Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Deals & People March 15, 2013
J.P. Morgan Appoints DC Investment Accounts Director
Pete Margiotta has
been named executive director and client adviser for the national accounts team
at J.P. Morgan Defined Contribution Investment Solutions.
Reported by Jill Cornfield
Margiotta will be expanding the firm’s relationships with mid, large and mega-market recordkeeping platforms. He also will leverage his 403(b) experience to help advance J.P. Morgan’s strategy in that market. He has more than 25 years of retirement and investment experience, including a strong concentration in client development and service, and notable results in growing assets under administration.
Before joining J.P. Morgan, Margiotta was the national sales director at Great-West Retirement Services, where he developed and implemented a 401(k)/403(b) mid and large market sales strategy. He was a vice president of sales at Diversified Investment Advisors, where he devised tactical strategies to penetrate major accounts and build brand recognition.