Deals & People

Investment management firm F-Squared Investments has named former Fidelity and Bank of America executive Bill Carey to head its newly formed retirement division.

Aon Corporation has announced several key leadership changes at the consulting giant. 

Janus Capital Group Inc. announced that investment manager Dan Kozlowski, a former Janus portfolio manager, will return to the firm on June 13, 2011.

Mutual of Omaha has announced the appointment of two new retirement plan wholesalers, Joe Gibson and Daniel Roebuck, and the promotion of Joe Reese and Paul Tavella to...

SunTrust Banks, Inc. has acquired the assets of CSI Capital Management, a San Francisco based wealth-management firm.

BNY Mellon has appointed Arthur Certosimo as CEO of Global Markets.

BNY Mellon Asset Management has named Rumi Masih as a senior investment strategist in the Investment Strategy & Solutions Group.

John Hancock Asset Management, a division of Manulife Asset Management, has appointed the U.S. Core Value team to manage three portfolios offered by John Hancock Retirement Plan Services,...

New York Life Investments has appointed Al Lazaro as regional vice president, Midwest region, for its defined contribution investment only (DCIO) practice.

Mitchell Harris has been named to the newly created position of president of BNY Mellon's Investment Management division, which comprises BNY Mellon Asset Management and BNY Mellon Wealth...

Seyfarth Shaw LLP announced that labor and employment attorney Wanda Holloway has joined the firm as a partner in its Houston office.

William Gallagher Associates (WGA) announced that James Kinney has joined the firm as a Senior Vice President.

The retirement services division of American United Life Insurance Company (AUL), a OneAmerica company, has selected Scott Pawlich to be its regional sales director for Michigan.

AGF Investments Inc. (AGF) selected Chris Boyle to be Senior Vice-President (SVP) of the firm’s institutional business.

Brian Lighty has joined ING U.S. Retirement Services as the Independent Channel Regional Vice President covering northern Illinois.

Putnam Investments has hired Michael Shamon and Daniel McDermott for senior positions in defined contribution sales and client relations.

Newkirk has been acquired by DST Systems, Inc., a provider of technology and services to clients in financial services, health care and other industries. 

Rogerscasey announced that Hilary Wiek has joined the organization as a Director within the firm’s Alpha Investment Research Group, effective May 9, 2011.

Mohler, Nixon & Williams (MNW) have promoted senior managers Ryan Koch and Brad Wall to audit partners. 

The Greenbrier Wealth Management Group has come together under Raymond James & Associates in its Westlake Village, California, office.