Deals & People February 14, 2013

Reliance Trust Hires Two in Retirement Strategies

Reliance Trust Co. added Robert Thomann and David H. Williams to its Retirement Strategies group.

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Thomann joins the company’s retirement strategies group as product manager for its collective investment trust (CIT) business, and Williams will manage all of the special fiduciary services team’s activities.

Thomann brings more than 25 years of experience in the financial services industry, including collective investment funds, client services, investment management, finance, operations, regulatory and legal affairs, investment performance reporting, audit, custody, fund accounting, investment sub-advisers and vendor management.

Before joining Reliance Trust, Thomann served as head of trust services for a national trust company affiliated with a global investment management firm, and he previously led a division of a global financial services company that provided investment management and trust services for personal trust, defined benefit (DB) and defined contribution (DC) plans, including 401(k) and other qualified ERISA plans. He holds a Bachelor of Science degree and a Master of Business Administration degree from Fairleigh Dickinson University.

Williams brings more than 40 years of Employee Retirement Income Security Act (ERISA) legal and employee stock ownership plan (ESOP) experience to Reliance Trust. He will manage the special fiduciary services group and contribute to the strategic development of fiduciary activities for Reliance Trust. Williams will also work with Reliance Trust’s senior leadership to advance several of the company’s long-term initiatives and programs for its special fiduciary services group. He will work alongside Reliance Trust’s senior fiduciary consultants Stephen Martin, Howard Kaplan and Lance Studdard.

Williams is a former partner and attorney at Schiff Hardin LLP. Before his position at Schiff Hardin, Williams was a partner at two additional law firms and an associate at two others. He received a Juris Doctor from The Ohio State University College of Law, a Master of Arts in political science from Columbia University and a bachelor’s degree from Denison University.

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