Deals & People

Rich Hunter has been named president and chief operating officer at Commonwealth Financial Network, effective immediately.

John Mason, chief investment officer at OneAmerica Financial Partners Inc., was promoted to senior vice president.

 Elyse Mittenthal and Claire Guido joined UBS’ corporate employee financial service division, and Matthew Strapko, Michaelangelo Dooley and Michael Hersh are new to its participant experience team.  

Ryan Sullivan has been made principal-in-charge of Rehmann Retirement Builders.

Lynn Gillis was hired as vice president of client services and Ryan P. McDermott, as vice president of business development by Longfellow Benefits.

Farmers National Banc Corp. has agreed to acquire the retirement planning consultancy National Associates Inc. (NAI).

The acquisition of Citigroup Trust-Delaware N.A. by Reliance Financial Corporation was completed, and the new company is Reliance Trust Company of Delaware.

Natalie Young joined CUNA Mutual Group and its affiliate, CPI Qualified Plan Consultants Inc., as a regional vice president for southern California.

Patrick Labriola joined the Newport Group as regional director covering the Northwest.  

Patrick J. Bello was named 401(k) national sales director of Mutual of Omaha Retirement Services.

Kerry James has been named head of institutional distribution at Robeco Investment Management, effective June 1.

Wilshire Consulting has added actuarial services to complement its investment advisory and outsourcing business.

Steven M. Perlman was promoted to managing director of Mesirow Financial’s investment advisory group.

Francesca Truska and David Ramirez joined New York Life Retirement Plan Services as relationship managers in technology and communications.

Lindsay Scott has joined Buck Consultants, a Xerox company, as leader of the global survey team and principal in its knowledge resource center.

 Michael Weiner, a former bank vice president, was named chief investment officer of Unified Trust Company N.A. 

Ernest Jordan was hired as head of tax-exempt markets sales for the institutional retirement operations of ING U.S.

Liana Magner has been appointed U.S. Delegated DC Leader for Mercer’s Investments business.

Lisa Larsen was hired as an associate vice president and actuary by USI Consulting Group.

Frank Frecentese has joined Lyxor Asset Management’s New York office as the deputy head of hedge fund research.