Retirement Industry People Moves – 8/2/24

The Wagner Law Group Hires 3 Senior Attorneys

Bill Hoch

Edward Englander

Denise Chicoine

Three senior attorneys announced that Denise Chicoine, Edward Englander and Bill Hoch have joined the firm as partners in the Boston office.

Chicoine’s practice is focused on employment law. She handles issues such as noncompete agreements, severance agreements, disability accommodation and employee benefits. She also represents management and individuals at the Massachusetts Commission Against Discrimination.

Englander’s practice is concentrated on civil matters. He has litigated cases in Massachusetts and federal courts in the areas of real estate, employment, business disputes and municipal disputes. He has resolved cases involving employment disputes, noncompete agreements, beach rights among other issues.

Hoch is an employment law attorney, representing companies trying to manage workforce issues and defend against employee lawsuits. He has defended employment law cases before state and federal agencies, trial courts and appellate courts.

Prime Capital Promotes VanderLinde to President of Liberty Wealth Advisors

Annette VanderLinde

Prime Capital Financial, formerly Prime Capital Investment Advisors, has promoted Annette VanderLinde to president of Liberty Wealth Advisors, a Prime Capital Financial company.

Liberty Wealth Advisors provides financial services through its remote adviser business model, and VanderLinde has been a key driver in advancing this model, according to Prime Capital.

The firm stated that VanderLinde has also been instrumental in elevating Liberty Wealth to a comprehensive wealth planning organization, expanding its services to include holistic financial planning.

“I am thrilled to take on this new role and continue the immensely rewarding task of helping clients achieve their financial goals, and I look forward to welcoming new clients to Liberty Wealth,” VanderLinde said in a statement.

Petra Funds Group Appoints Gajdjis as Senior Adviser

Nicholas Gajdjis

Petra Funds Group, an independent private funds administrator, announced the addition of Nicholas Gajdjis as a senior advisor to the firm, expanding its bench of professionals who help private equity, private debt and venture capital fund managers scale their operations.

Gajdjis joins Petra after nearly four decades at EY, where he worked with a broad range of financial services and investment management firms. For the last 20 years, he has specialized in private equity as an audit partner to private equity funds, investment advisers and regulated investment companies.

He has advised clients on start-up operations, accounting policies and procedures, internal controls, regulatory matters, valuation, complex fund structures, and finance and reporting operating models.

“Throughout his career, Nick has built deep and trusted relationships across the private markets ecosystem, working closely with general partners at leading private equity and alternative investment funds,” Stephen Coats, co-founder and managing partner of Petra, said in a statement. “We are thrilled to welcome Nick to Petra.”

401GO Joins the Retirement Advisor Council

Retirement Advisor Council announced that 401GO, a fintech retirement plan provider, has joined the firm as a member-at-large.

401GO offers businesses hands-off administration, practical pricing and customer support. The firm will be represented by Dan Beck, CEO and co-founder.

“We are excited to be joining the Retirement Advisor Council as a member-at-large, to further our commitment to making retirement a reality for every American,” Beck said in a statement.