Tag: Hiring firing

The HR and benefits consulting firm Buck Consultants appointed Joanne Jacobson as principal and Employee Retirement Income Security Act (ERISA) compliance consultant.

Celine Colgan has joined The Presidio Group LLC as co-head and chief business officer for the firm’s outsourced investment office.

Karen Damaso has joined UBS Wealth Management America to support new business development initiatives in the equity compensation services division.

Jeff Fuhrman was named chief operating officer and chief financial officer of LLBH Private Wealth Management LLC, an independent wealth management firm.

TrestleBridge Capital of Austin, Texas, launched with approximately $100 million in brokerage and advisory assets under management with LPL Financial.

Peter Corippo, a former pension chief investment officer, has joined Russell Investments as a senior strategist.

Brett Schneider was named chief financial officer, and Tim Robb has been appointed general counsel at NFP National Financial Partners (NFP).

Paul Harris has joined the business development group of Strategic Investment Group as director. 

Jane E. Jarcho has been named national associate director of the Investment Adviser/Investment Company examination program by the  Securities and Exchange Commission (SEC).

CAPTRUST, an independent retirement plan advisory firms, has acquired Cambridge Financial Services, an institutional investment advisory firm in Greenwich, Connecticut. 

Fred Hamsayeh joined the Riverside, California, office of Retirement Benefits Group.

Noel J. Trias will join Pensionmark as managing director of the new office.  

 Lori Commerford was hired by ING U.S. Retirement Solutions as director of consultant relations for the large corporate markets. 

Michael N. Goldman has been appointed chief operating officer at National Financial Partners Corp.

Barbara Lewis was named head of large-market 401(k) and 403(b) sales for Great-West Financial.

J. Michelle Sybesma has joined ProCourse Fiduciary Advisors LLC as chief operating officer.

Northstar Wealth Partners, a firm affiliated with LPL Financial, added the advisory team of Tyler W. Potts and J Addison McAraw.

Peter Sorensen joined the San Francisco office of Heffernan Financial Services as a retirement and investment adviser.

Frank Zukowski was appointed national sales director of Guinness Atkinson Asset Management, adviser to the Guinness Atkinson Funds.

Paul Gamble was appointed managing director and president of retirement solutions at F-Squared, an investment management firm in Newton, Massachusetts.