Deals & People

James Treanor was promoted to principal and head of research, and Jonathan Havice to chief investment officer at Jeffrey Slocum and Associates Inc.

Charles W. Coldwell Jr. was promoted to vice president of consulting services at Pentegra Retirement Services.   

Mutual of Omaha’s Retirement Plans Division aims to extend its 401(k) and related product lines with the addition of four new regional...

Janet Vreeland has been named a vice president at Burnham Benefits Insurance Services.

David Weissner was named Midwest market business leader for Mercer’s retirement business.

Jeff Cimini has joined the personal wealth and retirement leadership team at Bank of America Merrill Lynch as a managing director and head of personal retirement.

Investec Asset Management appointed Mel Lindsay as director of its Institutional Client Group.

David Bedard was named president of the annuities business division of ING U.S. 

Secretary of Labor Hilda L. Solis announced her resignation.

Brad Adams has been promoted to managing director of Tortoise Capital Advisors LLC in Leawood, Kansas.

J.P. Morgan Asset Management – Global Real Assets hired John Faust as a managing director and client portfolio manager for real estate.  

On a steady course of expansion, CAPTRUST Financial Advisors in Raleigh, North Carolina, has acquired Freedom One Financial Group in Clarkston, Michigan.

T. Timothy Ryan Jr., Securities Industry and Financial Markets Association (SIFMA) president and chief executive, has submitted his resignation.

Donie Lochan joined LPL Financial LLC as executive vice president of business technology services (BTS).  

Mark Dacey has been named head of U.S. consultant relations and Amy DiMarzio, fixed-income investment strategist, at Pioneer Investments.

Nancy Grady has joined Northern Trust as head of U.S. fund administration and fund accounting-Americas. 

Citigroup Chief Executive Michael Corbat appointed Jamie Forese and Manuel Medina-Mora as co-presidents of Citi.

Jorge Martinez-Fonts joined ERISA Fiduciary Advisors (EFA) as director of client services.

John B. McDermott has become chief investment strategist of Symmetry Partners LLC.

Gregory Frost was named chief financial officer of Hartford Mutual Funds.