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Retirement Industry People Moves – 1/3/25
Adviser Banerjee joins SRP to lead Austin, L.A. teams; Faustino expands role at Broadridge, adds O’Brien of Cerulli; Pension Investors adds new retirement plan consultant; and more.
SRP Hires Utkarsha Banerjee as Lead Plan Consultant
Strategic Retirement Partners hired Utkarsha Banerjee as a lead plan consultant for its Austin, Texas, and Los Angeles teams.
Banerjee joins the advisory from Arista Consulting Group, an Alera Group company, where she was director of retirement investments. She had held that role for slightly more than two years, having previously been a retirement plan consultant with Alliant Insurance Services.
Faustino Gets Expanded Role at Broadridge, Brings on Cerulli’s O’Brien
John Faustino has taken an expanded role at Broadridge Financial Solutions Inc. by leading product and strategy in the firm’s data and analytics business along with his role as head of Fi360, its fiduciary software, data and training division.
“Integration of these roles will help us bring deeper and more unified solutions to our clients, including revenue generating Data Pack services with wealth and retirement insights to our advisor home office clients,” Faustino wrote in a post on LinkedIn.
Faustino had been with Fi360 when it was a stand-alone firm in 2016 and became head after Broadridge acquired the firm in 2019.
Along with his move, Faustino announced several personnel changes, including the addition of Shawn O’Brien, formerly head of Cerulli’s retirement research and consulting practice. O’Brien is now head of retirement insights at Broadridge.
In addition, Lejla Sehic, formerly vice president of operations and business process at Fi360, has been promoted to chief operating officer. John Markos, a Broadridge sales leader, will lead Fi360’s enterprise sales.
Zhanghi Joins Pension Investors Corporation
Courtney Zanghi, formerly national sales director for Alliance Retirement Plan Solutions, has joined Pension Investors Corp. as a retirement plan consultant.
The pension plan administrator with headquarters in Orlando, Florida, and Hollywood, Florida, brings on the sales leader with experience at firms including Spectrum Pension Consultants, ADP Inc. and CBiz Retirement Plan Services.
EZTPA Hires Relationship Manager
Third-party plan administrator EZTPA LLC has hired Amanda Malone as a relationship manager.
The Malvern, Pennsylvania-based firm hired Malone from Pension Associates, where she was a retirement plan consultant for more than a year. Prior to that role, she had been a retirement plan consultant and administrator with NPPG.
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