On the Move
➜ The California Public Employees’ Retirement System (CalPERS) board of administration elected Theresa Taylor as board president and Rob Feckner as vice president.
➜ LeafHouse Financial announced that Todd Kading will serve as its new CEO. Neal Weaver will become president, and Dallas Villarreal will be the new chief compliance officer.
➜ Registered investment adviser firm Creative Planning Inc. acquired Reilly Financial Advisors, which has more than $2 billion in assets under management.
➜ OneDigital acquired Gouldin & McCarthy (G&M), an independent RIA founded by Mike Gouldin and Dan McCarthy.
➜ Keightley & Ashner, a Pension Benefit Guaranty Corporation-focused law firm, will join The Wagner Law Group’s Washington, D.C., office.
➜ Voya Financial appointed Jay Washington to the new position of assistant vice president, diverse market segment.
➜ Global financial services firm Hub International Ltd. acquired the assets of Gold Sky Benefits LLC and Fiducia Group.
➜ Mercer named Holly Verdeyen its U.S. defined contribution leader. She will manage the strategy, development and growth of Mercer’s DC and financial wellness business.
➜ The partner-owned advisory firm Moneta appointed Deborah Dubin as its first-ever chief philanthropy officer.
➜ Carillon Tower Advisers, a multi-boutique asset-management firm, promoted Joy Facos to head of sustainable investing and corporate responsibility.
➜ American International Group announced that Constance Hunter will join its executive leadership team as executive vice president, global head of strategy and ESG [environmental, social and governance] early this year.
➜ Ryan Franken has rejoined Transamerica as its national sales manager of retirement large markets.
➜ John Hancock Investment Management named Andrew Brosco as a managing director, defined contribution investment only specialist, for its central territory.
➜ The Retirement Advantage Inc. has acquired The Law Offices of R. David Danziger, of Southampton, Pennsylvania.
➜ SageView Advisory Group executed definitive agreements with Capital One Investing to acquire investing client portfolios with $900 million in assets under management.
➜ Annie Chor Joyce was named head of environmental, social and corporate governance for Amundi U.S., the U.S. business of Amundi, an asset management firm.
➜ Aon hired Doug Melton as its new global analytics and actuarial leader, health solutions.
➜ Global law firm K&L Gates LLP welcomed Victor Chang as a partner in the benefits, employee stock ownership plans and executive compensation practice area.