Deals & People

There are some changes afoot at one of the nation’s premier ERISA legal firms.  

The TCW Group hired Rohit Sah as portfolio manager for the new TCW International Small Cap Fund.

MetLife and Philadelphia-based Firstrust Financial Resources, LLC, announced their partnership today.

State Street Corporation appointed Tom Forrester as managing director and head of its operations in Kansas City, Missouri.

Putnam Investments has created a new leadership structure for its fixed income investment operations.

The Hartford Financial Services Group, Inc. hired three regional sales representatives.

Scott David is the new director of Third Party Distribution for the T. Rowe Price Group, beginning May 2.  

PIMCO has hired Ravi Mattu as a Managing Director and Head of Analytics.

David Harper and Bill Straub of Legacy Executive Benefits have become members of the Retirement Plan Advisory Group (RPAG).  

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...

Great-West Retirement Services has appointed Adam Blitz as regional sales director for Long Island, New York.

T. Rowe Price announced recent hires within the Retirement Plan Services sales team.

Principal Funds has hired Jeff Tyler as portfolio manager for Principal LifeTime Funds target-date fund series, effective March 1, 2011.

SageView Advisory Group has hired Jason Smith and Jodi Macleod to work in its newly created Omaha, Nebraska, office. 

Manulife Asset Management has acquired Optique Capital Management, a registered investment adviser (RIA) based in Milwaukee, Wisconsin.

Trademark Capital Management has acquired Athens Capital Group, LLC, as part of a national growth strategy.

Prudential Real Estate Investors announced that Steven McSkimming and Larry Teitelbaum have joined the U.S. marketing team.

Transamerica Retirement Services has hired William Paluch as regional vice president in the company’s Central Region.

Glenn Dial has left J.P. Morgan Asset Management to reportedly take a role with Allianz Global Investors.

Putnam Investments has appointed Anne Lundberg as Senior Vice President and Consultant Relations Manager, Midwest Region.