Retirement Industry People Moves

Art by Subin Yang

Resources Adds Two Firms in Growing Partnerships

Resources Investment Advisors (Resources) has added two firms as affiliate and partner—Strategic Retirement Group and StoneStreet Equity.

SRG is an institutional consulting and investment advisory firm, while StoneStreet provides investment advisory services for retirement plan fiduciaries.

“We selected Resource Investment Advisors after a national search for an SEC registered investment adviser,” says Robert Goldstein, principal at Stonestreet Equity, LLC. “Resource was selected because they share Stonestreet’s client-first values while their analytical resources and operational expertise lead the field. Most importantly, the people at Resources and StoneStreet combine to provide clients with the best opportunity to succeed.” 

”We know a lot of players in the retirement plan industry and looked at many of them. Resources is a firm led by people we can trust to help us take our business to the next level,” says David Hinderstein, president at Strategic Retirement Group. “We are excited about working with this group of successful advisers to lead the retirement industry into the future.”  

The affiliations come at a time when Resources is seeing its integrations growing. In the last 12 months, eight retirement plan-focused advisory firms have aligned with the investment advisory firm. According to Vince Morris, founder and president at Resources, more partnerships are expected in the upcoming future.

“Our goal is to add value to all our partner firms,” he says. “As we continue to bring on new affiliates, we not only improve our economies of scale but also increase our ability to share best practices and develop innovative products and processes to help our advisers grow their independent businesses.”

Hooker & Holcombe Hires Retirement Plan Education Specialist

Hooker & Holcombe has expanded its Investment Advisory Group by hiring long-time portfolio strategist and consultant Pam Minish to the role of managing director, and Brenda Bachman as retirement plan education specialist. 

As managing director, Minish is responsible for managing client relationships, in addition to projects within the sales and management areas of the firm. A Chartered Financial Analyst (CFA) Charterholder and recipient of the Chartered Alternative Investment Analyst (CAIA) designation, her robust strategy and consulting background extends from Chicago to China and includes working with high net worth individuals, educational institutions, and non-profit organizations. 

Prior to joining Hooker & Holcombe, Minish was with Key Bank as vice president and portfolio strategist, where she managed trust and non-profit portfolios.  Previous positions include strategic consultant for A.T. Kearney Ltd. In Hong Kong and vice president of loan syndications and trading with Bank of America. Minish is a board member of the CFA Society Hartford, a member of the Board of Governors at the Hartford Club and has been a conference panel speaker and student mentor at the UConn School of Business. She earned her bachelor’s degree from Vanderbilt University and her master’s from The Thunderbird School of Global Management at Arizona State. 

As retirement education specialist, Bachman is responsible for developing a comprehensive portfolio of retirement education and financial wellness programs for the firm’s institutional clients and their participants. 

Most recently, Bachman was with CM Smith Financial, LLC, serving as a registered investment adviser for individual clients.  Prior to that, she was with Cigna Corporation in various capacities, including roles in Healthcare National Accounts and team development in Integrated Care and Group Insurance. Bachman earned her degree from Central Connecticut State University. She holds the FINRA Series 6, 63, and 66 licenses and is an Accredited Investment Fiduciary (AIF). 

“We are thrilled to welcome Pam and Brenda to our team.  They are experts in their respective areas and having them will elevate the level of knowledge and service we can offer our valued clients,” says Rodger Metzger, president and chief investment officer, Investment Advisory Group.