Deals & People November 5, 2010
EPIC Announces Change in Leadership
EPIC Advisors, a defined contribution
recordkeeper, announced that Jim Genthner will be the new president.
Reported by Nicole Bliman
A news release said the current president of the Rochester, New York-based firm, Robert F. Judd, will now focus on projects to assist the firm in developing new business strategies and distribution opportunities in a strategic partnership with the firm. He has been president since 2005.
Jim Genthner, Executive Vice President, will immediately take over Judd’s role as president, managing day-to-day company operations.
Judd will remain with EPIC through April as he develops his own wholesaling firm to create partnerships with retirement service provider companies that would use EPIC recordkeeping services.