SAN DIEGO--(BUSINESS WIRE)--Gurtin Fixed Income Management, LLC, an SEC registered investment advisor managing $9.5 billion in assets as of December 2014, is excited to announce the promotion of several integral members of Gurtin’s leadership team – Shandi Johnson to Partner, and Hugo Santamaria and Erik Davidson to the newly created positions of Chief Technology Officer and Chief Financial Officer, respectively, reflecting the continued evolution of Gurtin.
“I’m excited to further elevate Gurtin’s leadership team with talented individuals of such high integrity, intellect, and dedication to the betterment of our firm,” said Bill Gurtin, CEO. “We’re so fortunate to have such a bright, ambitious, and humble group of people working together to build a firm for the benefit of our clients and employees. I’ve never been so confident and enthusiastic about the direction of our firm.”
As Head of Strategic Development and Marketing, and previously in Business Development and as Head of Relationship Management and Client Service, Johnson’s constant pursuit of innovative thought have helped to position Gurtin for long-term growth, with critical contributions made through her leadership in early sales activities, the launch of investment strategies and vehicles, and development of client relationships and advisor partnerships. Johnson brings to her new role as Partner 10+ years of financial industry experience, having worked at Goldman Sachs and the City of Oakland prior to joining Gurtin in 2009. As Partner, Johnson will continue to expand Gurtin’s corporate strategy and lead the effort to increase brand awareness.
As Head of Technology, Santamaria has led Gurtin’s efforts to develop innovative, proprietary investment technology in-house. Having joined Gurtin in 2013, Santamaria’s 15+ years of information technology experience also includes 8 years of overseeing all technology systems and infrastructure across the Anthony Robbins Companies where he additionally served on the Executive Board which set the strategic direction for the organization. As Gurtin’s CTO, Santamaria will continue to oversee all Gurtin technology systems and infrastructures, and identify ways to solve today’s problems with tomorrow’s solutions.
As Head of Finance, Davidson’s leadership and finance experience have swiftly proven to be instrumental in shaping the operations of the firm. Davidson draws from 17+ years of financial industry experience, including experience as Director of Investments & Financial Reporting for the San Diego State University Foundation and serving as CFO for two different mass market consumer product companies prior to joining Gurtin in 2014. As Gurtin’s CFO, Davidson will continue to oversee all financial operations and internal controls.
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC specializes in separately managed high grade tax-exempt and taxable fixed income portfolios. Working with high and ultra-high net worth individuals and families, as well as many independent investment consulting firms and multi-family offices, Gurtin strives to build fixed income-related financial solutions that meet clients’ unique needs. For more information, visit www.gurtin.com, visit our twitter page, or call 1-866-606-2221.