Deals & People September 14, 2007

Boston Financial Names Metcalfe as Retirement Services Head

Boston Financial Data Services, Inc., a Quincy, Massachusetts-based financial services outsourcing provider, has tapped Jude Metcalfe as senior vice president and head of Retirement Services.
Reported by

Metcalfe will be responsible for the growth, strategic direction, and product and service structuring of the Retirement Services Division, according to a Boston Financial news release.

“The institutional retirement marketplace is an integral part of our core growth strategy,” said Terry Metzger, executive vice president and COO of Boston Financial, in the news release.

Metcalfe joins Boston Financial from Wealth Management Systems, Inc. (WMSI) where he served as CEO (See Metcalfe Resigns as WMSI CEO). Prior to joining WMSI, Metcalfe held various executive level positions at Mellon HR Solutions, Fidelity Investments, Kwasha Lipton, Prudential Securities, and The Bank of New York.

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