Tag: Hiring firing

Custodia Financial has added Erika Chavez to manage the company’s Retirement Loan Eraser program.

Last week, Verisight, Inc. announced it is acquiring retirement and benefit plan service provider DailyAccess Corporation and its subsidiaries.

Three new hires have joined Forward Management LLC, including Eric Sagmeister as portfolio manager, John Palmer as senior analyst, and Robert Rosner as regional sales director.

USI Consulting Group hired Michelle Rubin as a senior actuarial consultant in its defined benefit practice.

Ron O’Hanley, who heads asset management and corporate services at Fidelity Investments, will leave the firm at the end of February.

Christopher Englebert and Daniel Reitz have joined Beirne Wealth Consulting (BWC), a Milford, Connecticut-based consulting firm and member of Focus Financial Partners LLC’s independent wealth management network.

Financial and retirement services provider OneAmerica announced that J. Scott Davison will become the company’s new CEO on April 1, upon the retirement of current CEO Dayton H....

Investment management firm PIMCO appointed a new portfolio management and executive leadership team.

Bradd Donovan joined Securian Retirement’s sales team in Southern California.

Cameron MacLeod joined actuarial and benefits consulting firm Nyhart to lead its national retirement plan growth initiative.

Graystone Consulting, a business of Morgan Stanley, hired a team of eight investment professionals to serve institutional and individual clients in Southern California.

Mary Ann Picciotto will join OppenheimerFunds as chief compliance officer.

Denver-based investment consulting firm Innovest Portfolio Solutions has acquired InSight Employee Benefit Communications.

Philip Poole has joined Deutsche Asset & Wealth Management as head of research, a new role for the firm.

Jeffrey Hommel and Marc Panasuk joined TD Ameritrade’s retirement planning business as vice presidents for sales and retirement plan solutions.

Chris Blair joined Mercer’s San Francisco office as a principal for the firm’s defined contribution (DC) adviser specialty practice.

Bill Chetney has been named president of LPL Retirement Partners, a subsidiary of LPL Financial Holdings Inc., effective January 1, 2014.

Bill Glavin, CEO of OppenheimerFunds, will be replaced by Arthur Steinmetz, the investment firm’s current chief investment officer (CIO), on July 1, 2014.

Lincoln Financial Distributors (LFD), the wholesale distribution business of Lincoln Financial Group, added three sales directors to its intermediary retirement plan sales force.

Principal Enterprise Capital LLC hired David Gottschall as managing director and Emily Slovitt as investment manager.