Deals & People July 7, 2011

Howard Hassen Joins Echo Point

Echo Point Investment Management has appointed Howard Hassen as Consultant Relations Specialist.
Reported by

Hassen will manage the firm’s relationships with West Coast consultants and plan sponsors. He will report to Natalie Marvi-Romeo, Echo Point’s Director of Marketing and Client Service, and will be based in San Francisco.

Hassen comes to Echo Point with more than 25 years of experience at Morgan Stanley, where he most recently served as Executive Director for the company’s Investment Management Consultant relations Group, and Salomon Smith Barney, where he acted as Director of Fixed Income Sales and Trading. Hassen is a graduate of Stanford University, and holds an MBA from the University of Southern California’s Marshall School of Business.

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“Howard has a keen understanding of our investment process and how we manage our international growth equity strategy,” said Hans van den Berg, CEO of Echo Point Investment Management, in the announcement. “Howard’s deep knowledge of the investment industry, paired with his long term relationships with a range of plan sponsors and consultants will help Echo Point considerably expand its West Coast presence.”

Deals & People July 7, 2011

Great-West Names Great Lakes Regional Sales Director

Great-West Retirement Services announced that Mark Berman will join the firm as regional sales director for its Great Lakes market. 
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Berman will be responsible for developing new business in the $50+ million corporate and nonprofit defined contribution market in Illinois, Michigan, Ohio, Indiana, and Kentucky. He is based in Chicago and will report to Pete Margiotta, national sales director; he is replacing Dan Schatz, who moved to a similar position in Texas.

Berman comes to Great-West Retirement Services from Marshall and Ilsley Trust Company, where he was vice president and sales director.  He has also held defined contribution market sales positions at Principal Financial Group and ABN Amro. 

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Berman graduated from Bradley University with a bachelor’s degree in business administration, and also holds FINRA Series 6 and 63 securities registrations and life and health insurance licenses.

“We’re pleased to have a person with Mark’s skills and experience as part of our sales team,” said Chris Cumming, senior vice president of defined contribution markets. “He understands the adviser, consultant and plan sponsor communities and takes the initiative to both meet their needs and address their longer-term wishes.”

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