Deals & People

Travis Pruit has joined Mercer as a principal in its Investments business in Portland, Oregon.

Stephen H. Rosen has joined FTI Consulting Inc. as leader of the pension consulting services practice.

Cetera Financial Group announced today the completion of its acquisition of MetLife’s two independent broker dealer firms, Tower Square Securities and Walnut Street Securities.

Paul Harris has joined the business development group of Strategic Investment Group as director. 

Lincoln Financial Distributors (LFD), subsidiary of Lincoln Financial Group, announced Lindsay Hanley and Treye Weilbacher have joined the firm as regional sales directors with the Retirement Plan Services...

ProCourse Fiduciary Advisors LLC, a retirement plan advisory firm in Indiana, widened its reach with the opening of its Chicago office.

Steve Jones will lead the institutional consulting practice at CliftonLarsonAllen (CLA) Wealth Advisors LLC

Todd Bitzer, Kenneth D. Chappatta, Nick Devine, Zed Francis and Brett M. Schechterman joined the senior team of Legal & General Investment Management America Inc. (LGIMA).

Jane E. Jarcho has been named national associate director of the Investment Adviser/Investment Company examination program by the  Securities and Exchange Commission (SEC).

Sean Taylor has joined Deutsche Asset and Wealth Management (DeAWM) as head of Emerging Market Equities.

The consulting firm formerly known as Primoris Benefit Advisors has re-branded as Odyssey Advisors.

Carl Dekle has joined Plan Sponsor Consultants LLC as senior vice president.

CAPTRUST, an independent retirement plan advisory firms, has acquired Cambridge Financial Services, an institutional investment advisory firm in Greenwich, Connecticut. 

 Jonathan Brooks has joined UBS as a sales director to support new business development initiatives. 

Fred Hamsayeh joined the Riverside, California, office of Retirement Benefits Group.

Noel J. Trias will join Pensionmark as managing director of the new office.  

Telemus Capital Partners LLC, the largest independent registered investment adviser in Michigan, joined Focus Financial Partners LLC, a partnership of independent wealth management firms.  

 Bas NieuweWeme has been named managing director and head of institutional distribution at ING U.S. Investment Management. 

 Frederick Buffone has joined Fifth Street Management LLC as a managing director and head of capital markets.  

 Michael Choi and Lenora Jenkins have been hired by Sitzmann Lavis White LLC.