Deals & People

Symetra Life Insurance Company named John Richter as vice president of National Accounts.

Alliance Benefit Group Carolinas has become a division of Pentegra Retirement Services.

Transamerica Retirement Services has hired Steve Marsh as regional vice president in the company’s Southern Region.

Towers Watson has hired Michael Hall as West Division Investment Leader.

Stifel Nicolaus' equity research will now be available to National Financial broker/dealers (B/Ds) via Streetscape, the online brokerage workstation.  

Commonfund appointed Rick Nelson as Chief Investment Officer of Commonfund Group and CEO of Commonfund Asset Management Company, effective February 1, 2011.

Jake Reardon is the new National Sales Director at BCG Securities, a full-service broker/dealer (B/D) and wealth management firm. 

The list recognizes five individuals in honor of PLANADVISER’s fifth anniversary.

Marianne Bamonte, a veteran of the custody, investment, and trust services industry, has been named manager of the Institutional Services division at Union Bank.

Cambridge Investment Research, Inc. has announced a strategic partnership with Retirement Plan Advisory Group (RPAG).  

Wilmington Trust announced the addition of Nicholas Adams to Corporate Client Services (CCS), part of its Client Development team.

Sheridan Road Financial, an investment advisory firm for middle-market corporate retirement plans, has opened an office in Milwaukee, Wisconsin.   

Allianz Life Insurance Company of North America named Karen Gemmill as senior director of Product Innovation.

Man Group, an alternative asset management company, hired Miriam Tai as Head of U.S. Consultant Relations.

Direct Access Partners, LLC, announced the acquisition of the institutional trading team from Kellogg Partners.

Kara Segreto has been named Chief Marketing Officer for Prudential Retirement.

Retirement Plan Advisory Group (RPAG) named Veronica Lee, formerly of 401(k) Advisors, Senior Vice President of Client Service.  

Reliance Trust, a subsidiary of the Reliance Financial Corporation, announced the acquisition of Harrington Wealth Management, a subsidiary of Pacific Western Bank.

linkedFA, a social networking site designed for financial professionals, has acquired AdvisorConnect, a private, online community for independent advisers.  

Natixis Global Associates (NGA) announced two new staff appointments that complete the organizational plan for its retirement strategy group.