Deals & People

Technology-based rollover and financial planning services provider Wealth Management Systems Inc. (WMSI) has acquired S&P Capital IQ’s Financial Communications business.

Financial services and investment management firm Lincoln Financial Group added two client relationship managers to its retirement plan services lineup.

Institutional investment manager Commonfund grew its San Francisco office through a series of hires and relocations.

The HR and benefits consulting firm Buck Consultants appointed Joanne Jacobson as principal and Employee Retirement Income Security Act (ERISA) compliance consultant.

Great-West Financial has named Chris Fleurat as regional sales director for the company’s financial institutions market business.    

Brian Campbell and Martin Campbell have been added to Reliance Trust Company’s retirement strategies group.

Franklin Templeton Investments has named Drew Carrington as senior vice president and head of Defined Contribution (DC), Institutional.

The investment arm of New York Life has agreed to buy Dexia Asset Management for EUR 380 million ($512 million), expanding its reach in Europe and Australia.

Celine Colgan has joined The Presidio Group LLC as co-head and chief business officer for the firm’s outsourced investment office.

Karen Damaso has joined UBS Wealth Management America to support new business development initiatives in the equity compensation services division.

USI Consulting Group has named Gerry de Labry as vice president, Retirement Services.

Ameritas Investment Corp. has selected National Financial to serve as the sole clearing and custody provider for its broker/dealer brokerage services.

Fidelity Investments has named Damon Dunkel as vice president of Managed Accounts, effective August 2013.

Jeff Fuhrman was named chief operating officer and chief financial officer of LLBH Private Wealth Management LLC, an independent wealth management firm.

TrestleBridge Capital of Austin, Texas, launched with approximately $100 million in brokerage and advisory assets under management with LPL Financial.

Melissa Hooker joins Wells Fargo Institutional Retirement and Trust as head of its Relationship Management team.

Bruce Graham joins the firm as vice president and financial adviser in the firm’s newest office in Greenwich, Connecticut.

Scott Parry will serve as executive vice president and general manager for advisory and investment services.

Mercer appointed Deb Clarke as global head of Investment Research.

Pinnacle Plan Design LLC, a retirement plan design and administration services provider based in Tucson, Arizona, has hired Lynn M. Young to head up its new Phoenix practice.