Retirement Industry People Moves – 10/30/2026

LaSalle Investment Management Names Global Head of Private Wealth

Michael Raso

LaSalle Investment Management appointed Michael Raso as global head of private wealth, effective October 26. Starting January 1, 2027, Raso will join the firm’s global management committee. He reports to Brad Gries, CEO, and Tim Kessler, president and chief operating officer.

Raso leads the development of products for private wealth investors and works with LaSalle’s regional teams to explore business development opportunities.

With more than 25 years of private wealth experience, Raso most recently served as Americas head of intermediary and retail distribution at PineBridge Investments, now part of MetLife Investment Management. Earlier in his career, Raso held senior roles at Old Mutual Asset Management, Crosswind Investments, Artisan Partners, Natixis Investment Managers and Fidelity Investments. He serves as chair of the executive committee of the Defined Contribution Institutional Investment Association and is a member of its operating committee.

Opto Investments Appoints Principal Product Manager, Head of Design

Justin Mills

Rachel Hallock

Opto Investments, a private markets outsourced chief investment officer for wealth management firms, family offices and institutional investors, named Justin Mills as principal product manager and Rachel Hallock as head of design.

Mills leads efforts to streamline and advance Opto’s technology, including extending the firm’s core platform to make onboarding new clients easier and more tailored to each client. He brings several decades of experience in technology and alternative investments, beginning with 15 years at Quellos Capital Management, later acquired by BlackRock.

Hallock leads design across Opto’s platform. She brings more than 14 years of experience in product design and financial technology, beginning with five years at DesignMap. Hallock later worked at Carta, where she led design for the firm’s fund administration portfolio.

Advisor 360 Makes 2 Executive Appointments

Russ Hughey

Hrishi Dixit

Advisor 360 LLC appointed Hrishi Dixit as chief technology officer and Russ Hughey as vice president of customer success.

Dixit leads technology strategy and the development of artificial-intelligence-native products and capabilities. He brings more than 30 years of experience building and scaling software platforms, technology organizations and fintech businesses. Before Advisor 360, Dixit founded Autonomy Finance, where he served as chief technology officer, and earlier served as founding chief technology officer of both Yieldstreet, now Willow Wealth, and LearnVest.

At Advisor 360, Hughey will focus on customer success and strategic client relationships. He brings experience in account management, customer success and strategic relationships across wealth management and financial technology. He previously held roles at Advent Software, Charles River Development, First Rate, InvestEdge and Vestmark.

Dispatch Names New Head of Wealth Management

Patrick Dunne

Dispatch, a data orchestration provider for wealth management firms, announced the appointment of Patrick Dunne as head of wealth and asset management.

Dunne will advise customers on strategic and operational decisions, collaborate with Dispatch’s product and sales team and educate the industry on the importance of a modern wealth technology stack and the role of unified data infrastructure in enabling firms to grow and operate more efficiently.

With more than 25 years of experience in wealth management and financial services, Dunne most recently served as chief operating officer of Hightower Advisors. Previously, he held leadership roles at Jordan Park, LendingClub and BlackRock.

Dynasty Hires New Chief Marketing Officer

Dynasty Financial Partners named Alex Kaminsky as chief marketing officer. Based in St. Petersburg, Florida, Kaminsky will report to founder and CEO Shirl Penney. Kaminsky succeeds Gorden Abel, who is moving into the newly created role of chief brand officer and reports to Kaminsky from New York City.

Kaminsky brings more than 25 years of experience in marketing leadership roles at Corpay Inc., YP Holdings, The Weather Channel, Coca-Cola, ESPN and Turner Broadcasting.

At Dynasty, Kaminsky will focus on branding and building the firm’s platform for registered investment advisers.

Principal Asset Management Hires Head of US, Europe Distribution

JJ Wilczewski

Principal Asset Management hired JJ Wilczewski as head of U.S. and Europe distribution, effective October 26. Based in Chicago, Wilczewski reports to Kamal Bhatia, president and CEO.

Wilczewski will lead institutional, retirement and wealth client coverage teams across the U.S. and Europe and support the firm’s distribution strategy and growth priorities.

Wilczewski joins from DWS Group, where he served as head of Americas client coverage and global head of institutional. He previously held senior leadership positions at Aon PLC, Wilshire Associates Inc. and Van Kampen Investments Inc., spanning institutional investing, consulting and wealth management.

Ameritas Names New VP of Actuarial, Financial Strategy

Ying Zhao

Ameritas Life Insurance Co. named Ying Zhao as vice president of actuarial and financial strategy.

Zhao brings more than 20 years of experience with organizations including Sun Life Financial Inc., Lincoln Benefit and McKinsey & Co. At McKinsey, Zhao was an associate partner co-leading insurance risk, capital and balance sheet management.

Zhao is a fellow of the Society of Actuaries, a certified financial risk manager and a member of the American Academy of Actuaries.