On the Move

Reported by PLANADVISER Staff

 


➜ Julija Kod joined Wilshire as senior vice president of the institutional client solutions team. 

➜ Daniel Yem joined J.P. Morgan Asset Management as a senior investment specialist to support the firm’s retirement solutions team.  

➜ OneAmerica hired Barbara Lewis as head of business development, a new retirement services leadership position. 

➜ Lockton appointed M. Machua Millett as chief innovation officer and alternative investment practice leader within its Lockton Financial Services unit. 

➜ Morgan Stanley at Work acquired American Financial Systems, a provider of nonqualified executive benefit plan solutions and services.

➜ Lincoln Financial Group appointed Amber Williams, senior vice president and head of client investment strategies, as the firm’s chief sustainability officer. 

➜ Utkarsh Patel will move to Prudential Financial Inc. as global head of digital ­products.

➜ PGIM Fixed Income named Daleep Singh as chief global economist and head of global macroeconomic research. 

➜ First Trust Capital Partners LLC signed a definitive agreement to purchase Veriti Management LLC, a direct indexing asset management and financial technology company.

➜ Mutual life insurer New York Life appointed Senior Vice President Todd Taylor as head of retail ­annuities. 

➜ As part of Voya Financial Inc.’s planned succession process, the company’s board of directors appointed Heather Lavallee as president and CEO-elect. 

➜ NFP hired John Stewart as senior vice president, surety leader, in Canada.

➜ The Standard hired Mike Shamon as stable value sales director.