Manning & Napier Advisors Names Two Top Execs
Manning & Napier Advisors has tapped Patrick Cunningham as chief executive officer and Jeff Coons as president, the Fairport, New York firm announced.
Deals & People
Russell Beefs Up Alternatives Team
Russell Investments has added personnel in the Americas, Europe, and Asia Pacific in alternative investments.
American Portfolios Announces Executive Appointment
Joseph B. (Joby) Gruber has been named president of national sales and marketing for American Portfolios Financial Services (APFS).
SageView Adds to Irvine Office
SageView Advisory Group has hired Tracy Thomas as a Senior Client Relationship Manager in its Irvine, California office.
The Retirement Advantage Acquires Benefits Consulting Group
The Retirement Advantage, Inc. (TRA) announced the acquisition of Benefits Consulting Group, LLC (BCG) of Holyoke, Massachusetts.
Janney Adds Five to Fixed Income Group
Janney Montgomery Scott is further beefing up its fixed income team with the addition of five new hires, the company announced.
Transamerica Appoints Southern Regional VP
Transamerica Retirement Services has hired Chad Brown as regional vice president in the company’s southern region to oversee all sales and distribution activities in western and central Texas....
Jackson Lewis Opens Milwaukee Office
Workplace law firm Jackson Lewis has opened its 46th office in Milwaukee, Wisconsin.
John Hancock Appoints Stanley to New Post
Robert Stanley has been promoted to senior vice president of Sales Development, John Hancock Retirement Plan Services (RPS), the company announced.
Mitchem Tapped for SSgA DC Post
State Street Global Advisors (SSgA) has appointed Kristi Mitchem to senior managing director and global head of its defined contribution business.
Pickett Helps CAPTRUST Expand into Dallas
John A. Pickett has joined Raleigh, North Carolina-based CAPTRUST Financial Advisors, leaving RBC Wealth Management’s Institutional Consulting Group.
John Hancock Names Six New Regional VPs
John Hancock Retirement Plan Services has announced the appointments of six regional vice presidents.
CapTrust Promotes Graham to Partner
CapTrust Advisors, LLC, announced that James (Jeb) E. Graham is now a firm partner.
AUL Appoints Sales Director to Support Dallas Market
The retirement services division at American United Life Insurance Company (AUL), a OneAmerica company, has appointed Thomas E. Pohlmann to the position of regional sales director in the...
California Pension Plan Puts Out RFP for Consultants
The Tulare County Employees Retirement Association (TCERA) in California is accepting proposals from firms to provide investment consulting, monitoring, and advice services for the $924-million defined benefit public...