Deals & People

Chris Schneeman, Mark Boser, and Steve Sawyer of SevenHills Plan Advisors are joining the Retirement Plan Advisory Group (RPAG), using Financial Telesis, Inc. (FTI) as their broker/dealer.  

Genworth Financial Wealth Management (GFWM), a subsidiary of Genworth Financial, has hired Michael Kim as senior vice president of business and channel development.

ING has named William (Bill) Leslie as Head of Pricing for the U.S. Retirement Services division, effective Monday.

Tom Sokira joins northern New Jersey-based Anthem Financial Services' defined contribution consulting practice as managing partner.

In a continuing effort to grow its business development team, Richmond, Virginia-based RiverFront Investment Group has hired Rutherfoord Ferguson.

Russell Investments named Mike Reardon as consultant relations regional director in its U.S. institutional consultant relations practice.

Fidelity Capital Markets has appointed Kevin J. Byrne, formerly of ConvergEx, for TM.

If “one is the loneliest number,” why would anyone choose to work alone? 

George Castineiras, senior vice president of Client Relations and Business Development for Prudential Retirement spoke to PLANADVISER to clarify details of Prudential’s new key account team structure.  

Franklin Templeton Real Estate Advisors (FTREA) has hired Philip F. Alfieri as Director of Investments, Real Assets.

The Hartford has announced the appointment of Don MacQuattie as vice president and director of retirement plans for healthcare, education and tax-exempt (HETE) organizations.

UNIFI Companies announced today the appointments of Tim Stonehocker and Jim Schulz.

BlackRock, Inc. announced that Chris Leavy will join the company as Chief Investment Officer of U.S. Fundamental Equity - a newly created position.

The new hires will be working in several departments, including offshore distribution, broker/dealer services, registered investment adviser (RIA) channels, and financial adviser division (FAD).

The State Treasurer announced today that The Hartford will manage the first adviser-sold 529 college savings plan through the “CHET Advisor” program.   

Nationwide Financial Services, Inc. announced that Tony Daniel will serve as regional vice president of sales for its private sector retirement plans business in Iowa/Nebraska.

The Investment-Only (IO) team at Franklin Templeton will now be able to better assist advisers who are focused on the retirement plan market.   

Dick Darian has joined the iShares 401(k) team at BlackRock.

Brian Davis has been promoted to head of Scottrade Adviser Services, a division of the firm that offers institutional trading and custodial services to independent registered investment advisers...

State Street Corporation announced that Samuel Cole will join the company next month as executive vice president and deputy head of State Street’s e-Exchange business.