Deals & People

Putnam Investments has hired Michael Shamon and Daniel McDermott for senior positions in defined contribution sales and client relations.

Newkirk has been acquired by DST Systems, Inc., a provider of technology and services to clients in financial services, health care and other industries. 

Rogerscasey announced that Hilary Wiek has joined the organization as a Director within the firm’s Alpha Investment Research Group, effective May 9, 2011.

Mohler, Nixon & Williams (MNW) have promoted senior managers Ryan Koch and Brad Wall to audit partners. 

The Greenbrier Wealth Management Group has come together under Raymond James & Associates in its Westlake Village, California, office.  

Symetra Life Insurance Company hired a sales leader for its eastern division and eight additional regional vice presidents to represent the company’s portfolio of annuity and life insurance...

USI Consulting Group announced that Jeffrey H. Snyder has joined the company as Vice President of Retirement and Investment Services, based in New York City.

CPI Qualified Plan Consultants, Inc. announced that Christy Hopkins has accepted the position of Retirement Plan Consultant in Denver, Colorado.

Bank of America announced John Thiel will be replacing Lyle LaMothe as head of Merrill Lynch U.S. Wealth Management. 

Schwab Advisor Services tracked 23 merger and acquisition deals among registered investment advisers (RIAs) in the first quarter of 2011.  

State Street Corporation announced that Charles Cooper has joined the company as senior managing director of State Street’s eExchange derivatives program.

Security Benefit hired eight investment and insurance focused Regional Directors for the Personal Retirement Savings (PRS) Group.

Rothschild Asset Management selected Michael Tamasco for the newly created position of Managing Director and Chief Marketing Officer.

Riverside Risk Advisors, a boutique derivatives advisory firm, has hired Steven Plake.

Mid Atlantic Trust Company (MATC) announced that third party administrator Daily Access Corporation will be using the firm’s ModelxChange platform.

Jaime Mauppin has joined Capital Strategies Investment Group (CSIG) as Director of Investment Operations and Analysis. 

J.P. Morgan Asset Management has hired Bob Fields as Executive Director and Client Portfolio Manager in the Tax Aware Fixed Income Group.

ING hired Dwayne S. McGraw to serve as Head of Valuation for the U.S. Retirement Services division, effective as of April 11.

BlackRock announced that Jack Chandler will join the company as Global Head of Real Estate.

eSecLending, a global securities lending agent, announced that Paul Lynch has joined the firm as Chief Operating Officer, effective April 25.