Deals & People

Manning & Napier Advisors has tapped Patrick Cunningham as chief executive officer and Jeff Coons as president, the Fairport, New York firm announced.

Russell Investments has added personnel in the Americas, Europe, and Asia Pacific in alternative investments.

Joseph B. (Joby) Gruber has been named president of national sales and marketing for American Portfolios Financial Services (APFS).

SageView Advisory Group has hired Tracy Thomas as a Senior Client Relationship Manager in its Irvine, California office.

The Retirement Advantage, Inc. (TRA) announced the acquisition of Benefits Consulting Group, LLC (BCG) of Holyoke, Massachusetts.

Janney Montgomery Scott is further beefing up its fixed income team with the addition of five new hires, the company announced.

Transamerica Retirement Services has hired Chad Brown as regional vice president in the company’s southern region to oversee all sales and distribution activities in western and central Texas....

Workplace law firm Jackson Lewis has opened its 46th office in Milwaukee, Wisconsin. 

Robert Stanley has been promoted to senior vice president of Sales Development, John Hancock Retirement Plan Services (RPS), the company announced.

State Street Global Advisors (SSgA) has appointed Kristi Mitchem to senior managing director and global head of its defined contribution business.

John A. Pickett has joined Raleigh, North Carolina-based CAPTRUST Financial Advisors, leaving RBC Wealth Management’s Institutional Consulting Group.

John Hancock Retirement Plan Services has announced the appointments of six regional vice presidents.

CapTrust Advisors, LLC, announced that James (Jeb) E. Graham is now a firm partner.

The retirement services division at American United Life Insurance Company (AUL), a OneAmerica company, has appointed Thomas E. Pohlmann to the position of regional sales director in the...

The Tulare County Employees Retirement Association (TCERA) in California is accepting proposals from firms to provide investment consulting, monitoring, and advice services for the $924-million defined benefit public...

State Street Global Advisors (SSgA) has tapped Alistair "Ali" Lowe as global equities chief investment officer.

Steven Hart has joined the Third Party Administrator (TPA) Sales and Support Strategy team for ING U.S. Retirement Services.

Portland, Oregon-based law firm Schwabe, Williamson & Wyatt has added Wally Miller as a shareholder as part of an expansion of its practice in employment law.

HighTower announced that a new adviser team, the Rosenau/Paul Group, has joined the firm’s Manhattan office.

AllianceBernstein has renewed its contract to provide program management and investment management services to CollegeBoundfund, Rhode Island’s adviser-sold 529 college savings plan.