and wrap-fee-based products.

* Trenwith Securities LLC in Costa Mesa, Calif., has hired Robert M. Neal and Laurence Stone as managing directors for its New York-based capital markets group.

Mr. Neal, 35, was director of the corporate-finance group at Dresdner Kleinwort Wasserstein North America LLC in New York.

Mr. Stone, 44, was a managing director with FleetBoston Financial Corp. Trenwith is the investment banking arm of BDO Seidman LLP, a Chicago-based accounting firm.

* First Mercantile Trust Co. in Memphis, Tenn., has hired Sharleen Mahoney as a sales specialist for its retirement-plan products. She works closely with sales directors in communicating with investment consultants across the country.

Ms. Mahoney, 27, was a sales coordinator in Lombard, Ill., with Toronto-based Manulife Financial.

* Fremont Investment Advisors in San Francisco has named James Klescewski senior vice president and chief financial officer. Mr. Klescewski, 47, will oversee the accounting group, including the mutual-funds-operations, facilities and information technology departments.

He was managing director, chief financial officer and a member of the executive committee at Montgomery Asset Management LLC in San Francisco.