Tag: Hiring firing

Wells Fargo Institutional Retirement and Trust announced that Steve Nolan has joined the firm as manager of transition services, effective July 1, 2011.

The Newport Group announced that Jeff Wirth is the new Senior Vice President, Non-Qualified Plans, and George White has joined the firm as Vice President, Non-Qualified Client Services.

Edward Ramos joined the company as a senior managing director and lead portfolio manager for the International Equity strategy at MacKay Shields LLC. 

StanCorp Equities has chosen Chris Weekley to be a pension consultant, responsible for retirement plan sales in Georgia and Tennessee.

Rob Ferguson has been named head of global securities lending at CIBC Mellon, Robert Chiuch has been named managing director, and Phil Zywot had been named head of...

Bank of America is hiring advisers to cater specifically to the “Preferred customer” segment of Bank of America’s client base - those with investable assets of $50,000 to...

Lincoln Financial Distributors (LFD) announced that Kelly Bush has joined the firm as regional sales director with the Institutional Retirement Solutions Distribution (IRSD) team.

Kevin O’Brien and Tyler Polk are the newest investment consultants at Fiduciary Investment Advisors (FIA), based in Windsor, Connecticut.

Larch Lane Advisors LLC announced that David Katz has been named the firm’s President and Chief Operating Officer.  

Seattle-based Wurts & Associates selected Jeffrey Scott as Chief Investment Officer and Max Giolitti as Director of Risk Allocation.

Russell Investments hired Matthew Teevan as a defined contribution (DC) specialist for the firm’s U.S. adviser-sold business.

Specialty insurance brokerage firm, Alliant Insurance Services, hired Michael F. Foy to be Vice President for the company’s national retirement services group, Alliant Retirement Services.

Trisha Brambley has joined New Jersey-based Portfolio Evaluations, Inc. (PEI).

Roberta Eckert and Michael Agan are the newest Wealth Management Consultants on the Fee-Based Distribution team for Allianz Life.  

Julie Gerend joins Advantus Capital Management as senior vice president, Institutional Accounts and Insurance Advisory Sales, effective May 31. 

Diversified announced that Thomas M. Stephenitch has joined the company as a sales executive for Michigan and northern Ohio.  

Alan Harden is the new CEO of Asia-Pacific for BNY Mellon Asset Management, with more than 20 years of experience working in the region.

Glen Eichelberger and Brian Teaff, both formerly of Fulbright & Jaworski, have joined the firm’s Houston office in its wealth management practice. 

Prudential Financial hired Kathryn Sayko to be managing director for its Strategic Solutions Group.

SageView Advisory Group has opened an office in Houston, Texas, to be headed by Eric Grimes.