Deals & People

Two months after his announced retirement from Bank of America Merrill Lynch, Steve Bodurtha has joined Citi Private Bank as managing director and head of investment for North...

Pat Bello, formerly head of Mid Market Sales and Business Development for ING U.S. Retirement Services, has been selected to lead the northeast sales region for ING's Intermediary...

Putnam Investments has named Alan Dumas, John Leeson, and Chris Doucet to sales posts on its defined contribution team.

New York Life Investments has appointed David Giannini, James (Val) Van Deventer, and Deborah Vince as regional vice presidents in its DCIO unit, the company announced.

Great-West Retirement Services has promoted Jonah Caldwell to regional sales director for Arkansas and Oklahoma, the firm said.

Transamerica Retirement Services has hired Deborah Rubin as vice president, head of Third Party Administrator Channel Distribution.

As part of a planned leadership succession, the Principal Financial Group announced that John Aschenbrenner, president – insurance and financial services, will retire at the end...

CPI Qualified Plan Consultants, Inc., said that Ken Boivin will serve as retirement plan consultant in the firm’s newly created Grafton, Wisconsin, office.

ING’s U.S. Retirement Services has recently formed a new Business Development Team dedicated to serving employer-sponsored higher education retirement plans across the country, and identifying new growth opportunities...

Scott Herchenbach has been promoted to senior vice president, Retirement Plans Division, Mutual of Omaha announced.

Focus Financial Partners, LLC (Focus), a network of independent wealth management firms, added Joel Isaacson & Co., Inc., to its partner firms.

The Financial Planning Association (FPA) announced Martin Kurtz will serve as president-elect next year. 

Sentinel Investments has appointed Charles R. (C.R.) Shaw as senior vice president, national marketing director.

Lawing Financial has named Doug Lode as director of Qualified Plan Design.

Natixis Global Associates (NGA), the distribution arm of Natixis Global Asset Management, has announced an expansion of its initiatives in the retirement marketplace that targets the needs of...

Don Settina, Inc., a Pittsburgh-based retirement consulting firm, is now operating as RetireRight Pittsburgh.

Ascensus is now a retirement plan provider for Commonwealth Financial Network’s new Retirement Plan Consulting program.

Morgan Stanley Smith Barney (MSSB) pumped up its recruiting package in order to attract top producers, Dow Jones reported.

Great-West Retirement Services announced two regional sales directors in New Jersey: Joe Carew and Laura Catalano.

Nuveen Investments announced that David Levi has joined the firm as managing director for Global Business Development.