On the Move

Reported by PLANADVISER Staff

 


➜ SageView Advisory Group hired Javier Obando as a retirement plan consultant in its Newport Beach, California, office. 

➜ The Securities and Exchange Commission appointed Richard Best as director of its division of examinations.  

➜ Advisor Group will acquire Infinex Financial Holdings Inc., the holding company of a privately held broker/dealer. 

➜ OneDigital appointed Jyoti Mokal as vice president of product. 

➜ Newfront expanded its retirement services team with the hire of Rich Schainker as fiduciary expert.

➜ Richard Porter will lead Nationwide’s brokerage annuity distribution channel. 

➜ Suzanne van Staveren joined Edelman Financial Engines as executive vice president and chief financial officer.

➜ T. Rowe Price Group Inc. announced that Poppy Allonby is joining the firm as head of environmental, social and governance enablement. Voya Financial Inc. hired Stacey Hughes as a senior vice president and chief information security officer. 

➜ Certified Financial Planner Board of Standards Inc. named Michael Kothakota as its first head of research.

➜ Mercer Global Advisors Inc., has acquired Sanford Advisory Services LLC, a wealth management firm headquartered in Portage, Michigan. 

➜ Kellie Kane joined NEPC as a partner and chief operating officer. 

➜ Verity Asset Management appointed Jae Di Lorenzo as director of participant engagement and as ambassador for the company’s plan governance platform.

➜ Alerus promoted Rob Woytassek to senior vice president and director of retirement and benefits.