Deals & People

Melissa Travis, J.D., LL.M., was hired by Pension Consultants as an ERISA research analyst.

Mercer Hammond named national segment leaders of nonprofit health care, higher education endowments and foundations segments.

Stuart Harris was named partner in Aon Hewitt’s International Retirement & Investment practice, and client lead for the Midwest region.

Debora Monacelli was hired as a conversion project manager at EPIC Advisors Inc.

ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc., a retirement plan third-party administrator (TPA).

Brian Frazer and Colleen Peters have been hired as client services specialists at EPIC Advisors Inc.

Keith Watts has been hired as managing director and head of national sales for the Pyxis Capital distribution team. 

Bob Carlson, Richard Shearer and Paul Villanova have joined the registered investments external wholesaling team at Symetra Life Insurance Co. in the Midwest and Southeast.

John Thompson, Jr. joined the institutional advisory solutions division of Hewitt EnnisKnupp, an Aon PLC company, as partner and head of investment solutions.

Valentina M. Glaviano was hired as director of distribution strategy, and Christopher McCool was appointed to vice president, for Altegris’ sales and consulting team.

 Joshua Silva was hired as senior portfolio strategist by Attalus Capital LP. 

WD Financial joined Pensionmark Retirement Group’s network of advisers with W. Dean Salyer III as the branch’s managing director.

Saturna Capital Corp. has appointed Paul Meeks, CFA, to the new dual role of director of institutional investing and senior equity analyst.

Neil Chaffee will fill Newport Group’s newly created position of vice president, leading the marketing and business development of the firm’s financial institution areas.

Hartford Investment Management Co. (HIMCO), a subsidiary of The Hartford, has appointed Erica Evans executive vice president and head of sales and marketing, effective October 1. 

Head of T. Rowe Price’s RPS, Cynthia Egan, will retire after 30 years in the industry; the firm also created a new division, U.S. Investment Services.

Robert C. Albanese, president and chief executive of Pentegra Retirement Services, announced his retirement.

The independent producer Delaware Valley Financial Group (DVFG) was added to the broker/dealer and registered independent adviser platform of LPL Financial LLC.

Expanded roles and responsibilities for some members of the executive team were announced by ING U.S. Inc.

Byron Edwards was named OneAmerica’s regional sales director for the Washington, D.C., region.