Tag: Retirement Industry People Moves

LaSalle Investment Management appoints Michael Raso as global head of private wealth; Opto Investments appoints a principal product manager, head...

Prime Capital Financial hires Ekaterina Sheliga; American Beacon selects Matthew Tripp as vice president, senior client portfolio manager; ASPPA, ARA...

FLX Networks adds 2 to advisory board; Carson Group hires divisional president of integrated channel; Truxton appoints portfolio manager; and...

Fiduciary Trust International adds 2 relationship managers; IRI appoints chief government, political affairs officer; TCW Group names managing director; and...

CFP Board elects 3 to board of directors; Lear appoints Eric Stephenson as director of research; The Standard hires Taylor...

Sage Mountain names Danica Griffith chief growth officer; Edward Jones hires Vanguard’s data chief; Mercer Advisors announces new chief platform...

Daybright Financial appoints Beau Adams president; Pacific Financial Group names Michael Mendenhall EVP; TIAA adds executive for tech, AI risk;...

Beacon Pointe makes 2 executive leadership appointments; David Haughton joins Hargrove as VP of engagement; IRA Financial selects Tony Unkel...

Alight names wealth solution leader; Council of Institutional Investors appoints executive director; Merit Financial Advisors hires chief technology officer; and...

Prosperity taps Jeff Lenhart as president; Jackson Lewis names new employee benefits principal; and State Street appoints Pete Dorsey as...

Marsh names Thomas Cannataro as U.S. wealth management leader; Citi Wealth hires Alex Kokolis as head of investments platform experience;...

Yaqub Ahmed leaves Franklin Templeton after 17 years with its retirement team.

Citi Wealth names new head of wealth planning; Arden Trust Co. names a new president; Manulife John Hancock Retirement makes...

Cornerstone Research names Bryan Ricchetti CEO; Franklin Templeton expands global client group leadership; The Standard names Tony McMasters regional VP...

Guardian Life names Kevin Luebbers head of distribution; MAP Retirement appoints Echo Robinson regional VP of sales; and Chantel Sheaks...

Daybright Financial appoints chief financial officer; Advisor360 names chief revenue officer; Nationwide Retirement Solutions expands sales leadership; and more.

HarbourVest Appoints Global Private Wealth COO, Product Management Head; Modera Wealth Management hires new CIO and COO; and more.

Lido Advisors appoints Dan Marquis as CFO; IRALogix hires Lisa Matthews as VP of fraud and risk; Cerity Partners hires...

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...