Compliance April 7, 2014

Mercer Adds to DC Specialty Practice

Giuliana Rivers joined benefits consulting firm Mercer within its defined contribution (DC) advisory practice.
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Rivers is tasked with providing operational and investment advisory support services to Mercer’s defined contribution plan clients in Houston and throughout the central U.S. markets. She reports to Michael Barbour, a Mercer partner and Houston health and benefits practice leader.

Rivers joins Mercer from Arthur J. Gallagher & Co., where she served as senior client relationship consultant and helped manage a number of DC and defined benefit (DB) plans. She has also held related positions at Principal Financial Group and Morgan Stanley.

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Rivers earned a B.S. in finance and an M.B.A. from the University of Houston, Clear Lake.

More information is available at www.mercer.com.

Deals & People April 7, 2014

AllianceBernstein Adds to DC Business Team

AllianceBernstein LP, a global investment management firm, announced that Roberta Matheny has joined the firm as vice president and senior client service officer.
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Matheny will be responsible for servicing existing institutional clients and for supporting the growth of the firm’s defined contribution (DC) business. She will report to Ray Decker, who leads AllianceBernstein’s client relationship management efforts for institutional DC clients as managing director. In her new role, Matheny will focus on servicing and growing the firm’s $20 billion client base of customized target-date and lifetime income strategies.

“Given the importance of the DC business to our firm, we’ve made several enhancements to strengthen and support the team and bringing on Roberta is one of them,” says Dick Davies, senior managing director of AllianceBernstein’s DC business and co-head of North American Institutions, who is based in New York. “Roberta brings a deep understanding of retirement plan services and she will be an integral part of our efforts to build on our success in customized retirement solutions and lifetime income.”

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Matheny joins AllianceBernstein from J.P. Morgan Chase & Co, where she was most recently a client adviser for Retirement Plan Services, responsible for managing large and mega corporate client relationships totaling more than $4.6 billion in retirement plan assets. Prior that role, she held various senior roles at J.P. Morgan Chase & Co, including vice president of Institutional Asset Management Sales for J.P. Morgan Fleming Asset Management Group.

Matheny graduated from Queens University in Charlotte, North Carolina, with a bachelor’s of business administration.

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