Deals & People

John Chadwick and Marcela Curry joined the sales leadership team at Wells Fargo Institutional Retirement and Trust. 

Christopher Giles has joined recently formed Global Retirement Partners as chief operating officer.

Jeff Arneson joined Great-West Financial as a wholesaler for financial institutions markets. 

Lincoln Financial Group’s retirement plan services business appointed Jason Key as head of business development for its institutional retirement distribution team.

CUNA Mutual Retirement Solutions has added two new members to its institutional relationship management leadership team.

Highland Capital Management, L.P., a Dallas-based investment management firm, has added five members to its sales group for non-traded and mutual fund products.

Focus Financial Partners, LLC announced that Dan Sontag, former president of Merrill Lynch’s global wealth management unit, has joined the Focus wealth management network’s board of directors.

Pension Advisors, an independent financial and retirement advisory firm, has selected Independent Financial Group, LLC as its new broker/dealer.

NFP Advisor Services (NFPAS), a National Financial Partners Corp. (NFP) business group, has integrated the retirement plan adviser tools and support services of 401(k) Advisors.

Three 401(k) Advisors consultants—Austin Gwilliam, Jason Jeskey and Kyle Posvistak—have joined Global Retirement Partners (GRP).

The Massachusetts Mutual Life Insurance Company (MassMutual) established a corporate venture capital fund to invest $100 million in innovative financial services businesses.

Jeff Bosco, a senior vice president, has been named the head of CUNA Mutual group’s wealth management business.

United Benefit Advisors (UBA) named Les McPhearson as the organization’s next chief executive officer.

The Newport Group, a national provider of retirement and executive benefit plans, has opened an office in the Chicago area.

Prudential Retirement has promoted Gary Ward to head the firm’s stable value organization.

Stephen Rosenberg, an Employee Retirement Income Security Act (ERISA) and labor law litigator, has joined The Wagner Law Group.

MassMutual Retirement Services has appointed eight new relationship managers to further support retirement plan sponsor clients.

Joseph Dunbar has joined SageView Advisory Group as an investment adviser based in the firm’s Boston office.

Prudential Investment Management has named Michael Schlachter as the head of its multi-asset class solutions group.

Pinnacle Plan Design hired Lauren Okum as a consulting actuary.