Symetra Expands Sales Team with Three East Coast Reps
David Cohen, Andrew Olig and Ken Terranova have been added to Symetra Financial Corp.’s registered investments sales team.
Deals & People
Putnam Names Portfolio Manager of Equity Income Fund
Putnam Investments named Darren A. Jaroch, CFA, portfolio manager of Putnam Equity Income Fund (PEYAX).
Fort Washington Investment Adds Analysts
Amy W. Eddy and Matthew J. Jackson have joined Fort Washington Investment Advisors’ high-yield fixed income team.
Bank of the West Expands Investment Advisory and Management Team
Drew Brahos and Bruce Wetter joined Bank of the West's Investment Advisory and Management team in the Wealth Management Group.
BNY Mellon Names Schulte Asia-Pacific Investment Chief
BNY Mellon appointed Paul Schulte to the new position of head of investment strategy, Asia-Pacific (APAC), where he will research investment trends, market activity and economics.
Standard Life Appoints Listed Real Estate Analyst
Standard Life Investments named Bill Pekowitz as a listed real estate analyst (Americas).
IRIC Adds Jeff Eng to Retirement Plan Advisers
The Institutional Retirement Income Council (IRIC) has appointed Jeff Eng, director of retirement income solutions at Russell Investments, to its group of retirement plan advisers.
Unified Trust Co. Consultant Expands Territory
Nathan Paris, an institutional consultant for Unified Trust Company N.A., had seven states added to his territory.
Plaze to Retire After 30 Years at SEC
As deputy director of the Securities and Exchange Commission (SEC) Division of Investment Management, Robert E. Plaze most recently worked on money market funds.
Kilar Added to Pioneer’s RIA Team
Pioneer Investments expanded its sales team of registered investment advisers (RIAs) by adding a regional vice president and realigning the division that supports the RIA channel.
LPL Financial Adds Advantage Financial to Platform
The independent broker/dealer LPL Financial LLC, a wholly owned subsidiary of LPL Financial Holdings Inc., announced its affiliation with Advantage Financial Group (AFG).
BNY Mellon Hires Cronin as SVP
Dan Cronin was named senior vice president in BNY Mellon Investment Management, responsible for business development in the registered investment adviser (RIA) channel.
Towers Watson Adds Solutions and Business Development Director
Towers Watson hired Doug Vander Linde to serve as director of solutions and business development, Americas.
Focus Financial Partners Gains Access to Mercer's Insights
Focus Financial Partners’ firms will have access to Mercer’s research and intellectual capital, per an enterprise agreement.
PenChecks Adds Midwest Regional Sales Director
PenChecks Inc. hired Ray Zittlow, AIF, as its Midwest regional sales director.
AIG's SunAmerica to Acquire Woodbury Financial Services
SunAmerica Financial Group Inc. agreed to acquire Woodbury Financial Services Inc., a brokerage unit of The Hartford Financial Services Group Inc.
TD Ameritrade Institutional Names Managing Director of Marketing
In her new role, Kate Healy is in charge of increasing the firm's awareness among 4,000 registered investment advisers (RIAs).
Allianz Appoints Senior Director of Strategy
Allianz Life Insurance Co. of North America (Allianz Life) promoted Emily Reitan to senior director of strategy and business development.
Mooradian Named President, CEO of HighMark Capital
Union Bank in San Francisco appointed Dennis J. Mooradian as president and chief executive of HighMark Capital Management Inc.
‘Retirement Plan Adviser Team of the Year’ Forms New Company
The Indianapolis retirement plan and institutional investment advisers, formerly known as The Prince Group, have established Praxis Fiduciary Advisors LLC.