8-5-13 7:30 AM EDT | Email Article

Deutsche Asset & Wealth Management (DeAWM) announced today that Richard Glass joined the firm as U.S. Head of Small and Mid Cap Value Equities. In addition, Richard J. Hanlon and Mary C. Schafer joined the firm, reporting to Glass.

Glass, Hanlon and Schafer are based in New York. Glass reports to Owen Fitzpatrick, Head of Equities for the Americas. Effective in early September 2013, Glass will become the lead portfolio manager for DWS Small Cap Value Fund, DWS Mid Cap Value Fund and DWS Small Mid Cap Value VIP.

Jerry Miller, Head of DeAWM Americas, said: “We are very pleased to welcome Rich and enhance our equities offering as we continue to build on our strengths in the U.S.”

Randy Brown, DeAWM’s Co-Chief Investment Officer, said: "Small and mid cap value equities are an important asset class for us and the market. Our clients will benefit from the expanded resources of the new Small and Mid Cap Value Equities team."

Glass, who brings 22 years of U.S. small cap and mid cap value investment experience to DeAWM, enhances the firm’s suite of equity investment products, adding small and mid cap value investing expertise to complement its existing strength in other strategies. Glass joins DeAWM after running his own asset management firm, Lockwell Investments LLC, for three years. Before that, he served as the lead portfolio manager on approximately $2.5 billion in small and mid cap value retail and institutional investments for Morgan Stanley Investment Management.

Hanlon brings over 10 years of experience managing value equity products and has over 20 years of experience in portfolio management and equity research. Hanlon ran the asset management firm he founded, Glenville Capital Management, for the past six years. Prior to that, Hanlon was a partner and co-head of the equity group at Silvercrest Asset Management Group.

Schafer joins DeAWM from Glass’s firm, Lockwell Investments LLC, where she was a principal and co-founder. Prior to that, she was an executive director at Morgan Stanley Investment Management. Schafer has over 15 years of experience in portfolio management and equity research.

Additionally, DeAWM recently hired several investment specialists to broaden its offering to clients in the Americas. In May, Susan Lucas joined as Head of Institutional Sales in the U.S. from Allianz Global Investors Capital. In June, Raphael Zagury joined from Bank of America Merrill Lynch as Head of Key Client Partners and Wealth Investment Advisory for Latin America. Caroline Kitidis will join as Head of Key Client Partners & Wealth Investment Advisory for the Americas from Goldman Sachs, effective August 12, 2013.

Deutsche Asset & Wealth Management

With €946 billion of assets under management (as at June 30, 2013), Deutsche Asset & Wealth Management is one of the world's leading investment organizations. Deutsche Asset & Wealth Management offers individuals and institutions traditional and alternative investments across all major asset classes. It also provides tailored wealth management solutions and private banking services to high-net-worth individuals and family offices.

1 Deutsche Asset & Wealth Management is the brand name for the Asset Management & Wealth Management-division of Deutsche Bank AG and its subsidiaries. The responsible legal entities offering clients products or services of Deutsche Asset & Wealth Management are listed in the respective contracts, sales materials and other product information documents.

Deutsche Bank
Pholida Barclay, 212-250-6853
pholida.barclay@db.com

Copyright Business Wire 2013
Add a Comment

News   More...

Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Content Partners
Morningstar - - Deutsche Asset & Wealth Management Expands Investment Offering with U.S. Small and Mid Cap Value Equities Team
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Author |  Collection |  Interest |  Popularity

Previous: Deutsche Asset & Wealth Management Expands Client Advisor Team in Houston  |  Next: Deutsche Asset & Wealth Management Expands Its Private Client Team in Greenwich