Morgan Stanley joins Great-West’s Distribution Channel
Morgan Stanley has joined Great-West Retirement Services’ (GWRS) distribution channel.
Deals & People
Jeffrey Slocum Hires Risk Management Director
Robert E. Lee has been named director of risk management and strategic analysis at Jeffrey Slocum & Associates Inc.
BlackRock Reorganizes Fixed-Income Group
Peter Fisher, head of fixed income at BlackRock Inc., is moving to a new role in the company.
Forward Names Tactical Strategist
Jim Welsh has been appointed tactical strategist at Forward Management LLC in an expansion of the firm’s macro investing capabilities.
Indiana Firm Renamed ProCourse Fiduciary Advisors
Praxis Fiduciary Advisors LLC in Carmel, Indiana, changed its name to ProCourse Fiduciary Advisors LLC.
NFP Advisor Services Appoints SVP
National Financial Partners Corp. (NFP) hired Dan Schwamb to NFP Advisor Services Group as senior vice president of business development.
Chong Joins CUNA Mutual Group
CUNA Mutual Group hired Paul Chong as senior vice president of Retirement Plan Services.
SunTrust Names Institutional 401(k) Director
Mark Jones joined SunTrust Banks Inc. as director of sales and client service for its institutional 401(k) business.
Pentegra Names BOLI Regional Director
Matt Wilcox joined Pentegra Retirement Services as a regional director for the supplemental benefits and bank-owned life insurance (BOLI) business.
Reliance Trust Hires Two in Retirement Strategies
Reliance Trust Co. added Robert Thomann and David H. Williams to its Retirement Strategies group.
Great-West Adds Sales Director
Seth Colley joined Great-West Financial as a regional sales director for its bank markets business.
BMO Adds Director, Relationship Manager
BMO added a director and relationship manager to its team.
U.S. Bank Adds VPs in Trust and Custody
Chris Kaiser, John Murphy and Pat Walsh join U.S. Bank Institutional Trust and Custody as vice presidents and business development officers.
Groom Expands Fiduciary Responsibilities Practice
David Kaleda has joined Groom Law Group’s Fiduciary Responsibility group.
Towers Watson Welcomes Senior Consultant
Asghar Alam joined Towers Watson in January as a senior consultant in its Investment and Retirement businesses.
Great-West Expands 401(k) Sales into S.C.
David J. Smith has been appointed regional sales director for South Carolina at Great-West Retirement Services (GWRS).
PFM Group Promotes Seven to Managing Director
Jeremy Bass, Jay Glover, Daniel Hess, Tracey Keays, Tim Kiley, Jessica Cameron Mitchell and Brent Wilder were promoted to managing directors at the PFM Group.
Groom Expands ERISA Litigation Group
Edward Meehan has joined Groom Law Group’s ERISA litigation group.
CPI Qualified Plan Consultants Inc. Adds to Sales Team
Craig Shrack, Leticia Marshall and Parish Parker have been named regional vice presidents on the sales team of CPI Qualified Plan Consultants Inc.
Putnam Names Global Asset Allocation Leaders
Putnam Investments announced a new leadership structure for its global asset allocation (GAA) investment organization.