Retirement Industry People Moves – 2/27/2026

Beacon Pointe Advisors Names New CEO

Shannon Eusey and Matthew Cooper

Beacon Pointe Advisors, a wealth management and advisory firm, named Matthew Cooper as its new CEO, succeeding Co-Founder Shannon Eusey, who is now transitioning into a new role as chair of the company’s board of directors. Cooper has spent the last 15 years as president of Beacon Pointe.

Beacon Pointe Advisors is a registered investment adviser, with offices and clients located nationally. As of January 30, total company assets included approximately $60 billion in assets under management and approximately $2.5 billion in assets under advisement.

iPipeline Appoints New Chief Revenue Officer

IPipeline, a digital solutions provider for life insurance and wealth management industries, appointed Loren Brockhouse as chief revenue officer and Mike James as executive vice president of professional services, adding to the company’s executive leadership for its next phase of growth. Both leaders will report to CEO Pat O’Donnell.

Brockhouse will lead iPipeline’s North American market strategy, overseeing sales, marketing, revenue operations and customer experience. He brings experience across legal tech and fintech organizations, including BigHand, Vanco and Businessolver.

James will lead the continued transformation of iPipeline’s professional services offering, focusing on operational efficiency and delivery models. He joins iPipeline with three decades of experience in consulting, software implementation and managing services. He has held positions at WellSky, Hyland, Lexmark and Amdocs.

iPipeline also hired Alex Tompkins as vice president of product management, assuming responsibility for the company’s life and wealth value streams.

On iPipeline’s U.K. senior leadership team, Ben Grant will lead the company’s go-market functions, including sales, marketing and customer success.

Lenox Advisors Hires new Senior VP of Financial Planning

Lenox Advisors Inc., an affiliate of NFP, an Aon company, hired Susan E. Owens as senior vice president of financial planning. She has more than 30 years of experience in financial services, adviser training and technology integration.

Owens will focus on enhancing the firm’s financial planning infrastructure and adviser resources.

Owens joins Lenox Advisors from Osaic, where she led enterprise-wide financial planning initiatives for 10,000 independent financial advisers across eight different broker/dealers.

Prior to Osaic, Owens held roles at First Command Financial Services, USAA and UBS.

Sterlington Grows Philly Private Wealth Practice With New Hires

Law firm Sterlington PLLC strengthened its private wealth practice in Philadelphia with the addition of Associate Roberta Bombaci and Estate and Fiduciary Accountants Sheryl Roth and Robert M. Maxwell.

The new hires add to Sterlington’s ability to advise ultra-high-net-worth individuals, families and family offices on sophisticated estate planning, wealth transfer, tax strategy and estate administration.

Bombaci, who joins Sterlington from Troutman Pepper Locke, advises individuals and families on estate and gift tax planning; trusts and estates; and family business succession.

Roth brings more than four decades of experience across fiduciary accounting, estate and trust taxation, and IRS representation. Maxwell brings extensive experience in estate settlement, post-mortem planning and fiduciary accounting.

Sterlington is a full-service law firm focusing on complex corporate litigation, executive compensation and private wealth matters.

Dorsey & Whitney Hires New Health Care Litigation Attorney

Erin Secord

International law firm Dorsey & Whitney LLP hired Erin Secord for the firm’s health care litigation group in Minneapolis.

Secord joins the firm from the U.S. attorney’s office for the District of Minnesota, where she was an assistant U.S. attorney handling broad civil litigation, including restitution enforcement, torts, civil commitments, bankruptcy, foreclosures and affirmative fraud. Secord additionally worked on behalf of several major U.S. federal administrative agencies.

Davis Polk Names New Executive Compensation Partner

Law firm Davis Polk & Wardwell LLP announced that Amanda Hines Gold has joined the firm as a partner in its executive compensation practice in New York.

Gold will be responsible for advising clients on executive compensation matters, such as designing, drafting and negotiating severance; change in control and executive employment agreements; preparing related disclosures for securities filings; and managing all executive compensation and employee benefits aspects of corporate transactions.

Polk joins Davis Polk from Cravath, where she was a partner in the executive compensation and benefits practice.

Employee Fiduciary Hires 2 New Retirement Plan Leaders

Employee Fiduciary LLP, a 401(k) recordkeeper and third-party administrator, announced the addition of Jack Moody as regional sales director and Mark Nicholas as vice president of ERISA and regulatory strategy.

Moody joins with a decade of experience in recordkeeping, as well as trust and custody services. At Employee Fiduciary, he will be responsible for expanding relationships within the adviser community.

Nicholas brings three decades of experience leading retirement service organizations in regulatory compliance, fiduciary best practices and automation, with a focus on small and midsize employers.

Employee Fiduciary was founded in 2004, is headquartered in Mobile, Alabama, and serves more than 5,000 businesses and approximately 140,000 participants nationwide.