Retirement Industry People Moves

DriveWealth Appoints Pizzorusso as Global CFO 

DriveWealth LLC announced the appointment of Jason Pizzorusso as global chief financial officer.  

In his new role, Pizzorusso will lead strategy and development of the company’s global growth. Prior to joining DriveWealth, he spent 16 years at Morgan Stanley, most recently as CFO of the wealth management segment.  

“Jason is an exceptional leader with a proven track record of success in our industry,” Bob Cortright, DriveWealth’s CEO, said in a statement. “His expertise and extensive knowledge across both finance and technology will be instrumental in driving our growth and global expansion.”  

Burke Joins Cetera Advisors 

Cetera Financial Group announced that senior financial adviser Janet Burke has affiliated with Cetera Advisors by joining Sunrise Wealth Advisors.  

Burke oversees approximately $50 million in assets under administration, as of May 31. These assets will now be housed with Cetera Advisors. She was previously affiliated with Ameriprise Financial Services LLC. 

“As a woman in the wealth management field, I’m thrilled to join Cetera, where I feel my unique experiences and voice are both heard and understood,” Burke said in a statement. “I’m also excited by the prospect of offering a boutique-style investment experience to my clients, which is a trademark of Sunrise Wealth Advisors.” 

Hub International Mountain Welcomes Jones as Executive VP 

Scott Jones 

Hub International Mountain States announced Scott Jones as executive vice president of employee benefits sales.  

Jones has held leadership positions in employee benefits sales groups as a high-level executive at Hub International since 2015.  

In addition to his professional achievements, Jones, based in Boise, Idaho, is involved in multiple small businesses within his family. Hyde Perk Coffee, 44 East Boutique (Meridian) and All-In Wrestling are just a few examples of his ventures. 

Sequoia Promotes McCauley, Tichnell, Hires Glick as COO 

Sequoia Financial Advisors LLC announced that Annie McCauley has assumed the role of executive vice president and chief client experience officer, while Kevin Tichnell is now chief strategy and acquisitions officer. In addition to the two promotions, Joseph Glick has joined the firm as executive vice president and chief operating officer. 

“Our priorities are organic growth, selective acquisitions, and operational excellence,” Tom Haught, founder and CEO of Sequoia, said in a statement. “Annie is now responsible for organic growth and unifying our client experience, asset management and planning. We welcome Joe to Sequoia in the key role of overseeing our growing operations and breadth of services. Kevin will focus solely on leading our M&A efforts.” 

Stone Ridge Appoints Mathas as Senior Adviser 

Stone Ridge Holdings Group announced that Ted Mathas has joined as a senior adviser. Mathas had served as New York Life chairman and CEO for more than 14 years.  

Mathas, who retired from New York Life in April 2022, will help Stone Ridge scale its innovative suite of products purpose-built for financial advisors and insurance companies. Additionally, he will provide mentorship and guidance to its executives and operating subsidiaries. 

“I am fortunate to be in a position where I can retire from a full-time role and company I love, but not stop working on things I care deeply about with people who share my values and passion,” said Mathas. “I’m especially excited to help develop and distribute Stone Ridge’s breakthrough innovation of embedding longevity pooling inside asset management strategies.”