On the Move
➜ TIAA named Thasunda Brown Duckett as its new president and CEO, starting May 1. Duckett was formerly CEO of Chase Consumer Banking for JPMorgan Chase, where she led a banking network with more than $600 billion in deposits.
➜ Jamie Battmer joined Lockton Retirement Services as its chief investment officer. He will focus on accelerating retirement solutions for Lockton’s clients.
➜ Hearts & Wallets appointed John Towle as chief client officer. He brings over 30 years of experience in product marketing, marketing communications and distribution marketing.
➜ Prudential Financial Inc. selected Caroline Freeney to be CEO of its U.S. insurance and retirement business. She will be responsible for driving growth across U.S. businesses.
➜ PWA Wealth Management joined CAPTRUST Financial Advisers. The Pittsburgh-based team brings 15 employees, including seven financial advisers, to its new firm.
➜ OneDigital Investment Advisors acquired the assets of Fulcrum Partners, marking the former’s expansion into the nonqualified deferred compensation plan market.
➜ Genovese Burford & Brothers Wealth & Retirement Plan Management LLC has merged with CAPTRUST Financial Advisors. Genovese Buford, headquartered in Sacramento, California, holds $3.13 billion in assets under advisement.
➜ Will Fuller will succeed Mark Mullin as president and CEO of Transamerica. Mullin will become the new chairman of Transamerica Corp.’s board of directors.
➜ Erin Cho joined Mayer Brown as a partner in its employment and benefits group in Washington, D.C. She specializes in Employee Retirement Income Security Act Title I fiduciary matters.
➜ AIG selected Lisa M. Buckingham to the newly created role of executive vice president, global head of AIG enterprise design and life and retirement separation initiatives.