Retirement Industry People Moves

Segal appoints Tauzer to senior VP; Cerulli promotes O’Brien to director; Newton announces Brain as deputy CIO; and more. 


Segal Appoints Tauzer to Senior VP

Todd Tauzer

The Segal Group promoted Todd Tauzer to senior vice president at the San Francisco-based workplace benefits and human resources consultant, a spokesperson confirmed.

Tauzer is responsible for “partnering with major city, county, and other municipal retirement systems, primarily throughout California and the West, to build and maintain funding policies and system practices to secure benefits over time through sound funding discipline and thoughtful risk management strategies,” Tauzer wrote on LinkedIn.

Tauzer had been Segal’s national public sector retirement practice leader, having joined in 2019 as a vice president and actuary.

Cerulli Associates Promotes O’Brien to Director

Shawn O’Brien

Cerulli Associates promoted Shawn O’Brien to director of retirement data and analytics, reporting to Bing Waldert, managing director of U.S. Research.

O’Brien was previously an associate director of retirement, responsible for leading the retirement practice. He joined Cerulli Associates in 2019 as a senior retirement analyst.

Newton Investment Management Announces Brain as Deputy CIO

Paul Brain

Newton Investment Management, part of BNY Mellon Investment Management, has promoted Paul Brain to deputy chief investment officer.

In the newly created role, Brain will focus on developing Newton’s multi-asset capabilities. Brain’s existing role as head of fixed income will be assumed by Ella Hoxha, who joins from Pictet Asset Management, on July 31.

“Paul has been with the business for over 20 years and has a depth of experience that will provide our multi-asset franchise with a rigorous leader committed to delivering innovative client solutions anchored on investment performance,” Euan Munro, Newton’s CEO, said in a statement.

SS&C Announces Appointment of Schell as CFO

Brian Schell

SS&C Technologies Holdings Inc. announced the appointment of Brian Schell as chief financial officer and executive vice president. He will report to SS&C Chairman and CEO Bill Stone.

Schell joins the firm from Cboe Global Markets, where he was executive vice president, CFO and treasurer. He has more than 30 years of experience at financial institutions, including H&R Block, the FDIC, KPMG and JP Morgan.

“I am pleased to welcome Brian,” Stone said in a statement. “Brian is a seasoned finance leader in the technology and financial services industries and is known for deftly navigating the capital markets.”

Bui Named Head of U.S. Equities, ETPs at Nasdaq

Giang Bui has started a new position as head of U.S. Equities and ETPs at Nasdaq, according to LinkedIn and confirmed by a spokesperson.

Bui previously served as head of U.S. exchange-traded products at Nasdaq. Prior to Nasdaq, she worked at Cboe Global Markets as director of listings and manager of exchange-traded products.

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