Retirement Industry People Moves

OneDigital hires chief information officer; the CFP Board appoints new chief financial officer; Alight hires wealth consultant relations director; and more.

By DJ Shaw
Art by Subin YangArt by Subin Yang

OneDigital Hires Chief Information Officer

OneDigital, an insurance brokerage, financial services and HR consulting firm, has announced the hiring of Marcia Calleja-Matsko as chief information officer. Calleja-Matsko steps into her role as OneDigital continues to scale its teams, products and IT infrastructure.

In this role, Calleja-Matsko will focus on the continued evolution of the firm’s technology platform to help the business achieve its objectives at pace and scale.

Calleja-Matsko is a seasoned IT executive with over 30 years of global IT experience and a background in building strong business relationships and executing complex technology and process solutions. Most recently, she was CIO and vice president at Avanos Medical, where she was responsible for all IT functions worldwide, including strategic planning and execution of their global technology services. Prior to her time at Avanos, Calleja-Matsko served as the global director for IT data center demand and business management for SITA. In addition to her role at OneDigital, Calleja-Matsko is passionate about preparing young women and single mothers for STEM careers, and she serves on the board and as a mentor at Women in Technology. She also holds a vice chair position at GeorgiaCIO.

 

CFP Board Appoints New Chief Financial Officer

The Certified Financial Planner Board of Standards, Inc. has announced Kevin Yea as its new chief financial Officer, effective May 2. He succeeds Roger Myers, CPA, who will be retiring after more than 10 years of service overseeing the CFP Board’s finance, information technology, office operations and marketing functions.

“We thank Roger for the significant contributions he made to CFP Board’s growth during his tenure and wish him the very best in this next phase of his life,” says CFP board CEO Kevin R. Keller. “Kevin [Yea] comes to CFP board with significant experience in the financial planning profession, having worked alongside CFP professionals during his time as a private investment manager and as CFO at a nationally recognized investment advisory firm.”

Yea will be based in the CFP board’s Washington, D.C., headquarters, where he will lead all financial activities of the CFP Board, including finance, accounting, budgeting, enterprise risk management, information technology and office administration and facilities. In this position, Yea will serve as a partner to the CEO and the board of directors and be responsible for collaborating with other members of the executive leadership team to execute the organization’s priorities and generate revenue growth. He will report directly to Kevin R. Keller.

Yea joins the CFP Board from Ashoka, where he served as CFO and treasurer. Prior to Ashoka, Yea was an adviser and CFO at Keel Point, an SEC-registered investment advisory and financial planning firm. Before making the switch to wealth management, he worked in the assurance and advisory practice at PricewaterhouseCoopers LLP, where he provided auditing services for public and private companies. He also co-founded Pencil Joy, an illustration company meant to inspire people to share moments through art and stories.

Yea holds a Bachelor of Science in accounting from Brigham Young University.

 

Alight Hires Wealth Consultant Relations Director

Alight Solutions, a cloud-based provider of integrated digital human capital and business solutions, announced that Kristan “Stan” Boyle has been named wealth consultant relations director. Boyle will work with national and regional consulting firms to develop new investment consulting relationships that drive revenue for Alight in the defined contribution and defined benefit space. She will report to Alison Borland, Alight executive vice president, wealth and wellbeing solutions.

Boyle joins Alight from Prudential Financial, where she served in various roles for over 20 years. Most recently she was vice president of national consultant relations, where she was responsible for developing and growing Prudential Retirement’s consultant relationships nationally.

Boyle is an avid mentor who developed and inspired talent during her time at Prudential Financial. She is an alumna of Barat College of DePaul University in Lake Forest, Illinois, a passionate supporter of Girls Rising, a member of Open Heart Magic Marathon’s fundraising team and an advocate of the Leukemia and Lymphoma Society and the Make-A-Wish Foundation.

