Tag: Hiring firing

Robert C. Albanese, president and chief executive of Pentegra Retirement Services, announced his retirement.

Expanded roles and responsibilities for some members of the executive team were announced by ING U.S. Inc.

Byron Edwards was named OneAmerica’s regional sales director for the Washington, D.C., region. 

Diana K. Powell has joined Westminster Consulting as its senior legal adviser.

Jamie Ohl was hired as president of tax-exempt markets for the institutional retirement operations of ING U.S. 

Andrew J. Bowden has been named deputy director of the Securities and Exchange Commission (SEC)’s Office of Compliance Inspections and Examinations (OCIE).

Clay Smudsky has been appointed managing director, head of distribution, a new position at Forward Management.

Kanika Brooks was hired as director of retirement plan services for Kolinsky Wealth Management Inc., an independent registered investment adviser in Woodcliff Lake, New Jersey.

The Guardian Insurance & Annuity Company Inc. named Jasonn D. Potter regional vice president for its retirement plan sales team.

SageView Advisory Group has added six retirement industry professionals to its team.

Bay Colony Partners, a retirement consulting group in Boston, was acquired by CAPTRUST Financial Advisors.

True Private Wealth Advisors LLC in Salem, Oregon, was formed by partners Brett Davis and Steve Altman, and partners Todd Gescher and Jason Herber.

Sean Zent has been hired as a retirement plan consultant, opening an office in Buffalo, New York, for CPI Qualified Plan Consultants Inc.

Brendan M. Gill was appointed senior vice president and head of national accounts in the adviser solutions group of Neuberger Berman Group LLC.

Betsy Custer has joined White Horse Advisors LLC as a retirement plan adviser.

The Financial Industry Regulatory Authority (FINRA) announced that Vice Chairman Stephen Luparello is leaving to join the WilmerHale law firm in Washington, D.C.

 Jim Dario has been named managing director of product management for TD Ameritrade Institutional.   

Several personnel appointments to support the small to midsize corporate retirement plans market were announced by ING U.S.’s retirement business.

Michael Bernstein was promoted to head of North American business development at Lyxor Asset Management Inc., an affiliate of Lyxor Asset Management S.A.

James T. Mattera was named regional director of sales, a new position at Tegrit Group.