Deals & People September 4, 2013

NFP Makes New Appointments

Brett Schneider was named chief financial officer, and Tim Robb has been appointed general counsel at NFP National Financial Partners (NFP).

Reported by

Schneider, previously senior vice president and controller at NFP, has been promoted to executive vice president  and CFO. He succeeds Donna Blank. Schneider joined NFP in January 2003 as vice president and director of financial reporting, and has served as senior vice president and controller since 2007. Before joining NFP, he was an audit manager at KPMG, where he worked in the financial services division for over seven years. Schneider holds a bachelor’s degree in accounting from Long Island University.

NFP also announced that Robb, most recently senior vice president, associate general counsel at NFP, has been promoted to executive vice president, general counsel. He succeeds Stan Barton. Robb joined NFP in 2005 as vice president, senior counsel. Before coming to NFP, he was an associate at Simpson Thacher & Bartlett and served as a law clerk for the United States District Court for the Southern District of New York. Robb holds a bachelor’s of science degree from Syracuse University and a juris doctorate from the Fordham University School of Law.

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NFP provides benefits, insurance and wealth management services.

Deals & People September 3, 2013

Mercer Hires Principal in Oregon Investments Business

Travis Pruit has joined Mercer as a principal in its Investments business in Portland, Oregon.
Reported by

He will provide investment consulting services to institutional endowment, foundation and not-for-profit clients as well as large defined benefit and defined contribution plans.

Pruit has more than 18 years of consulting and investment experience working in strategic planning, development of investment objectives and policies, asset allocation, investment manager selection and research, transition management and investment performance evaluation. He joins Mercer from Arnerich Massena, Inc. where he served most recently as a senior institutional adviser and co-chief investment officer. Prior to joining Arnerich Massena in September of 1999, Pruit worked at Copper Mountain Trust Company.

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Pruit holds a Bachelors of Science degree in Business-Finance from Oregon State University. He is a CFA charterholder.

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