Deals & People

 

Thomas Klugherz was hired as portfolio and client services officer by the U.S. real estate business of UBS Global Asset Management.

 Gabriela Heffernan was named regional director for the South West for Putnam Investments’ 401(k) team.  

Segal expanded and renamed its fiduciary liability insurance practice. 

Keith Reynolds and Richard Pietrzak have been named consultants at Segal Rogerscasey.

Independent Wealth Advisors Group and TBCI have merged into a registered investment advisory with total assets under management of more than $100 million.

Greg Tencza was named managing director and head of institutional distribution at ING U.S. Investment Management.

Evercore Wealth Management LLC announced the completion of its acquisition of Mt. Eden Investment Advisors in San Francisco.

BMO Retirement Services hired Carolyn Barbee as a relationship manager for West Coast clients.

Schroders made an agreement for its subsidiary Schroder U.S. Holdings Inc. to acquire 100% of the share capital of STW Fixed Income Management LLC.

Gerald L. Hassell, chairman and chief executive of BNY Mellon, announced executive appointments in investment management and services.

George M. Beale and Jeffrey D. Kayajanian have joined the defined contribution (DC) team of Security Benefit Corp. 

John McKeehan and Reed Steinmann have joined Lincoln Financial Group as sales directors for the Institutional Retirement Solutions Distribution (IRSD) team.

Thomas J. McInerney has been chosen as president and chief executive officer of Genworth Financial Inc.

Verizon and The Prudential Insurance Company of America have completed a challenged pension risk transfer transaction.

Two investment professionals have joined J.P. Morgan Asset Management’s (JPMAM) Columbus, Ohio-based Global Fixed Income team.

John Shrewsbury was appointed to the retirement sales team of Sentinel Investments.

Timothy Baker, Tom Chimirri and Edwin Nunez joined 3D Asset Management Inc. as regional vice presidents on the business development team.

Paul Gamble was promoted to executive vice president of distribution and institutional services at Financial Engines, an independent registered investment adviser.

Jeffrey H. Snyder has joined Cammack LaRhette as vice president and senior consultant in the retirement practice.