Tag: People

Trenton Hazen will bring retirement plan expertise to the advisory.

Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.

Principal promotes Branham to national retirement investment director; Natixis bolsters retirement product sales; Voya hires Marchese to lead wealth solutions...

CAPTRUST adds Leddy as chief compliance officer; Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales...

NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as...

SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head...

Vestwell names Rettig to board of directors; Star Mountain Capital adds DeAngelis as senior adviser; Club Vita appoints Gleed as...

Hopkins parts ways with Carson Group; CalPERS CIO Musicco will step down; Nuveen names Nelson global head of public product;...

The Standard names new national retirement sales directors; Wescott joins NFP as a VP; Index Fund Advisors hires Higgins as...

Early assumes role of chief strategy officer at Vestwell; Principal selects Dessouki as chief marketing officer; Puerto joins J.P. Morgan...

Shelly Nolfi and Holly Monday will join in the newly created positions of assistant vice president for client management and...

Principal adds four industry leaders to support the growth of its U.S. retirement business.

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

T. Rowe Price names new head of global distribution; IRI announces board changes; Northern Trust appoints Calcagno as senior wealth...

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

DriveWealth appoints Pizzorusso as global CFO; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.  

CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives;...

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

NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP.