Deals & People November 29th, 2012 Snowden Adds Two Adviser Teams The DiCiaccio and LaMothe-Gonzalez Groups have joined Snowden Capital Advisors LLC.
Deals & People November 27th, 2012 CPI Names Northeast Division Leader CPI Qualified Plan Consultants named Ivette Dominguez as divisional vice president for the Northeast division.
Deals & People November 26th, 2012 Doll Appointed Nuveen's Chief Equity Strategist Bob Doll was appointed chief equity strategist and senior portfolio manager at Nuveen Investments.
Deals & People November 26th, 2012 SEC Chairman Schapiro to Step Down After nearly four years in office, SEC Chairman Mary L. Schapiro announced she will step down, effective December 14, 2012.
Deals & People November 21st, 2012 CPI Appoints Divisional VP Christina Gregory has been named divisional vice president for CPI Qualified Plan Consultants’ Central/Southeast Division.
Deals & People November 15th, 2012 Matrix Names Vollmer Head of Sales Todd Vollmer has been appointed to head of sales at Matrix Financial Solutions, a Broadridge Financial Solutions company.
Deals & People November 12th, 2012 DOL’s Davis Joins Prudential Michael L. Davis has joined Prudential Retirement as senior vice president and head of its stable value business.
Deals & People November 12th, 2012 NAPFA Chief Executive to Step Down Ellen Turf, chief executive of the National Association of Personal Financial Advisors (NAPFA), said she will leave the organization in August 2013.
Deals & People November 12th, 2012 Mercer Hires De-Risking Consultant Milla Krasnopolsky has joined Mercer’s Financial Strategy Group as a senior consultant and lead strategist for dynamic de-risking solutions.
Deals & People November 7th, 2012 MassMutual Names Relationship Manager Laura Cali has been hired as a relationship manager with MassMutual’s Retirement Services Division.
Deals & People November 7th, 2012 OneAmerica Adds Sales Director in Michigan The companies of OneAmerica selected Duane Jeffers as regional sales director for retirement business in Michigan and Northwest Ohio.
Deals & People October 31st, 2012 Fiduciary Investment Advisors Expands Team Fiduciary Investment Advisors (FIA) hired Robert A. Corlito as an investment consultant in the Boston office.
Deals & People October 24th, 2012 Segal Rogerscasey Canada Adds Executives John DeMairo, chairman and chief executive, Segal Rogerscasey Canada, announced executive appointments in the firm’s Toronto office.
Deals & People October 23rd, 2012 fi360 Appoints Stocke CFO Patricia Stocke was named chief financial officer of fi360.
Deals & People October 23rd, 2012 CAPTRUST Expands Footprint With N.Y. Office The newest office of CAPTRUST Financial Advisors opened in Manhattan.
Deals & People October 22nd, 2012 Callan Hires VP of Custody Consulting Practice Callan hired Mark Kinoshita as vice president in the Trust, Custody and Securities Lending group.
Deals & People October 22nd, 2012 RMB Capital Names Elegante Portfolio Manager Joseph Elegante has been appointed portfolio manager for RMB Asset Management, an independent advisory firm headquartered in Chicago.
Deals & People October 18th, 2012 The Schaeneman Group Joins Morgan Stanley The Schaeneman Group has joined the Morgan Stanley Wealth Management office in Hartford, Connecticut.
Deals & People October 17th, 2012 Forward Adds Health Care Investments Team Forward Management LLC has formed the Asymmetry global health care team.
Deals & People October 16th, 2012 Guardian Retirement Names National Sales Manager Stephen Davis has been appointed national sales manager of Guardian Retirement Solutions.