Retirement Industry People Moves – 9/25/2026

Sage Mountain Names Danica Griffith Chief Growth Officer

Sage Mountain Advisors LLC, an independent registered investment adviser based in Atlanta, appointed Danica Griffith as chief growth officer, a newly created role. Griffith will oversee the firm’s growth strategy, recruitment efforts and advisory team.

Headshot of Danica Griffith

Griffith joins the firm after nearly seven years at PNC, where she most recently served as executive vice president and chief risk and change officer. Earlier in her career, she spent more than a decade at Goldman Sachs, where she worked in private wealth management. She earned a bachelor’s degree from Harvard University and an MBA from the Wharton School of the University of Pennsylvania.

Sage Mountain, founded in 2018, reported advising on more than $8 billion in assets as of June 30.

Edward Jones Hires Vanguard’s Data Chief

Ryan Swann joined Edward Jones Investments as the firm’s chief data officer, following more than five years as Vanguard’s principal and chief data analytics officer. Swann announced the appointment on LinkedIn on Monday.

Headshot of Ryan Swann

“Edward Jones has an outstanding reputation for putting clients first, and I couldn’t be more excited to partner with such a talented, client-focused team to drive value, innovation, and impact through data and [artificial intelligence] in this next chapter,” Swann wrote in a post.

Prior to Vanguard, Swann served as chief data officer at Collibra and head of data management and governance at E*Trade, according to his LinkedIn profile.

Mercer Advisors Announces New Chief Platform Officer

Mercer Global Advisors Inc., a registered investment adviser, appointed Cynthia Loh as chief platform officer, a newly created executive role.

Loh will serve on the firm’s executive leadership team and oversee a platform organization spanning technology, digital products, design and operations.

Loh joins Mercer with more than two decades of experience in wealth management and financial technology. Most recently, she served as senior vice president and head of Beyond the Card at Capital One. Previously, she was head of product for Goldman Sachs’ workplace wealth business; and held leadership roles at Charles Schwab, where she oversaw the Schwab Intelligent Portfolios platform; and at Betterment, where she helped launch the firm’s 401(k) business. Earlier in her career, she held positions at PIMCO and Merrill Lynch.

According to the announcement, Loh will help lead the continued development of Aspen, the firm’s technology platform, which recently added artificial intelligence capabilities to adviser and client workflows.

EP Wealth Appoints New CFO

EP Wealth Advisors appointed John McConnell as chief financial officer and promoted Erin Voisin to chief client solutions officer as part of a series of executive and leadership changes.

McConnell joins EP Wealth with more than 20 years of experience in corporate finance and investing. Most recently, he served as CFO of Crisp, a retail data company. At EP Wealth, he will oversee the firm’s finance function and support financial planning and acquisition integration efforts.

Voisin will help lead client service initiatives.

EP Wealth reported managing $50.4 billion in assets under management as of August 31, 2026.

Composition Wealth Appoints 2 New Leaders

Composition Wealth LLC, a registered investment adviser, appointed Gabrielle Glemann as general counsel and chief compliance officer and Joe Salcido as head of advisers.

Glemann will oversee the firm’s legal and compliance functions. She joins Composition Wealth from Cercano Management, where she served as general counsel and partner. Previously, she was director of legal and compliance at BlackRock and worked at the law firms Stoel Rives LLP and Hughes Hubbard & Reed LLP.

Salcido will work with advisers on business development and practice management initiatives. Before joining Composition Wealth, he spent nearly 10 years at Edelman Financial Engines, most recently as regional director of wealth planning. Earlier in his career, he held sales, trading and operations leadership roles at Vanguard.

Composition Wealth reported more than $12 billion in assets and 125 employees nationwide.

Aon Appoints Global Chief Commercial Officer

Aon PLC, a professional services firm, has appointed Jane Drummond as global chief commercial officer, effective January 1, 2027. Drummond will report to Andy Marcell, deputy CEO and senior executive vice president of risk capital and human capital, and serve as a member of Aon’s Chicago-based executive committee.

Drummond will succeed Anne Corona, who was named CEO of North America for Aon in March.

Drummond will lead Aon’s global market strategy, sales and growth across global solution lines and lead its global growth committee. Drummond joined the firm in 2009 and brings more than 25 years of industry experience to the role.