Retirement Industry People Moves – 11/6/2026

Former Edelman CEO Becomes Executive Chairman of Son’s Wealth Firm

Larry Raffone

Larry Raffone, the former CEO of Edelman Financial Engine, joined Aligned Wealth Advisors LLC as a founding partner and executive chairman. His son, Nick Raffone, is Aligned’s president and chief financial officer.

Larry Raffone said in a recent company video that Aligned was the first opportunity that had interested him since his 2023 retirement from Edelman. On LinkedIn, he wrote that the firm “puts clients first, builds on transparency and trust, and helps families align their wealth with what matters most.”

He said in the video that when he met Aligned Co-Founders Pat Dwyer and Gregory Pool, previously managing directors at NewEdge Wealth, they all were “on the same page” regarding their vision for a firm.

“The more we thought about the firm we wanted to build, the culture we wanted to create, the work ethic, that family lifestyle that we wanted, we were like, ‘You know what? The disruption’s staring us right in the face,’” Larry Raffone said in the video. “We have an opportunity to work with this small group to try to create something very special. It was too good to pass up.”

Osaic Appoints Head of Empowered Independence, Chief Marketing Officer

Manish Shrivastava

Tom Metzger

Osaic Inc. recently named Tom Metzger as head of empowered independence and Manish Shrivastava as chief marketing officer.

Metzger will lead the strategy and continued expansion of Osaic’s Empowered Independence channel, a division designed for entrepreneurial financial advisers and wealth management practices that want to focus on clients, rather than on the operational side of running a company.

Metzger has two decades of wealth management leadership experience, including adviser recruiting, and joins Osaic from Citizens Financial Group, where he served as head of private wealth. Previously, he held leadership positions at First Republic Bank, Wells Fargo and J.P. Morgan Chase.

Based in San Francisco, Metzger succeeds Cindy Hamel in leading Empowered Independence, with a planned transition of responsibilities designed to maintain continuity for financial professionals and their teams. Hamel will become head of business operations and execution.

Shrivastava, who is based in Atlanta, will oversee the firm’s enterprise marketing strategy, including brand, communications, growth marketing and go-to-market initiatives.

Shrivastava has three decades of experience in marketing, brand strategy and customer experience and joined Osaic from PulteGroup, where he served as chief marketing officer for 12 years. Earlier in his career, he held leadership positions at the Coca-Cola Co., Home Depot and Procter & Gamble.

Integrated Private Wealth Expands Leadership, Advisory Team

Integrated Partners, a financial planning and registered investment advisory firm, announced that its private wealth firm, Integrated Private Wealth, expanded its leadership and advisory team with three hires and one internal promotion.

Ron Bowker became chief of staff, Emmett Maguire III became director of multi-asset strategy and research, Audree Bobinger became an associate family adviser and Marquis Richardson was promoted to associate family adviser.

Bowker brings more than 25 years of experience in strategic leadership, operations, finance and organizational development. In his new role, Bowker will oversee strategic initiatives, strengthen operational processes and enhance coordination across the firm.

Maguire brings extensive investment research and portfolio construction experience spanning public and private markets, manager due diligence and multi-asset strategy. He will lead investment research and strategy, with an emphasis on tax-aware investing, concentrated-stock considerations and portfolio solutions for families with complex financial needs.

Bobinger has nine years of financial services experience, and her background includes retirement income planning, estate planning coordination, risk management and advising business owners and multigenerational families. She will support comprehensive planning, client relationships and the implementation of coordinated wealth strategies.

Richardson, who joined IPW in 2023, is an accredited wealth management adviser who has supported planning strategies involving tax, estate, business-sale, investment and retirement considerations.

AssetMark Appoints New Senior VP, Head of Investment Platforms and Solutions

Kate Winters

AssetMark Inc., a wealth management platform for independent financial advisers, appointed Kate Winters as senior vice president and head of investment platforms and solutions. Reporting to David McNatt, chief wealth solutions and strategy officer, Winters will lead AssetMark’s investment platform teams and enterprise-wide commercial strategy, with a focus on expanding the firm’s capabilities across registered investment advisers, high-net-worth, private markets and other growth areas.

Winters will help advance AssetMark’s evolution from a traditional turnkey asset management program into a more comprehensive wealth management platform, according to the announcement.

Winters has more than 25 years of experience in investment product strategy, platform innovation, strategic relationships, regulatory oversight and wealth management. Most recently, she served as senior vice president, investment products and strategic partners, at LPL Financial.

The Standard Hires Michael Leonard as Regional VP in Retirement Plans

Michael Leonard

Standard Insurance Co. appointed Michael Leonard as regional vice president in retirement plans. In this role, Leonard will serve advisers throughout the California Central Valley, including Sacramento, and northwestern Nevada, including Reno.

Leonard has 18 years of retirement plan industry experience, focused on helping advisers and employers evaluate and implement retirement plan solutions.

Before joining The Standard, Leonard served as regional vice president at Ascensus. He earned a bachelor’s degree in marketing from Santa Clara University.

Mesirow Names Shawn Beber as CEO

Shawn Beber

Mesirow Financial Holdings, Inc. appointed Shawn Beber as the firm’s next CEO. Mesirow’s board of directors voted unanimously to appoint Beber to the role.

Beber joins Mesirow after more than two decades at the Canadian Imperial Bank of Commerce, where he held several senior leadership roles across businesses, including U.S. commercial banking and wealth management, risk management, legal and strategy and corporate development.

Most recently, Beber served as president and CEO of CIBC Bank USA.

Marsh Appoints President of Workforce and Rewards, Chief AI Officer

Marsh appointed Peta Latimer as president of workforce and rewards, effective immediately. She will report to President and CEO Pat Tomlinson.

Latimer succeeds Ilya Bonic, who was appointed to the newly created role of chief artificial intelligence officer for people and investments, effective immediately. Bonic will report to Tomlinson and Paul Beswick, chief information and operations officer.

Based in New York, Bonic will lead Marsh’s AI portfolio and work closely with business leaders, clients, and colleagues across the company.

Latimer, also based in New York, most recently served as Marsh’s Asia regional president for people and investments, leading the business across 11 markets. Prior to Marsh, she was a partner in KPMG’s people and change practice in the Asia-Pacific region and led IBM Kenexa’s smarter workforce business in Asia and the U.K.