Deals & People

Ann M. O’Connell has joined CapTrust Advisors of Tampa, Florida, in their institutional retirement group.

Robert Leary has been named executive vice president and president of TIAA-CREF Asset Management.

Bruce Feibel was named head of performance analytics at BNY Mellon Investment Management.

Laurie Russman was hired as the managing director of the distribution team at MacKay Shields LLC.

Jon Reiners was named vice president and business development officer at U.S. Bank Institutional Trust and Custody in Denver.

Kristin McCarthy was hired as a key account executive at ASPire Financial Services. 

Frank Green was named director of strategic partnerships, retirement services, at BMO Global Asset Management.

Adam S. Goldman was promoted to senior managing director of the investment advisory group of Mesirow Financial. 

Carlo V. di Florio will join the Financial Industry Regulatory Authority (FINRA) as executive vice president of risk and strategy.

Ingham Retirement Group has affiliated with LPL Financial’s broker/dealer and registered independent adviser (RIA) custodial platforms. 

Investment management firm Neuberger Berman Group LLC, announced the hiring of 22 emerging markets debt (EMD) investment professionals.

Mitch Flax has been appointed as regional sales director to the sales and client management organization of MassMutual's Retirement Services Division. 

Jonathan S. Sokobin has been named chief economist and senior vice president of the Financial Industry Regulatory Authority (FINRA).

Bradley D. Belt has been named vice chairman of the Orchard Global Capital Group, effective May 1.

David Crotty, Brian Stubbs and Erik Whinery joined the national sales team of Ascensus, the retirement plan provider.

Susan Axelrod will become executive vice president of regulatory operations at the Financial Industry Regulatory Authority (FINRA).

Don (Mac) Mackanos has been named executive director at Alliance Benefit Group, the retirement plan provider.

Transamerica Retirement Solutions has named Jason Crane, senior vice president, head of sales and Patricia Advaney, senior vice president, chief marketing officer.

Ciara Burnham and William Ryan have been appointed chief executive and chief fiduciary officer, respectively, of fiduciary services provider Evercore Trust Company (ETC).

Jennifer Tanck, vice president of client services, and Lisa Esker, customer service manager, are new appointments at ASPire Financial Services LLP.