Tag: Investment Managers

Retirement Industry People Moves

$5 billion multi-family office and investment firm Nordwand Capital launches in Pennsylvania; Millennium Trust names new CEO; Cetera bolsters business development team with three new hires; and more.

Retirement Industry People Moves

Credit Suisse Asset Management appoints head of product; Milliman expands Employee Benefits Administration sales team; Strategic Investment Group hires head of non-U.S. equity; and more.

Retirement Industry People Moves

Principal Financial Group hires U.S. insurance solutions distribution leader; Prudential Financial announces leadership succession for U.S. and international businesses; NEPC expands real assets team with real estate industry veteran; and more.

Retirement Industry People Moves

SageView Advisory Group to acquire women-led Lakeview Wealth Management; Corebridge Financial hires president of retirement services; UBS hires seven in California; and more.

Retirement Industry People Moves

Pontera appoints its first chief marketing officer; Pacific Life announces new head of defined contribution lifetime income; Dorsey & Whitney names new partner; and more.

Retirement Industry People Moves

Allspring Global Investments hires U.S. distribution leader; Franklin Templeton hires U.S. institutional senior consulting adviser; Alger appoints head of distribution to further expand global sales; and more.

Retirement Industry People Moves

Triton Pacific Securities expands RIA focus; Millennium Trust names chief marketing officer; Commonwealth hires deputy general counsel and chief privacy officer; and more.

Retirement Industry People Moves

J.P. Morgan Asset Management hires new head of retirement; Stadion’s two new hires to capitalize on growing interest in managed accounts; Northern Trust bolsters digital solutions consulting team; and more.

Retirement Industry People Moves

SEI names new family office and regulatory services leader; Security Benefit adds new financial institutions director; Creative Planning acquires Wipfli Financial Advisors; and more.