Tag: Hiring firing

Promotions, additions and acquisitions at Rothschild Asset Management, Benefit Controls of the Carolinas, Russell Investments and more.

Promotions in the Index funds division at LGIMA.

The Lincoln Financial Network WISE Group found, once people get a better sense of what it means to be an adviser and to work in financial services, often...

Jamie Ohl leaves Edward Jones for Lincoln Financial Group; Daniel Caffrey joins The Retirement Advantage; Barbra A. Byington and Christopher Jarmush receive promotions at Gallagher Fiduciary Advisors; Brett...

Joseph Gill joins Rothschild’s Asset Management Institutional Sales team; Diana Jordan comes to Unified Trust Company; Julie Niccum rejoins Ascensus.

In the wake of David Tyrie’s move to a different unit, Bank of America has announced a number of staff changes.

Antonio Duarte has joined Fiduciary Investment Advisors as a consultant.

Anova Consulting Group has added two executive interviewers and one senior research analyst to its staff.

Robert Zeidman, a business development officer in PNC’s institutional asset management unit, is now OCIO product specialist.

Paul Murray has experience working with hospital and higher education 401(k)s and 403(b)s.

Kristin Dunlevy, a retirement plan adviser, will open the Louisville office of ProCourse Fiduciary Advisors.

LIMRA research finds promising alternatives to hiring from online job boards.

Brian C. Ford has joined asset management firm The TCW Group as a senior vice president for the institutional marketing team. 

Yie-Hsin Hung has been named chief executive of New York Life Investment Management after serving as co-president of the division.

SageView Advisory Group has hired Kerrie Casey to deliver retirement planning services from within its Boston practice.

Ron Cohen has joined Wells Fargo Funds Management LLC as head of sales for the defined contribution investment only and registered investment adviser channels.

Rodney Balbuena has joined SageView Advisory Group in the firm’s newly opened office in Pasadena, California, while Cathy Christ comes to the Irvine office.

T. Rowe Price, a global investment management organization, announces three significant changes to its leadership.

Jennifer Brooks has joined NFP Retirement as a retirement plan consultant and specialist in the Employee Retirement Income Security Act (ERISA).

John Hancock Retirement Plan Services hired Nick Barcelona as a regional vice president, responsible for sales and relationship development with financial representatives and plan consultants.