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Deals & People February 16, 2011
McAuliffe to Join BofA Merrill Lynch Retirement Services
In a memo to the Retirement Services division, Andy Sieg, Head of Retirement and Philanthropic Services for BofA Merrill Lynch, announced that Tom McAuliffe will be the new head of Institutional Consulting.
Reported by Nicole Bliman
He said that McAuliffe will be responsible for leading the Institutional Consulting business, and will work with the Institutional Consulting Group (ICG) Advisors, along with other business partners, within Global Wealth and Investment Management (GWIM) BofA Merrill Lynch. McAuliffe will report to Sieg.
McAuliffe has more than 17 years of institutional investment and consulting experience, said Sieg. He is coming to BofA Merrill Lynch from Morgan Stanley Smith Barney (MSSB) where he most recently served as a Director for Graystone Consulting, its investment consulting group serving institutional investors and high net-worth clients.
Before MSSB, McAuliffe worked as Director of Institutional Consulting for UBS. He holds a Bachelor of Science degree in business administration from Northeastern University.
Sieg added that Kelly O’Dea will continue to lead Institutional Consulting on an interim basis until McAuliffe begins in the middle of April, at which time she will transition to a new role as Director of GWIM Product and Platform Supervision & Control.