Retirement Industry People Moves – 10/13/23

Vestwell Names Rettig to Board of Directors

John Rettig

Vestwell announced it has appointed John Rettig, executive vice president and chief financial officer of Bill Operations LLC, a cloud-based software provider, to its board of directors. Rettig will work closely with Vestwell CEO Aaron Schumm and CFO Dave Sheen.

“We’re delighted to welcome John to the team as an innovator who shares Vestwell’s vision and commitment to serving small and medium-sized companies,” Schumm said in a statement. “Adding John’s extensive operational, strategic, and analytical experience to our board of directors is a key element in our strategy to scale our businesses.”

Rettig has more than 20 years of strategic finance and operational leadership experience in both private and public companies. Before joining Bill, he was the CFO of Exponential Interactive Inc., a digital media company.

“It’s hard not to see the vast impact Vestwell has on the industry today,” said Rettig in a statement. “I’m thrilled to join the board of directors at Vestwell and help champion the firm’s next phase of growth.”

Star Mountain Capital Adds DeAngelis as Senior Adviser

Steve DeAngelis

Star Mountain Capital LLC, a specialized investment manager, announced that Steve DeAngelis has joined as a senior adviser.

“Steve’s experience with alternative investment distribution, investor reporting, communications and talent management is a great addition for all our stakeholders, including continuing to provide differentiated capabilities and reliable capital for the high-quality businesses we invest with,” Brett Hickey, Star Mountain Capital founder and CEO, said in a statement.

DeAngelis’ experience includes founding and building a technology-based wealth management platform to more than $100 billion in assets and selling to PFPC Worldwide, a division of PNC Financial. Previously, he was managing director and head of the U.S. advisor solutions group at Goldman Sachs Asset Management and first executive vice president and head of distribution and later president at FS Investments.

“I appreciate the opportunity to focus time and capital on differentiated investment value propositions for financial advisors, especially at Star Mountain Capital, an organization that aligns with my values and team-oriented culture,” DeAngelis said in a statement.

Club Vita Appoints Gleed as US Head of Business Development

Natalie Gleed

Club Vita LLP, which specializes in longevity data analytics, announced the hiring of Natalie Gleed as its head of U.S. business development.

“We are thrilled to welcome Natalie to the Club Vita,” Jennifer Haid, Club Vita’s CEO, said in a statement. “She is a highly qualified and experienced professional with a passion for driving understanding and engagement with actuarial analytics.”

According to Club Vita, Gleed’s hiring came in response to growing demand for longevity analytics to support pension risk transfer activity in the U.S. and Club Vita’s increasing presence in the PRT market. She will be responsible for driving the adoption of Club Vita’s product suite and analytics.

Gleed brings more than 20 years of actuarial experience, having previously held a variety of roles across insurance companies in the U.K. and U.S., most recently as a key account manager at the Swiss Re Group. “I’m excited to get started,” Gleed said in a statement, “My previous experience in the industry, both in the U.S. and in the U.K., has prepared me perfectly to bring Club Vita’s offering to the U.S. market and to help develop further innovations within Club Vita.”