Deals & People February 16, 2011

McAuliffe to Join BofA Merrill Lynch Retirement Services

In a memo to the Retirement Services division, Andy Sieg, Head of Retirement and Philanthropic Services for BofA Merrill Lynch, announced that Tom McAuliffe will be the new head of Institutional Consulting. 
Reported by

He said that McAuliffe will be responsible for leading the Institutional Consulting business, and will work with the Institutional Consulting Group (ICG) Advisors, along with other business partners, within Global Wealth and Investment Management (GWIM) BofA Merrill Lynch.  McAuliffe will report to Sieg.

McAuliffe has more than 17 years of institutional investment and consulting experience, said Sieg. He is coming to BofA Merrill Lynch from Morgan Stanley Smith Barney (MSSB) where he most recently served as a Director for Graystone Consulting, its investment consulting group serving institutional investors and high net-worth clients.

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Before MSSB, McAuliffe worked as Director of Institutional Consulting for UBS. He holds a Bachelor of Science degree in business administration from Northeastern University.

Sieg added that Kelly O’Dea will continue to lead Institutional Consulting on an interim basis until McAuliffe begins in the middle of April, at which time she will transition to a new role as Director of GWIM Product and Platform Supervision & Control.

Deals & People February 16, 2011

Great-West Turns to Blitz for NY Post

Great-West Retirement Services has appointed Adam Blitz as regional sales director for Long Island, New York.
Reported by

Blitz is responsible for developing 401(k) plan business through brokers, financial advisers, consultants, wirehouses and third-party administrators (TPAs). He is based in Huntington, New York. He will report to Brian Morris, regional vice president.

Blitz joins Great-West Retirement Services after four years with Lincoln Financial, where he served as regional vice president for metro New York. While at Lincoln, his responsibilities included developing defined contribution and defined benefit plan business with financial advisers and TPAs. Before he joined Lincoln, Blitz was a retirement specialist with J.P. Morgan and AXA Financial. 

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Blitz received an MBA in Finance and Management from Adelphi University.

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