Deals & People January 24th, 2013 Northern Trust Names Investment Outsourcing Head Marc Mallett was named product manager of investment operations outsourcing in the Americas at Northern Trust.
Deals & People January 24th, 2013 Obama Taps Former Prosecutor to Head SEC Mary Jo White, a former federal prosecutor, was nominated by President Obama to head the Securities and Exchange Commission (SEC).
Deals & People January 24th, 2013 PEI Names Client Services Director Charles Napp, Jr. has been appointed director of the client services group at Portfolio Evaluations Inc. (PEI) in Warren, New Jersey.
Deals & People January 23rd, 2013 Great-West Names N.C. Sales Director Bill Whittington was appointed regional sales director for the North Carolina market of Great-West Retirement Services.
Deals & People January 23rd, 2013 BMO Retirement Adds DCIO Manager Ben Jones was appointed manager, defined contribution investment-only (DCIO) by BMO Retirement Services at BMO Global Asset Management.
Deals & People January 18th, 2013 Ga. Firm Names Principal, Promotes Four Britt L. Bentley was named senior vice president and a principal of LCG Associates Inc.
Deals & People January 18th, 2013 U.S. Bank Names Relationship Manager Adam Casavant joins U.S. Bank Institutional Trust and Custody in Chicago as a relationship manager.
Deals & People January 18th, 2013 Slocum Names Research, CIO Promotions James Treanor was promoted to principal and head of research, and Jonathan Havice to chief investment officer at Jeffrey Slocum and Associates Inc.
Deals & People January 17th, 2013 Pentegra Names Consulting Services VP Charles W. Coldwell Jr. was promoted to vice president of consulting services at Pentegra Retirement Services.
Deals & People January 15th, 2013 Burnham Benefits Appoints Vice President Janet Vreeland has been named a vice president at Burnham Benefits Insurance Services.
Deals & People January 15th, 2013 Mercer Names Midwest Retirement Head David Weissner was named Midwest market business leader for Mercer’s retirement business.
Deals & People January 14th, 2013 BofA Names Managing Director Jeff Cimini has joined the personal wealth and retirement leadership team at Bank of America Merrill Lynch as a managing director and head of personal retirement.
Deals & People January 14th, 2013 Investec Names Institutional Client Group Director Investec Asset Management appointed Mel Lindsay as director of its Institutional Client Group.
Deals & People January 14th, 2013 ING U.S. Hires Fixed Annuities Unit Head David Bedard was named president of the annuities business division of ING U.S.
Deals & People January 11th, 2013 Tortoise Capital Names Managing Director Brad Adams has been promoted to managing director of Tortoise Capital Advisors LLC in Leawood, Kansas.
Deals & People January 11th, 2013 J.P. Morgan Adds Real Estate Strategist J.P. Morgan Asset Management – Global Real Assets hired John Faust as a managing director and client portfolio manager for real estate.
Deals & People January 8th, 2013 SIFMA President, CEO Returns to JPM T. Timothy Ryan Jr., Securities Industry and Financial Markets Association (SIFMA) president and chief executive, has submitted his resignation.
Deals & People January 7th, 2013 LPL Adds EVP of Business Technology Services Donie Lochan joined LPL Financial LLC as executive vice president of business technology services (BTS).
Deals & People January 7th, 2013 Pioneer Hires Two for Institutional Team Mark Dacey has been named head of U.S. consultant relations and Amy DiMarzio, fixed-income investment strategist, at Pioneer Investments.
Deals & People January 7th, 2013 Northern Trust Names Head of Fund Administration Nancy Grady has joined Northern Trust as head of U.S. fund administration and fund accounting-Americas.