Retirement Industry People Moves – 3/22/24

The Retirement Advantage Adds Chase Meitler to Consulting Team 

Chase Meitler

The Retirement Advantage Inc., an independently owned retirement services company, announced the addition of Chase Meitler as the newest regional plan consultant. Meitler will be responsible for overseeing a territory that includes Colorado, Montana, North Dakota, Nebraska, South Dakota and Wyoming. 

Meitler will report directly to Darin Erdmann, TRA’s director of sales and distribution. Meitler will concentrate on expanding TRA’s client base in the Rocky Mountain region, as well as crafting personalized retirement plan solutions that minimize taxable income for business owners.  

Meitler’s various positions included senior retirement consultant and associate internal sales director at Empower Retirement and, most recently, regional retirement consultant at Transamerica. 

Pantheon Announces Succession Plan for CEO, CIO Roles 

Pantheon Ventures LLP announced this week that Kathryn Leaf will become CEO of the firm in 2025. She will succeed Paul Ward, who will become the executive chairman, following a tenure of more than a decade leading Pantheon through a “period of substantial growth and expansion.” 

The transition will be effective January 1, 2025, and is subject to standard regulatory approval.  

Leaf is currently co-head of investment and global head of real assets, as well as a member of the firm’s executive committee and partnership board. Since becoming partner in 2012, Leaf has led the development of the firm’s infrastructure platform and has overseen the firm’s growth to more than $20 billion in discretionary assets under management.  

Ward will step down following a 20-year career at Pantheon, having joined as vice president on the private equity secondaries team in 2003. 

Additionally, Jeff Miller, who has served as co-head of investment alongside Leaf since 2022 and as global head of private equity, will become chief investment officer. Miller is also a 15-year veteran of the firm and currently serves as global head of private equity, as well as a member of the firm’s executive committee and partnership board. 

Noble Appoints Angela Johnson as Head of Global Client Solutions and Strategic Partnerships 

Angela Johnson

The Noble Investment Group announced the hiring of Angela Johnson as head of global client solutions and strategic partnerships, a new role at the firm. Johnson will be responsible for leading Noble’s client relationships and cultivating new strategies and investment products. Johnson will also serve as a member of the firm’s investment committee.

Johnson joins Noble from venture capital firm Fifth Wall, where she was a partner and head of capital formation, leading global capital raising and investor relations. She began her career in hospitality at RLJ Development as part of its acquisitions, capital markets and portfolio management teams. She has more than 20 years of experience in the real estate sector. 

“I am honored to join the Noble team, an organization renowned for its integrity, investment performance, innovation, and leadership,” said Johnson in a statement. “I look forward to leveraging my experience to help build valuable new strategies across the Noble platform.” 

John Phillips Named Senior Strategic Adviser at FusionIQ

John Phillips

FusionIQ, a wealth management platform, announced the appointment of John Phillips as senior strategic adviser. Phillips will focus on consulting with registered investment advisers, family offices and broker/dealers to “drive growth, efficiency and transformation strategies.” 

He will also play a “key role” in expanding FusionIQ’s digital marketplace, finTAMP and self-directed investing modules as the company aims to become a leading all-in-one cloud-native wealth management platform.

Prior to joining FusionIQ, Phillips served as executive vice president and head of platform sales at Fidelity Institutional, a division of Fidelity Investments. Phillips has nearly three decades of experience in the financial services industry. 

“We’re thrilled to welcome John Phillips to the FusionIQ team,” said Mark Healy, FusionIQ’s CEO, in a statement. “John’s deep sector knowledge, industry relationships, and strategic insights will be invaluable as we continue to enhance our platform and help our clients become digital wealth leaders. We look forward to working closely with John to deliver unparalleled value for our partners and clients.” 

Phillips will begin his new role next week.