Deals & People

Pete Margiotta has been named executive director and client adviser for the national accounts team at J.P. Morgan Defined Contribution Investment Solutions. 

Eric Dyson has joined USI Consulting Group as vice president of retirement services.

Paul Myers has joined Mercer as principal in the communications practice of the firm’s talent business.

Robert Black, Glen Cohen, Chris Finch, Kumar Jagdeo II and Court West have been hired as wholesalers by Nationwide Funds Group to drive mutual fund growth.

Mirae Asset USA has named Peter P. Graham chief executive officer; Robert P. Mulligan, president; and Robert E. Shea, chief operating officer.

Anne Lundberg has been named U.S. consultant relations head of Man Group, an alternative investment manager.

E. Thomas Johnson Jr. has been appointed senior adviser at Retirement Clearinghouse LLC (RCH) in Charlotte, North Carolina.   

Kristin Pelling has been named director of defined contribution (DC) consultant relations at Putnam Investments.

Matt Vanaman was named managing director of investment consulting, a newly created position, for Compass Financial Partners.

Joseph Mulford, Glenn Harris and Daniel McFadden have joined the U.S. institutional group of SEI.

John Carter has been named leader of Nationwide Retirement Plans.

Jim Kourkoulakos was named a senior portfolio manager for fixed income at Munder Capital Management.

Joshua Haynes was named regional sales director at Great-West Financial for the Colorado, New Mexico and Wyoming markets.

PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser of the Year awards, in three categories.

 Institutional Securities Corporation (ISC) has been acquired by a team led by Scott A. Hayes, the firm’s executive vice president.   

Joseph DeLude joins MassMutual's Retirement Services Division as a managing director of institutional sales. 

Jeffrey MacDonald has been named managing director and senior portfolio manager on the fixed-income team of Fiduciary Trust Company International. 

Brian Flanagan was named regional director for the Midwest at the Newport Group.

LPL Financial LLC announced the departure of Bill Dwyer, president of national sales, who has decided to pursue other personal and professional interests.

Sean Kurian has been hired as executive director and Lead LDI [liability-driven investing] Structuring Specialist for J.P. Morgan Asset Management.