Marguerite Bateman and Kimberly Karcewski Vargo Join Vedder Price’s Investment Services Practice Group
Vedder Price announced today that Marguerite Bateman and Kimberly Karcewski Vargo have joined the firm as Shareholders in the Investment Services group in the Washington, DC office.
As Vedder continues to expand its financial and investment services capabilities, the addition of Ms. Bateman and Ms. Vargo will greatly enhance the representation available to Vedder’s investment management clients. Their experience with mutual fund organizations and mutual fund boards of directors will be an asset to the firm.
“The Board of Directors and I enthusiastically welcome attorneys of such a high caliber to Vedder Price,” said Cathy Gonzales O’Kelly, Member, Board of Directors & Co-Chair, Investment Services group. “Marguerite and Kimberly are skilled and creative counselors whose clients include the independent trustees of funds in some of the largest mutual fund complexes in our industry, and they are a significant addition to our current investment services team.” DC Administrative Shareholder and Investment Services Co-Chair Bruce A. Rosenblum added, “As Vedder continues to build out its investment services presence in DC, we are pleased that Marguerite and Kimberly are bringing their very successful practice to Vedder’s DC office, providing a huge value add and additional depth to our Washington, DC capabilities.”
The two previously worked at Schiff Hardin, where Ms. Bateman led the Financial Markets and Products practice group. She has a national reputation representing mutual funds, mutual fund boards of directors and investment management organizations in areas such as regulation, fund governance and complex transactions. Ms. Bateman was the first managing director of the Independent Directors Council, the fund directors group affiliated with the Investment Company Institute (“ICI”). She previously was a senior attorney for the ICI for 10 years, handling a wide range of industry issues.
Ms. Vargo has over 20 years of experience advising investment companies, independent directors of registered investment companies and investment advisers on regulatory, compliance and governance matters. Her experience also includes the handling of complex acquisition and reorganization transactions for investment companies and consolidations following mergers of advisers.
“We are excited to continue to grow our practice and serve our clients alongside our new, highly collaborative and experienced investment services colleagues at Vedder Price,” said Ms. Bateman. Ms. Vargo continued, “Together, we’re joining an investment services practice with an exceptional national reputation and are looking forward to working with our new colleagues to meet the expanding needs of our clients.”
While the addition of Marguerite and Kimberly continues the growth of Vedder’s Investment Services practice, their hires also further signify Vedder Price’s commitment to ensuring female leadership is represented in every practice group and in every office. With these additions, the headcount of Vedder Price Washington DC’s female shareholders reaches 50 percent, and 48 percent of all attorneys in that office are female. To learn more about the firm’s efforts to promote the recruitment, retention and advancement of its women attorneys through Women at Vedder Empowering Success (WAVES), visit https://www.vedderprice.com/diversity/waves.
Vedder Thinking | News Marguerite Bateman and Kimberly Karcewski Vargo Join Vedder Price’s Investment Services Practice Group
Press Release
March 16, 2020
Vedder Price announced today that Marguerite Bateman and Kimberly Karcewski Vargo have joined the firm as Shareholders in the Investment Services group in the Washington, DC office.
As Vedder continues to expand its financial and investment services capabilities, the addition of Ms. Bateman and Ms. Vargo will greatly enhance the representation available to Vedder’s investment management clients. Their experience with mutual fund organizations and mutual fund boards of directors will be an asset to the firm.
“The Board of Directors and I enthusiastically welcome attorneys of such a high caliber to Vedder Price,” said Cathy Gonzales O’Kelly, Member, Board of Directors & Co-Chair, Investment Services group. “Marguerite and Kimberly are skilled and creative counselors whose clients include the independent trustees of funds in some of the largest mutual fund complexes in our industry, and they are a significant addition to our current investment services team.” DC Administrative Shareholder and Investment Services Co-Chair Bruce A. Rosenblum added, “As Vedder continues to build out its investment services presence in DC, we are pleased that Marguerite and Kimberly are bringing their very successful practice to Vedder’s DC office, providing a huge value add and additional depth to our Washington, DC capabilities.”
The two previously worked at Schiff Hardin, where Ms. Bateman led the Financial Markets and Products practice group. She has a national reputation representing mutual funds, mutual fund boards of directors and investment management organizations in areas such as regulation, fund governance and complex transactions. Ms. Bateman was the first managing director of the Independent Directors Council, the fund directors group affiliated with the Investment Company Institute (“ICI”). She previously was a senior attorney for the ICI for 10 years, handling a wide range of industry issues.
Ms. Vargo has over 20 years of experience advising investment companies, independent directors of registered investment companies and investment advisers on regulatory, compliance and governance matters. Her experience also includes the handling of complex acquisition and reorganization transactions for investment companies and consolidations following mergers of advisers.
“We are excited to continue to grow our practice and serve our clients alongside our new, highly collaborative and experienced investment services colleagues at Vedder Price,” said Ms. Bateman. Ms. Vargo continued, “Together, we’re joining an investment services practice with an exceptional national reputation and are looking forward to working with our new colleagues to meet the expanding needs of our clients.”
While the addition of Marguerite and Kimberly continues the growth of Vedder’s Investment Services practice, their hires also further signify Vedder Price’s commitment to ensuring female leadership is represented in every practice group and in every office. With these additions, the headcount of Vedder Price Washington DC’s female shareholders reaches 50 percent, and 48 percent of all attorneys in that office are female. To learn more about the firm’s efforts to promote the recruitment, retention and advancement of its women attorneys through Women at Vedder Empowering Success (WAVES), visit https://www.vedderprice.com/diversity/waves.
