Retirement Industry People Moves

Joseph P. Gill has joined Rothschild Asset Management as managing director of institutional sales. In this position, Gill will play a key role within the firm’s institutional sales team in New York.

Gill, who has more than 20 years of institutional sales and relationship management experience, was previously at Pentegra Retirement Services, where he was a partner and managing director of business development. In 2012, he co-founded and served as a managing partner for Thane Capital. Previously, he held roles in relationship management and business development for investment management organizations including BlackRock, Blackstone, JP Morgan, and the Bank of Tokyo-Mitsubishi. 

Gill holds a bachelor’s degree in economics from Saint Joseph’s University. He will report to Michael Woods, chief executive officer of Rothschild Asset Management Inc. His appointment became effective July 20.

Rothschild Asset Management Inc. is the U.S. asset management business of the Rothschild Group.

Diana Jordan has been named director of client consulting, a newly created position, at Unified Trust Company.

Jordan, who has 15 years of industry experience, was previously at Sikich LLP, where she was partner in charge of wealth management and retirement plan services. Earlier in her career, as an adviser, she worked with Unified Trust, which she cites for its dedication in helping people achieve successful retirement outcomes.

In her new role, Jordan will develop and lead the execution of strategic business initiatives— client satisfaction, retention and growth—in the retirement plan space. Through the client consulting group, she will work closely with independent retirement plan advisers who have plans with Unified Trust to help them further enhance the services they provide to plan sponsors, and act as a resource to assist in servicing plans.

Jordan holds a bachelor’s degree in accounting from the University of Illinois and is a former staff sergeant with the Air National Guard. 

Unified Trust Company is a nationally chartered trust company specializing in wealth management and retirement planning

Julie Niccum rejoins Ascensus as senior vice president of service delivery to oversee the firm’s employer services and solutions department. She will work with leadership across various departments to support the company’s focus on exceptional service.

Niccum rejoins Ascensus from CenturyLink, where she was director of pension and savings plans. In this role, she was responsible for oversight of all corporate plans, including the $12.8 billion pension plan and the $5.6 billion 401(k) plan.

Niccum was a tenured member of the Ascensus leadership team for more than a decade, serving as vice president and vice president of operations .

Ascensus is an independent retirement and college savings services provider.