Deals & People

Kristin Pelling has been named director of defined contribution (DC) consultant relations at Putnam Investments.

Matt Vanaman was named managing director of investment consulting, a newly created position, for Compass Financial Partners.

Joseph Mulford, Glenn Harris and Daniel McFadden have joined the U.S. institutional group of SEI.

John Carter has been named leader of Nationwide Retirement Plans.

Jim Kourkoulakos was named a senior portfolio manager for fixed income at Munder Capital Management.

Joshua Haynes was named regional sales director at Great-West Financial for the Colorado, New Mexico and Wyoming markets.

PLANSPONSOR has announced the finalists for its annual Retirement Plan Adviser of the Year awards, in three categories.

 Institutional Securities Corporation (ISC) has been acquired by a team led by Scott A. Hayes, the firm’s executive vice president.   

Joseph DeLude joins MassMutual's Retirement Services Division as a managing director of institutional sales. 

Jeffrey MacDonald has been named managing director and senior portfolio manager on the fixed-income team of Fiduciary Trust Company International. 

Brian Flanagan was named regional director for the Midwest at the Newport Group.

LPL Financial LLC announced the departure of Bill Dwyer, president of national sales, who has decided to pursue other personal and professional interests.

Sean Kurian has been hired as executive director and Lead LDI [liability-driven investing] Structuring Specialist for J.P. Morgan Asset Management.

New York Life announced that Don Desiderato has joined the firm as senior managing director and chief technology officer in the Investments Group.

The Newport Group appointed Kevin Bachler vice president in the deferred compensation and executive benefits area.

Steven J. Randich was named executive vice president and chief information officer (CIO) by the Financial Industry Regulatory Authority (FINRA).  

Chris Donnelly, Mike Nash and Jeff Padavic have joined SageView Advisory Group.

Christopher J. Kelleher has been named senior managing director and head of institutional asset management at Newfleet Asset Management.

Trinity Consulting has been accepted for membership in Benefit Advisors Network (BAN).

Debra Baker will lead BNY Mellon’s renamed Global Risk Solutions group, which brings together the functions of its current Performance & Risk Analytics business.