Tag: Retirement Industry People Moves

World Investment Advisors hires CFO; The Standard hires Daniel Kretz as retirement plans VP for Maryland and D.C.; Mercer promotes...

Prime Capital Financial appoints new regional wealth management lead; CFP Board names new managing director; John Hancock adds 2 trustees...

The Wagner Law Group hires 3 senior attorneys; Prime Capital announces promotion of VanderLinde to president of Liberty Wealth Advisors;...

Hartford Funds adds c-suite executives; Northern Trust names head of product strategy; SEI hires executive vice president; and more.

Alternatives specialist Camarda joins Star Mountain Capital; Nuveen promotes Malik to head of equities, fixed income; FINRA adds SVP heads...

Cambridge Investment Research hires Robertson as senior director of retirement plans; FinServ adds Treichel, Rhoiney to board; Voya brings Mullaney...

McGlynn promoted to director of national partnership sales at Pacific Life; Munari named chief product officer at MSCI; Pentegra hires...

New York Life Institutional taps Grieco to lead nonqualified compensation distribution; Nationwide appoints Rodriguez to lead institutional sales for retirement; OneDigital promotes Bailey to head Northeast; and more.

Sequoia Financial hires chief strategy and partnerships officer; TIAA names new head of consultant relations; The Standard taps regional vice...

CFP Board appoints managing directors; Royal Bank taps Sanya as CEO of U.S. asset management; Aon names Reese CFO; and...

3(38) Investment Fiduciaries adds director of investments; Freedom Fiduciaries hires retirement plan consultant; Miller to lead AssuredPartners retirement services practice;...

Hopkins elevated to chief wealth officer at WSFS; Abrdn CEO steps down as asset manager searches for a replacement; Principal...

Mercer promotes Martine Lellis to M&A lead; The Retirement Advantages hires a plan consultant; Empower announces chief compliance officer; and...

Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; OneDigital adds Flach as senior consultant; and more.

PRI hires retirement plan executive; The Standard hires an AI lead; Broadridge names Kirkland to mutual fund regulatory team; and...

PCS Retirement hires head of corporate development; Principal names Bhatia asset management arm CEO; Voya adds two MEP-focused roles; and...

Ascensus names Torgerson to lead; New York Life hires Nixon as head of group benefit solutions claim operations; Pettman joins...

Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at...

NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; top adviser DeBello joins CAPTRUST; LeafHouse promotes...

Nicolet National Bank brings on new wealth, private client services head; Standard appoints new corporate actuary and chief risk officer;...