Piedmont Independent Fiduciaries Hires VP
Piedmont Independent Fiduciaries (PIF) hired Sue Davis as vice president of client services and operations.
Tag: Hiring firing
Pension Planning $olutions Adds Associate
Steve Dunlap was hired as an associate at Pension Planning $olutions Inc., a firm that provides fiduciary guidance for retirement plans.
Putnam Appoints Investment Product Leader
Putnam Investments named Scott C. Sipple as head of investment product management and development.
Schwab Hires Carney to Head Retail Branch Network
Jeffrey Carney will head Charles Schwab’s retail branch network.
CPI Qualified Plan Consultants Names President
Jon Prescott has been named president of CPI Qualified Plan Consultants Inc.
Duff & Phelps Increases Institutional Sales Efforts
Kevin J. Callahan joined Duff & Phelps Investment Management Co. in a new position as senior vice president and director, institutional clients.
FiPath Hires Managing Director
Michael Turgeon was appointed managing director of Advisor Services for FiPath.
Russell Investments Appoints DC Specialist
Russell Investments hired Laura Grusczynski as a defined contribution (DC) specialist for the firm’s U.S. adviser-sold business.
Callan Names VP of Fund Sponsor Consulting
Benjamin B. Taylor joined Callan’s Fund Sponsor Consulting practice as vice president.
Mercer Makes Leadership Appointments
Mercer announced key leadership appointments to the structure of its U.S. Region.
J.P. Morgan Appoints Managing Director
J.P. Morgan Asset Management hired Richard Gray as managing director and institutional client adviser.
State Street Appoints Senior VP
State Street Corporation appointed Dick Taggart to senior vice president and head of Middle Office Outsourcing Operations across North America for the company’s Investment Manager Services business.
Mutual of Omaha Appoints 401(k) Sales Director
Mutual of Omaha Retirement Plans Division appointed Seth Friedman as 401(k) national sales director.
Cammack LaRhette Hires Director of Business Development
Isaiah Davis joined Cammack LaRhette Consulting as director of business development for its New England office, based in Wellesley, Massachusetts.
USI Consulting Group Hires VP, Retirement Services
Moira Duffy joined USI Consulting Group as vice president, retirement services.
LPL Financial Appoints Executive VP
LPL Financial appointed Mimi Bock as executive vice president of Independent Advisor Services (IAS).
Pensionmark Expands Regional Offices
Pensionmark increased its retirement plan adviser network to 18 regional offices with the addition of Northgate Retirement Group in Novato, California.
Lincoln Financial Names Stable Value Business Leader
Bill McLaren joined Lincoln Financial Group as Stable Value business leader for the company's Retirement Plan Services Product and Solutions Management team.
Campbell Joins Drinker Biddle & Reath LLP
Drinker Biddle & Reath LLP hired Bradford P. Campbell, former assistant secretary of Labor of the Employee Benefits Security Administration (EBSA), as counsel in its Employee Benefits & Executive...
Lincoln Financial Names Chief Marketing Officer
Lincoln Financial Distributors (LFD) named Richard Aneser chief marketing officer.