Tag: Hiring firing

New York Life announced the appointment of David Castellani as senior managing director and head of New York Life Retirement Plan Services (RPS), effective immediately.

Great-West Retirement Services appointed Julie Costello as a third-party administration (TPA) relationship manager for the west region.

Great-West Retirement Services appointed Michael Fennessy as regional sales director for Los Angeles.

Charles Schwab has appointed Neil T. Hickey to be Managing Director, Defined Contribution Investment Only.

Mesirow Advanced Strategies, Inc. (MAS) has hired Bruce McGuire as a vice president and senior member of its client relationship team.

Salient Partners, L.P. announced its acquisition of Integrity Capital Services, LLC and named Integrity’s founder, Lee Partridge, as Salient’s Chief Investment Officer.

Hand Benefits and Trust Company named Martin Campbell to the new position of Senior Consultant Institutional Trust, responsible for collective trust fund sales and consulting.

Goldleaf Partners is expanding its Regional Sales and Service Center in its Twin Cities Office and is hiring John Selander as Client Relationship Manager.

Paul G. Escobar will be heading up a new division at Bay Colony Partners, a privately held independent retirement planning firm.  

Transamerica Capital Inc. has chosen Scott Ramey to be Head of Business Development.

Glenmede, a privately-held and independent investment and wealth management firm, has announced that Susan P. Mucciarone has joined as Senior Vice President and Director of Wealth Services.

Merrill Lynch had accused Morgan Stanley of poaching a team of its brokers–a team that had handled $215 million in client assets.

Kristen Whisnant has joined NFP Securities, Inc. as senior vice president, Advisory & Investment Services.

Vision Capital Management Inc. announced Todd S. Jessup will join the firm as Director, Institutional Marketing and Client Services.

The retirement services division of American United Life Insurance Company (AUL) announced the appointment of Gail Lingle to the position.

Mercer announced a number of management changes in its Investments and Retirement, Risk & Finance businesses.

Nationwide Financial Services hired five Field Service Representatives (FSRs) for its private sector retirement plans sales force.

Lincoln Financial Group announced that Sharon Scanlon has joined the company as Vice President and Business Leader for the Large-Market Defined Contribution (DC) business.

Morningstar, Inc. announced that Peng Chen will be taking up the post, leaving his current role as president of Morningstar's Ibbotson Associates unit.

Goldman Sachs Asset Management, L.P. (GSAM) added three executives to its defined contribution team to expand the business and strengthen client offerings.