Retirement Industry People Moves

Segal Group Adds Senior Consultant 

Michael Rosenberg has joined the Segal Group as a senior vice president and senior consultant in the Corporate Retirement Practice.

He brings to his new role more than 30 years of experience as a retirement consultant and actuary. Most recently, he was a partner at Mercer, providing strategic advice to several Fortune 500 clients and other plan sponsors on all issues related to defined benefit and defined contribution retirement plans. Prior to joining Mercer, he worked in Metropolitan Life Insurance Company’s pension business.

A magna cum laude graduate of Binghamton University, Rosenberg holds bachelor’s degrees in economics and mathematics. He is also a Fellow of the Society of Actuaries, an Enrolled Actuary and a Member of the American Academy of Actuaries.

Amherst Capital Management Appoints Managing Director 

Amherst Capital Management, a BNY Mellon investment boutique specializing in U.S. real estate, has expanded its private funds leadership team with the appointment of Damon Pitler as managing director – portfolio manager, private funds.

Pitler, a 15-year commercial real estate and institutional investing veteran, will manage Amherst Capital's U.S. Single Family Equity and Commercial Real Estate Lending portfolios.

"Damon is an exciting addition to our portfolio management team and we are pleased to welcome him to Amherst Capital," says Sean Dobson, CEO and CIO. "Damon's deep institutional investment background, paired with his diverse real estate experience, makes him the ideal person to manage our SFE and CRE portfolios and to enhance our partnerships with institutional investors."

Pitler was a senior investment manager for real assets at the Teacher Retirement System of Texas, where he was instrumental in managing relationships with general partners and developing investment strategies for principal investments across real estate and infrastructure asset classes.

Pitler previously served as director of real estate and infrastructure investments at OAS Investimentos S.A. in Sao Paulo, Brazil. He has also held investment and structuring roles with Brookfield Asset Management and Credit Suisse (via the Situs Companies). He began his career with Clifford Chance in the real estate capital markets and international M&A practices. He graduated from Emory University with a bachelor’s degree in political science and earned a J.D. from The George Washington University Law School.

Unified Trust Announces Digital Advice Manager 

Michael Samford has filled the newly created role of digital advice manager with Unified Trust Company, a fiduciary offering retirement plan investors with a mix of traditional and digital advice.

He will be tasked with guiding the strategy for delivering an innovative, memorable and high quality digital advice experience for clients.

“Over the past decade, Unified Trust Company has designed and offered digital advice for plan participants and individual investors, and we have seen a powerful impact on improved retirement outcomes from our holistic approach. In the coming years, we anticipate substantial growth in this area, and are pleased to have Michael Samford oversee our digital advice and fiduciary process, which will help even more people achieve successful retirement,” says Gregory Kasten, founder and CEO of Unified Trust Company.

Throughout his years at the firm, Samford has served in various capacities including operations, sales and marketing, client service consulting and advisory services. He is on the firm’s Trust Investment Committee and is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF).

Hueler Income Solutions Hires Managing Director  

Elizabeth L. Heffernan has joined Hueler Income Solutions as managing director of business development responsible for growing overall business and creating new initiatives.

Heffernan brings to her new role more than 20 years of experience at Fidelity Investments, most recently as vice president of investment consulting. She also served in sales, marketing, employee education and product development. She is versed in both retirement income and fixed return/stable value products.

Prior to joining Fidelity, Heffernan worked in the employee benefits and compensation areas at Northwestern University and First Colonial Bankshares. She earned a bachelor’s degree from the University of Iowa, holds NASD Series 6, 7, 63, and 24 licenses and is a Certified Employee Benefits Specialist and a Certified Financial Planner.

“Elizabeth’s passion for building lifetime income alternatives for participants and wealth of experience across the defined contribution marketplace is a powerful combination and makes her a significant asset to our growing company,” says Kelli Hueler, founder and CEO, Hueler Companies. “We are thrilled to have Elizabeth on board.”