Deals & People August 10, 2010

Natixis Appoints Executive to Oversee Distribution

Natixis Global Associates (NGA) has announced the appointment of Matt Coldren, executive vice president, to head its retirement strategy group. 

Reported by

Coldren will oversee all retirement sales, product and marketing strategies with the company’s distribution partners and the general market. He will retain his current responsibilities as executive vice president of global relationships, which includes the Relationship Management, Portfolio Metrics, and Advisor Academy groups.  

According to the announcement, since joining the firm in 2004, Coldren has held a number of positions at NGA, including most recently leading the firm’s global relationships effort. Prior to joining NGA, he was vice president and national account manager at MFS Investment Management. He was also previously with Delaware Investments as a vice president and relationship manager.  

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“Our retirement plan business has increased significantly – by over 36% so far this year – and we continue to note the increasing importance of the retirement marketplace to our key distribution partners,” said David Giunta, president and chief executive officer of Natixis Global Associates, in the announcement. “Matt’s appointment will bring his extensive experience as head of global relationships to bear as the new head of NGA’s growing retirement strategies group. We will be well served by his knowledge and expertise as we partner with clients to maximize and strengthen their presence in the retirement market.”  

More information about NGA is at http://www.ga.natixis.com. 

Deals & People August 10, 2010

Lockton Hire to Expand Investment Advisors/Financial Advisors Practice

The Washington D.C. office of Lockton Companies has announced that Shelly H. Horwitz will join the firm as an account executive in the retirement and financial services area, Lockton Investment Advisors and Lockton Financial Advisors. 

Reported by

Horwitz will be responsible for helping the Washington D.C. office’s clients, including private and public companies and non-profit organizations, identify ways to enhance their employee retirement benefits programs and to help stabilize or reduce plan costs. She will work with clients to design benefits plans, review and analyze investments, and perform due diligence reviews with plan sponsors, 401(k) committees, and boards of directors. 

According to the announcement, Horwitz joins Lockton from the Principal Financial Group, where she was a client relationship manager responsible for more than $700 million in assets. Horwitz’ experience includes more than 13 years working with corporate and non-profit organizations to design, implement, monitor and enhance their retirement plans, including defined contribution, defined benefit, employee stock option plans (ESOP) and non-qualified benefits.    

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Her corporate client experience provides merger and acquisition depth to the team and enhances Lockton’s non-profit expertise with her focus on 403(b) clients and their unique needs, the announcement said.  

Lockton advisers have been recognized as most successful by PLANADVISER magazine (see Most Successful Advisers of the Year). 

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