Groom Expands ERISA Litigation Group
Edward Meehan has joined Groom Law Group’s ERISA litigation group.
Deals & People
CPI Qualified Plan Consultants Inc. Adds to Sales Team
Craig Shrack, Leticia Marshall and Parish Parker have been named regional vice presidents on the sales team of CPI Qualified Plan Consultants Inc.
Putnam Names Global Asset Allocation Leaders
Putnam Investments announced a new leadership structure for its global asset allocation (GAA) investment organization.
Great-West Names Sales Director for Kentucky
Scott Schlegel recently joined Great-West Retirement Services (GWRS) as its regional sales director for Kentucky.
Mercer Hires Int’l Consulting Group Leader
Kevin Dent joined Mercer’s Houston office as leader of its international consulting group (ICG) in the Central market.
fi360 Names Marketing SVP
Jaleen W. Edwards has joined fi360 as senior vice president of marketing.
Investec Expands N.A. Institutional Business
Doug Doucette has been appointed head of client management for the North American institutional business of Investec Asset Management.
Pentegra Hires Chief Operations Officer
Michael Palmiere has joined Pentegra Retirement Services as senior vice president and chief operations officer.
ING Appoints Leader in Large Corporate Markets
Sandy Tassinari joined ING U.S. as head of Strategic Relationship Management, effective November 19.
CapTrust Advisors Makes Miami Move
The Miami office of CapTrust Advisors has been moved to North East 123rd Street.
Symmetry Partners Takes on Regional Consultant
Alicia R. Fryc was named regional business consultant for New York and the mid-Atlantic states for Symmetry Partners LLC.
CPI Names Western Division VP
Al Rodriguez has accepted the position of divisional vice president for CPI Qualified Plan Consultant’s Western Division.
Northern Trust Names Investment Outsourcing Head
Marc Mallett was named product manager of investment operations outsourcing in the Americas at Northern Trust.
Obama Taps Former Prosecutor to Head SEC
Mary Jo White, a former federal prosecutor, was nominated by President Obama to head the Securities and Exchange Commission (SEC).
PEI Names Client Services Director
Charles Napp, Jr. has been appointed director of the client services group at Portfolio Evaluations Inc. (PEI) in Warren, New Jersey.
Great-West Names N.C. Sales Director
Bill Whittington was appointed regional sales director for the North Carolina market of Great-West Retirement Services.
BMO Retirement Adds DCIO Manager
Ben Jones was appointed manager, defined contribution investment-only (DCIO) by BMO Retirement Services at BMO Global Asset Management.
U.S. Bancorp Names Senior Counsel
Brett Meili was hired as legal counsel to support U.S. Bancorp Fund Services’ alternative investment products and services division.
Ga. Firm Names Principal, Promotes Four
Britt L. Bentley was named senior vice president and a principal of LCG Associates Inc.
U.S. Bank Names Relationship Manager
Adam Casavant joins U.S. Bank Institutional Trust and Custody in Chicago as a relationship manager.