Deals & People

Nationwide Financial Services has turned to Charles F. Rolph as Director of Advanced Sales.

Wilmington Trust has added three senior wealth advisors to the company’s Wealth Advisory Services (WAS) business in the Northeast region.   

Bonnie Baker has joined Lincoln Financial Distributors as relationship manager for the Institutional Retirement Solutions Distribution (IRSD) consultant channel, focused on wirehouses.

BMO Financial Group announced Friday that it will acquire Marshall & Ilsley Corporation (M&I) in a stock-for-stock transaction.

First Allied Securities, an independent broker/dealer, hired Guy J. Hocker as Senior Managing Director of its pension services division.  

Great-West Retirement Services has appointed John Buckley as regional sales director for Louisiana.

Hal Wallach has joined Mercer’s St. Louis office as Partner and Senior Global Client Manager, a newly created position.

Executives from The Keane Organization, a provider of specialty compliance and risk management guidance, have created a spinoff company, Risk Compliance Performance Solutions, LLC.

Gina Gurgiolo is the newest Senior Consultant at the Multnomah Group.

FundQuest, a provider of investment research and wealth management solutions, hired  Robert Vines and Andrew Simonetti as AVPs of Regional Sales.

RidgeWorth Investments hired Brandon Shea to fill the newly-created role of National Sales Manager for its Defined Contribution Investment Only team.

Morley Financial Services has appointed Ron Heath as its managing director - sales and marketing, effective December 27, 2010.

Bukaty Companies today announced that Vincent Morris will serve as president of the company’s Retirement Plan Services division.  

Diversified Investment Advisors announced that Greg T. Hodges has joined the company as a sales executive for the west coast.

Executive Vice President John Y. Kim will take on the role of Chairman of New York Life Investments effective January 1, 2011, the company announced today.

Allianz Life Insurance Company of North America (Allianz Life) has named Bob Densmore as senior vice president - national sales manager. 

Based on their Hearts & Wallets research initiative, Chris Brown and Laura Varas have started a company, Hearts & Wallets, LLC.

Ee Fang Chen has been named Sales Director for Northern Trust Global Investments (NTGI) in the Asia-Pacific region.

Arnerich Massena, a Portland, Oregon-based independent money manager, chose Scott Dunbar to be its director of institutional services.

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, announced the appointment of Frank Henze as head of exchange-traded funds, Asia Pacific.