Tag: Retirement Industry People Moves

Deloitte management consultant leader exits; Regions Bank appoints Hancock to new role; and more.

SEI names chief AI strategist; Callan taps director of public, private markets research; FuturePlan by Ascensus gains regional VP; and...

Hub International creates cross-sell leadership role; Lincoln Financial promotes executives to committee roles; Empower taps new lead for government, Taft-Hartley...

Fiduciary Trust Co. hires investment officer; Guardian appoints head of client solutions; Wells Fargo hires AI leader; and more.

Nationwide Retirement Solutions announces new product development leader; Jackson Lewis names leader for ERISA complex litigation group; Ascensus adds 2...

Orion Adds New Product Lead; Nationwide Announces Retirement Leadership Moves; Morgan Lewis Rehires Engle to ERISA Practice; and more.

Brian Haloossim becomes president of Lido Advisors; Erica Bloudek joins Wilde Wealth Management Group as chief operating officer; Shane Kelly...

Impact Community Capital promotes Andrew Zimmerman to CIO; Alerus hires Paul Villanueva as retirement sales VP; SEC Deputy Director of...

Raymond James gains head of ETF strategy; Marsh appoints health practice leader; SILAC names new president; and more.

Morgan Stanley adds new member to Fiduciary Consulting Group; Orion appoints new wealth management sales lead; Manulife John Hancock Retirement...

Mercer rearranges senior investment leadership; Glenmede appoints a New York regional director; Nationwide taps head of annuity business development; and...

Dan Morrison, previously at Empower, has more than 25 years of experience.

Finseca elects Prudential’s Moira Buckley as secretary, future board chair; GW&K names 3 new partners; Voya hires Bill Whittington to...

Todd Lacey joins a retirement plan services division led by a former colleague from Transamerica.

Cresset names executive managing director, institutional consulting; Republic Capital Group appoints chief compliance officer; Oppenheimer names head of debt private...

Blackstone announces leadership appointments in private wealth division; Lenox Advisors announces partner promotions; Northern Trust Wealth Management adds global head...

GW&K promotes Michael Clare to president; Jason Levy promoted to head of retirement policy at Great Gray; Hashdex appoints Mick...

Beacon Pointe Advisors names new CEO; iPipeline appoints new chief revenue officer; Lenox Advisors hires new senior VP; and more.

Gimarelli joins Sowell as chief development officer; World Investment Advisors taps Sheftic as chief growth officer; AE Wealth appoints Larson...

Citi hires heads of multi-asset-class solutions, portfolio construction; Hub International appoints vice president, private client risk adviser; and more.