Tracey Flaherty was appointed senior vice president of retirement strategy and will oversee NGA’s retirement offerings, including refining the firm’s overall strategy in the marketplace and overseeing the development of related product offerings, the company said. She will report to Sharon Wratchford, executive vice president, global distribution administration and operations.
“Tracey will be a valuable asset to our organization as we continue to grow our retirement business,’ said David Giunta, president and CEO of NGA, in a release. “She’s uniquely positioned to guide our retirement business to its next stage, building upon the strength of our diverse investment offerings through our multi-boutique structure and in-house capabilities, such as overlay management through Managed Portfolio Advisors.’
Most recently, Flaherty was a marketing executive for Bank of America’s Premier and Small Business division and served as managing director, consumer products, at FleetBoston Financial.
Flaherty is also an 18-year veteran of Fidelity Investments. She left as an executive vice president and had varied responsibilities during her tenure there, including overseeing the firm’s 401(k) rollover and employee stock plan businesses and active trader and online brokerage strategies. She also held various marketing and product responsibilities across Fidelity’s retail and institutional mutual fund divisions.
NGA said Flaherty’s focus will be on mapping out the firm’s strategic direction, evaluating new products, and utilizing NGA’s multi-boutique affiliate structure to develop diverse retirement portfolio offerings to clients. She will also oversee the development of retirement products in various arenas, including the defined contribution services, overlay management, and tax efficient portfolio transition strategies.