Retirement Industry People Moves – 9/13/24

OneDigital Welcomes Andrea Madonna as Benefits Consultant in Florida

Andrea Madonna

OneDigital has announced Andrea Madonna as a new benefits consultant. Joining the firm in Bonita Springs, Florida, Madonna has more than 20 years of strategic employee benefits experience.

“Andrea excels in building strong stakeholder relationships and possesses a robust analytical background. Her expertise spans COBRA, FMLA, Health, Life, Disability, Section 125, and ACA,” OneDigital shared in a statement. “Andrea’s passion for her role is driven by her commitment to innovative problem-solving and decision-making, ensuring her clients receive the best possible benefits solutions.”

Bitzer, Cox, Cuerington Join Franklin Templeton as Client Advisers

Andre Cuerington

Emily Cox

Todd Bitzer

Franklin Templeton announced the appointment of Todd Bitzer, Emily Cox and Andre Cuerington as senior vice presidents and client advisers on its U.S. institutional team, all of whom joined the firm in August.

In their new roles, they will be responsible for managing the firm’s partnerships with existing and prospective institutional clients. Bitzer is based in Atlanta. Cox, who additionally serves as an alternative specialist, is based in Southern California. Cuerington is based in Northern California.

Bitzer and Cuerington report to Mike Foley, head of U.S. institutional, who oversees Franklin Templeton’s U.S. institutional direct sales, consultant relations and relationship management teams. Cox reports to John Ivanac, senior vice president and head of U.S. institutional alternatives on Foley’s team, focusing on the firm’s alternative investment capabilities.

“We continue to add experienced talent to further strengthen our team’s ability to create partnerships with institutional investors who are increasingly seeking to access the full value our firm can provide to them across both public and private investment markets,” Foley said in a statement.

WTW Appoints Horn as Missouri/Kansas Market Leader, Senior Retirement Consultant

Patty Horn

WTW, a global advisory and solutions company, announced the appointment of Patty Horn as Missouri/Kansas market leader and senior consultant in its retirement business within the health, wealth and career segment in North America.

In her dual role, Horn will serve as a strategic adviser to retirement clients and prospects within and beyond Missouri and Kansas. She is based in St. Louis. Horn will report to Pierre Jraiche, WTW’s managing director of retirement.

“We are delighted to welcome Patty to the WTW team,” Jraiche said in a statement. “Her extensive experience and exceptional leadership skills will be invaluable as we continue to strengthen our presence in the Missouri and Kansas markets.”

Horn joins WTW with more than 25 years of experience in retirement consulting. Prior to this, she served as the Missouri/Kansas Retirement practice leader and U.S. retirement innovation lead at Aon.

IRALogix Taps Haas as CFO

Keith Haas

IRALogix, a retirement industry fintech provider, announced the appointment of Keith Haas as chief financial officer. Haas assumed his new position September 3 and reports to Peter de Silva, CEO.

“We are excited to welcome Keith to the IRALOGIX team and are eager to leverage his passion, expertise, and financial acumen to drive our continued growth,” said de Silva in a statement. “With his extensive background in the tech industry and a proven track record of financial leadership, Keith is the perfect fit to help us achieve our strategic objectives.”

Most recently, Haas served as CFO of FutureView Systems, a provider of solutions that empower financial transformation of management and accounting processes through innovative technology.

“I’m excited to join IRALOGIX as CFO, especially at such a transformative time for our technology solutions to benefit the massive individual retirement account space,” Haas said in a statement.

AmericanTCS Welcomes Mike McAleer as Strategic Account Director

Mike McAleer

AmericanTCS, the outsourcing partner to retirement-focused financial services firms, announced the appointment of Mike McAleer as strategic account director.

McAleer joins AmericanTCS with 25 years of experience in the financial services industry and has held high-level sales and sales leadership roles across firms such as Lincoln Financial Group, Clark Capital Management Group, Charles Schwab and Russell Investments. McAleer’s diverse background includes experience in asset management, custody and trading, and qualified plans.

“I’ve had the pleasure of partnering with Mike for many years, and I’m excited to have the opportunity to work with him as a teammate,” said Brian Lenz, chief sales officer for AmericanTCS, in a statement. “He brings a wealth of experience, a wide network and a proven track record of success that will be instrumental in helping us continue to be the go-to partner in the retirement marketplace. Most importantly, he has an impressive repertoire of dad jokes.”

McAleer will be responsible for managing an existing book and growing key accounts across all of the firm’s retirement-centric business lines. He will support AmericanTCS partners, including retirement plan recordkeepers, TPAs, asset managers and banks.