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Retirement Industry People Moves
Ice Miller grows its governmental benefits team; Kristin McCarthy named head of product at PCS Retirement; Mark Proctor joins Latham & Watkins LLP in New York; and more.
Ice Miller Grows Its Governmental Benefits Team
Nicole Giambarrese, the former General Counsel of the New York City Police Pension Fund, has joined law firm Ice Miller as a partner on the firm’s Governmental Benefits team.
Giambarrese spent more than twenty years serving the largest municipal police department in the world, which postions her to help local and state governmental employers, as well as retirement systems, navigate employee benefit issues and federal tax compliance, according to a statement.
“We are thrilled to welcome Nicole to our comprehensive and multifaceted Governmental Benefits team,” said Kathleen Sheil Scheidt, partner and chair of Ice Miller’s Workplace Solutions Group. “Nicole’s extensive knowledge of employee benefits law, coupled with her leadership experience in public pensions, make her a valuable asset to our clients.”
Ice Miller has served government entities across 43 states, the District of Columbia, and the federal government for more than 40 years.
Kristin McCarthy Named Head of Product at PCS Retirement
PCS Retirement named Kristin McCarthy head of product, where she will lead the strategic direction, development, and management of PCS’s product portfolio, focusing on the ERISA and Individual Retirement business lines, the company said.
McCarthy has more than 25 years of industry expertise, having worked previously at Aspire Financial, Morningstar Investments, and Benetic Inc. She holds an MBA from Elon University and a degree in Finance from Virginia Tech.
“We are thrilled to welcome Kristin. Her extensive experience and dynamic approach to product strategy will be instrumental in advancing PCS’s mission to deliver unmatched products and services to financial professionals and their clients,” said Scott David, PCS CEO, in a statement.
PCS also announced that Ted Harlan will assume the role of head of business transformation, responsible for leading enterprise-wide initiatives that align with PCS’s corporate growth strategy. “Ted’s leadership and his vast knowledge of our operations ensure that he will play a crucial role in driving transformational initiatives,” said David.
Mark Proctor Joins Latham & Watkins LLP in New York
Latham & Watkins LLP announced that Mark Proctor joined the firm’s New York office as a partner in the Investment Funds Practice. Proctor advises clients on the establishment of, investment in, and ongoing operation of private investment vehicles, and regularly provides advice to investment managers in connection with various strategic transactions.
Proctor joins Latham from Willkie Farr & Gallagher. He has experience representing private fund sponsors, asset managers, insurers, institutional investors, and family offices. He received his JD from the University of Pennsylvania Law School and his BA from Cornell University.
“Mark brings a deep understanding of the complex intricacies of fund structuring and operations that will tremendously benefit our private equity and private capital clients, and we are excited to welcome him to Latham and the New York office,” said Marc Jaffe, Office Managing Partner of Latham & Watkins in New York. “Mark’s addition further strengthens Latham’s position as both the go-to firm for clients on their most sophisticated matters, as well as a destination for top lateral partner talent.”
The Berwyn Group Promotes Mike Schoonveld
The Berwyn Group, a provider of solutions for pension and health plan administrators, promoted Mike Schoonveld to general manager of the strategic accounts team.
Previously, Schoonveld was the national director of Sales, managing a team that significantly expanded Berwyn’s market presence and client partnerships, the company said. Prior to that role, he held sales and leadership positions at CoStar Group, Thomson Reuters and Micron Technology.
“Today third-party administrators (TPA) rely on our solutions to offer their clients a more comprehensive service and solution. As our business broadens within the TPA segment, we continue to invest in both new solutions and talent to support our clients,” said John Bikus, president of Berwyn, in a statement. “With extensive years of experience working with clients across all of our industries and understanding the unique value Berwyn brings, Mike is the ideal individual to lead the team dedicated to supporting TPA clients.”
Mesirow Wealth Management Hires Gary Pattengale
Mesirow announced that Gary Pattengale has joined the company as senior vice president, advanced planning specialist, wealth advisor. He will work with high-net-worth individuals and families as an adviser and serve as a centralized, specialized tax planning resource for all Mesirow Wealth Advisors.
Pattengale, with more than 30 years of tax planning and financial services experience, will be based in the firm’s Highland Park, Illinois, office.
Prior to joining Mesirow, Pattengale held roles at Corient and Northern Trust, advising individuals, families and entities on their investment and financial planning needs and helping corporate executives and key employees navigate their stock-based compensation plans.
“Gary’s decades of experience as a financial consultant adds a key component of advanced tax planning to our best-in-class client service,” said Brian Price, CEO, Mesirow Wealth Management, in a statement. “We look forward to Gary’s collaboration with our Wealth Advisors as they serve their clients, and to the contributions he will make to the ongoing growth of Mesirow Wealth Management, our firm’s founding capability.”
New Head of Global Head of Real Estate Research at Principal Asset Management
Richard Hill is now the senior managing director, global head of real estate research and strategy, at Principal Asset Management.
Hill joins the firm from a similar role at Cohen & Steers. Prior to that he spent nine years at Morgan Stanley.
At Principal, the company said, Hill will work across portfolio teams on capital allocation strategies developed through a relative value framework. He will also lead the real estate global research team with responsibility for delivering the house economic and real estate views to clients.