 

EBRI Announces Appointments to Retirement Security Research Center

The Employee Benefit Research Institute’s Retirement Security Research Center has announced the appointment of Naomi Fink as chairperson and Kelly Hahn as vice-chairperson of the think tank known for data-driven analyses of the current state of retirement planning and spending.

Fink is a retirement economist at Capital Group focusing on institutional retirement. She has 24 years of financial industry experience and has been with Capital Group for five years, during which she has conducted research on retirement-related topics including savings, investment, income, demographics and health. Before joining Capital Group, Fink founded Europacifica Consulting, a global economics and strategy consulting firm. She holds an M.S. in specialized economic analysis (macroeconomic policy and financial markets) from Barcelona GSE, an M.A. from the University of St. Andrews and was nominated to the Japan Society of Monetary Economics in 2014.

Hahn has been a financial and investment industry executive for over 20 years. She is executive director at J.P. Morgan Asset Management, where she works as a defined contribution strategist. In this role, Hahn is responsible for developing and delivering retirement insights into defined contribution plans to improve retirement outcomes. Previously, Hahn worked in investment banking at Goldman Sachs. She earned a B.S. in mechanical engineering from University of Illinois at Urbana-Champaign and an MBA from Columbia Business School.

 

NISA Investment Advisors Names New Investment Strategies and Client Solutions Director

NISA Investment Advisors, LLC, an independent manager of institutional assets, has announced that Tony Gould, CFA, and a CAIA Charter holder, has joined the firm as director, investment strategies—client solutions. In this new position, Gould will partner across the organization to champion product development and client engagement initiatives to support NISA’s future growth. Gould has been with AQR Capital Management as a managing director for almost six years.

Before his tenure with AQR Capital Management, Gould was a managing director, head, global pension solutions and advisory with J.P. Morgan Asset Management for nearly five years. Prior to that, he was a managing director with Barclays Capital. He has also held senior-level positions with Lehman Brothers and Franklin Templeton Investments.

Tony holds a U.S. patent for a proprietary method of replicating a bond index via derivative instruments. He earned a Bachelor of Economics from the London School of Economics and Political Science.

 

Transamerica Appoints New President of Workplace Solutions  

Transamerica announced the appointment of Phil Eckman as president of its workplace solutions division and member of the Transamerica management board, effective June 1. Eckman is an accomplished, 25-year veteran of Transamerica who currently serves as chief operating officer for workplace solutions. After 36 years of outstanding leadership, Kent Callahan, the current CEO of workplace solutions, will assume the role of vice chairman of Workplace Solutions to support Eckman’s transition and drive core strategic initiatives until the end of 2022, when Callahan will retire. Both Eckman and Callahan will report to Will Fuller, president and CEO of Transamerica.

Callahan joined Transamerica in 1986. He has held several leadership positions dedicated to the U.S. and global retirement industry, including president and CEO of Transamerica Latin America, U.S. mutual funds and stable value solutions; president of investments and retirement; and president of employer solutions and pensions. In May 2020, he was appointed CEO of workplace solutions. He also played an instrumental role in Transamerica’s acquisitions of Mercer’s U.S. defined contribution business in 2015 and TAG Resources, LLC in 2022.

As president of Transamerica’s workplace solutions division, Eckman will lead the next phase of expansion, continuing its growth strategy in employer-sponsored retirement plans, employee benefits, stable value solutions, individual retirement accounts and the advice center.

Eckman’s experience includes many executive leadership roles at Transamerica, involving managing distribution, directing operations and innovating to build new lines of business. As COO for workplace solutions, he fostered a customer-centric culture, delivering year-over-year improvements to Transamerica’s services for financial professionals, employers and customers.

Eckman also serves as president of Transamerica Retirement Advisors, LLC, and on the board of Transamerica Investors Securities Corporation. He holds the Series 7, 63 and 24 securities registrations. Eckman earned a J.D. from William Mitchell College of Law and a B.A. in accounting from Gustavus Adolphus College.

«