Deals & People

Global asset manager Russell Investments appointed Jeff Hussey as global chief investment officer (CIO).

Thomas Gleason, James Morris and Christine Wilhelm joined Guardian Retirement Solutions as regional vice presidents of retirement plan sales.

Elaina S. Spilove has been hired by UBS Financial Services as a senior institutional consultant.

BB&T Retirement and Institutional Services has hired Brett Wells and William “Bill” K. Griggs as business development officers.

Thone Gdovin, Sam Moyn and Jeffrey Smith, investment professionals at Great-West Financial, have been given portfolio manager roles.

Troy Fontenote was hired by Lincoln Financial Group as sales director for the South Central region.

 Lori Commerford was hired by ING U.S. Retirement Solutions as director of consultant relations for the large corporate markets. 

Michael N. Goldman has been appointed chief operating officer at National Financial Partners Corp.

The institutional, personal retirement and preferred segment solutions teams are being folded into one organization at Bank of America, and named retirement and personal wealth solutions.

Barbara Lewis was named head of large-market 401(k) and 403(b) sales for Great-West Financial.

J. Michelle Sybesma has joined ProCourse Fiduciary Advisors LLC as chief operating officer.

Benefit Advisors Network has named Bannockburn, Illinois-based GCG Financial in Bannockburn, Illinois, as its newest member.

Chris Underwood has joined the U.S. Bank Institutional Trust and Custody division as a business development officer.

USI Consulting Group has named Ryan Coogler vice president, Retirement Services, in its Houston, Texas, office.

Beth O’Brien was appointed senior vice president and head of finance and strategy at Lincoln Financial Group Distribution. 

Northstar Wealth Partners, a firm affiliated with LPL Financial, added the advisory team of Tyler W. Potts and J Addison McAraw.

Strategic Benefit Services (SBS) named Carol A. Idone vice president of Business Development.

Peter Sorensen joined the San Francisco office of Heffernan Financial Services as a retirement and investment adviser.

Peggy Scott was hired as a business development officer at BB&T Retirement and Institutional Services. 

Frank Zukowski was appointed national sales director of Guinness Atkinson Asset Management, adviser to the Guinness Atkinson Funds.