Tag: CIO

David Bailin, who ran the investment office of Citi’s wealth division, is leaving May 15.

Bradford Long, current chair of the firm's investment committee, will be replacing Matthew Rice as chief investment officer. 

Perigon selects Hasan as CIO; State Street appoints Donohue as head of sustainability; GoldTree hires Plotke as principal.

Nate Garrison will lead all of Pensionmark’s financial services companies in their investment strategy.

NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.

Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...

Gilfedder received an internal promotion effective March 1, having been with the firm since 2014. 

CastleKeep names Mike Benevento partner; Snowden Lane Partners adds Eduardo Alvarez Andreu; Matt Berman named president at Foresters Financial; and...

Securian Financial announces promotions, new head of asset management subsidiary; Alerus Financial names new retirement specialist; MassMutual CIO to retire;...

Empower names Waddell head of new individual investor division that includes Personal Capital; Pentegra names new CEO as Pinto retires;...

OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.