Tag: Retirement Industry People Moves

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...

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...