Deals & People

Great-West Retirement Services named Matthew Orozco regional sales director for the Midwest market.

 CPI Qualified Plan Consultants Inc. named Peter Wesner as the senior manager for the internal sales department.   

 Melinda Thomas joined Pensionmark Retirement Group at the firm’s new office in San Luis Obispo, California.     

 Putnam Investments named eight additions to its retail distribution team, including the promotion of existing staffers.   

 Northern Trust appointed Christopher A. Benson in its Denver office as a senior investment consultant.     

 Kevin Barry was named executive vice president of Fidelity Investments’ stock plan services business.    

 UBS Global Asset Management, a division of UBS AG, named Christine Schneider as executive director and consultant relations manager on its U.S. consultant relations team.   

 David L. Wray, president of the Plan Sponsor Council of America (PSCA), will retire effective September 30.   

 Teri Hutchison joined Pensionmark Retirement Group at the firm’s new Santa Clarita office, added to the advisory network in April.  

Arnerich Massena Inc. hired Chris Van Dyke as investment adviser.  

 Penn Liberty Wealth Advisors, a division of Penn Liberty Bank in Wayne, Pennsylvania, expanded its team with three hires.   

Doug DeNigris was named MassMutual Retirement Services Division’s national practice leader for the Taft-Hartley market segment. 

 Robert Kurak joined The Segal Company as a vice president and consulting actuary.   

DCAdvisors announced the addition of John Rowe to the client consulting group and the firm’s leadership team.

 CAPTRUST hired three industry veterans in executive positions: Bonnie McCullough, John Curry and Doreen O’Dowd.   

Stephen J. Wagenbach, an institutional relationship manager, will lead Commonfund’s efforts in the firm’s Midwest region.

 Marvin W. Tuttle Jr., executive director of the Financial Planning Association (FPA) since 2004, said he will step down from the position in 2014.   

Travis Crowell joined the firm BFT Financial Group in Bedford, Texas.  

Mark Ugoretz, president of The ERISA Industry Committee (ERIC), announced he will retire on June 1.

 Mallory Van Leeuwen, previously with Wells Fargo Advisors, will lead the strategies division at Pensionmark Retirement Group.