Deals & People

 Jim Dario has been named managing director of product management for TD Ameritrade Institutional.   

Several personnel appointments to support the small to midsize corporate retirement plans market were announced by ING U.S.’s retirement business.

Michael Bernstein was promoted to head of North American business development at Lyxor Asset Management Inc., an affiliate of Lyxor Asset Management S.A.

James T. Mattera was named regional director of sales, a new position at Tegrit Group.

Stefan Lambert has been appointed managing principal of Lincoln Financial Advisors Corp., serving as market leader for Northern Virginia and surrounding field offices.

Financial Telesis Inc. expanded its advisory team with the addition of ABD Retirement Services, a division of ABD Insurance and Financial Services.

Abigail P. Johnson, the granddaughter of Fidelity’s founder, has been tasked with a broader role in running more businesses of the financial services firm.

Richard Lundgren has been hired as regional director of bundled sales for private-sector retirement plans at Nationwide Financial.

Glenn Cassidy was appointed regional sales director for the Orange County, California, market of Great-West Retirement Services.

Gary D. Black joined Calamos Investments as global co-chief investment officer and a member of the firm’s investment committee.

Baring Asset Management (Barings) appointed Christopher Mahon to director of asset allocation research.

Marvin W. Tuttle, Jr., executive director and chief executive of the Financial Planning Association (FPA), said he would step down on October 2.

Callan Associates announced that Dana R. Brown joined the company's Fund Sponsor Consulting group as senior vice president on July 30.

 Varcity Kariuki was appointed executive director and client portfolio manager at J.P. Morgan Asset Management in New York.   

Jordan Szekely was named vice president and financial adviser at Evercore Wealth Management LLC.

 Michael E. Morris joined 401(k) Advisors, an independent retirement plan consulting firm, as a managing director for the Mid-Central region.   

Tom Simonson has been named a vice president of Lockton Financial Advisors/Lockton Investment Advisors in the insurance broker’s Charlotte, North Carolina, office.

Christopher Stout was added as a Southeast sales director for MassMutual Retirement Services.

Nationwide Chief Executive Steve Rasmussen announced that the leaders for the company’s retirement plans business and its property and casualty direct channel will switch roles.

Eunice Cabrera was promoted, while John Andresen and Michael Gopen were hired in the firm’s retirement services division.