Tag: people

Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more. 

The Marsh McLennan subsidiary’s new leader for retirement business was promoted from the chief commercial officer role she had held...

Turning Technology hires former head of iShares; Principal selects Dessouki as chief marketing officer; and Puerto joins J.P. Morgan Private...

Newly formed Collective Retirement Solutions taps Bill Higgins as MD; Ocorian promotes French to head of financial crime; Voya’s Penland...

Expanding its wealth solutions distribution business, Voya is seeking growth in new markets, including mid-market segments.

TIAA is unifying all sales directors supporting nonprofit plan segments within institutional sales and promoting Houser to an expanded position,...

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...

More women than men ages 61 to 65 are interested in securing guaranteed lifetime income sources, presenting an opportunity for...

Parise had been the asset manager’s practice lead for public retirement funds and Taft-Hartley DC plan business.

Ascensus names retirement sales regional VPs; Plan Sponsor University brings on Kelleher as consultant; AdvicePay names Suaickie CEO as Moore...

Aon appointed a new CEO of the professional services practice for North America division.  

Segal appoints Tauzer to senior VP; Cerulli promotes O’Brien to director; Newton announces Brain as deputy CIO.

T. Rowe Price names new head of global distribution; Bank of America announces Korkow president of Omaha; Northern Trust appoints...

Salas O’Brien names director of benefits; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.

CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives;...

The move comes under the leadership of new president Joel Shapiro, who was appointed last month.  

Mercer names Somers as investment director; new chief commercial officer at Alight Inc.; Voya selects leader for Midwest wealth solutions...

NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP; and more.

Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.

Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.