Citi Global Wealth CIO Stepping Down
David Bailin, who ran the investment office of Citi’s wealth division, is leaving May 15.
Tag: CIO
Fiducient Advisors Names Long CIO
Bradford Long, current chair of the firm's investment committee, will be replacing Matthew Rice as chief investment officer.
Retirement Industry People Moves
Perigon selects Hasan as CIO; State Street appoints Donohue as head of sustainability; GoldTree hires Plotke as principal.
Pensionmark Creates New Chief Investment Officer Role, Appoints Garrison
Nate Garrison will lead all of Pensionmark’s financial services companies in their investment strategy.
Retirement Advisory NFP Promotes Keeling to CIO
NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.
Retirement Industry People Moves
Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...
Edelman Financial Engines Announces Neil Gilfedder as CIO
Gilfedder received an internal promotion effective March 1, having been with the firm since 2014.
Retirement Industry People Moves
CastleKeep names Mike Benevento partner; Snowden Lane Partners adds Eduardo Alvarez Andreu; Matt Berman named president at Foresters Financial; and...
Retirement Industry People Moves
Securian Financial announces promotions, new head of asset management subsidiary; Alerus Financial names new retirement specialist; MassMutual CIO to retire;...
Retirement Industry People Moves
Empower names Waddell head of new individual investor division that includes Personal Capital; Pentegra names new CEO as Pinto retires;...
Retirement Industry People Moves
OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.