Deals & People

Jim Lyday has joined Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, as Head of Institutional Retirement Solutions Distribution.

Diversified announced that Robin Lazarow has joined the firm as senior counsel and vice president.

Larch Lane Advisors LLC announced that David Katz has been named the firm’s President and Chief Operating Officer.  

California's ScholarShare Investment Board (SIB) unanimously selected TIAA-CREF Tuition Financing (TFI) to manage California’s direct-sold 529 college savings plan.

Seattle-based Wurts & Associates selected Jeffrey Scott as Chief Investment Officer and Max Giolitti as Director of Risk Allocation.

Russell Investments hired Matthew Teevan as a defined contribution (DC) specialist for the firm’s U.S. adviser-sold business.

TIAA-CREF has made two hires in its Asset Management sales business.

Specialty insurance brokerage firm, Alliant Insurance Services, hired Michael F. Foy to be Vice President for the company’s national retirement services group, Alliant Retirement Services.

Trisha Brambley has joined New Jersey-based Portfolio Evaluations, Inc. (PEI).

Roberta Eckert and Michael Agan are the newest Wealth Management Consultants on the Fee-Based Distribution team for Allianz Life.  

Mutual of Omaha Retirement Plans Division announced a strategic alliance with Triad Advisors Inc. to help support the sale of its retirement plan solutions.

Julie Gerend joins Advantus Capital Management as senior vice president, Institutional Accounts and Insurance Advisory Sales, effective May 31. 

John W. Allen is the new Senior Client Portfolio Manager at Dwight Asset Management Company LLC. 

Diversified announced that Thomas M. Stephenitch has joined the company as a sales executive for Michigan and northern Ohio.  

Vanguard announced that that James M. Delaplane, Jr. will join the investment management firm to lead its government affairs office in Washington, D.C.

Joseph Ricciuti has joined Buck Consultants, a Xerox company, as managing director for Canada.

Carmela Elco has been named president of RESOURCES for Retirement, a retirement plan advisory and consulting firm in Newtown, Pennsylvania.

Alan Harden is the new CEO of Asia-Pacific for BNY Mellon Asset Management, with more than 20 years of experience working in the region.

Glen Eichelberger and Brian Teaff, both formerly of Fulbright & Jaworski, have joined the firm’s Houston office in its wealth management practice. 

Prudential Financial hired Kathryn Sayko to be managing director for its Strategic Solutions Group.