Tag: Hiring firing

Eaton Vance Corp. has announced the appointment of Scott P. Ruddick as Head of Institutional.

Bank of America (BofA) was sued Thursday in Manhattan federal court by four female advisers and trainees; former employees of Merrill Lynch.  

Michael Manning and Jeffrey Wallace have been named Regional Sales Directors for the DailyAccess Corporation.

Sentinel Benefits & Financial Group (SBFG) has named Vanessa Watkins as Vice President. 

ING has named Dan Hanlon president of its Investor Channel within its Individual Retirement business.

Wilmington Tryst has hired Carol Baldwin Moody as senior vice president and chief risk officer to head a newly centralized Enterprise Risk Management Division.

Northern Trust announced that Luke Howe has joined the Client Solutions Group at its asset management arm, Northern Trust Global Investments (NTGI). 

Chatham Partners announced that Luis Fleites has joined the firm as Vice President and Director of Multi-Client Research. 

UBS AG’s U.S. wealth management arm is hosting its first broker training class in two years, another sign that firms are seeking new ways to expand their recruiting...

Ellyn McColgan, the former head of wealth management at Morgan Stanley, has joined the board of financial services firm Primerica Inc., according to a recent announcement.  

Nationwide Financial Services, Inc. announced that Kevin McGarry will serve as director, retirement income strategies, for the company. 

Chris Blackwood has been tapped as Senior Managing Consultant at the new Denver office of PFM Asset Management LLC (PFMAM) .

Michael Driscoll has joined the MHK Group, a National Retirement Partners member firm, at its Milwaukee, Wisconsin office.  

The Hartford Financial Services Group has tapped Scott Sanderson as vice president, government market and client management in the Retirement Plans Group. 

CPI Qualified Plan Consultants, Inc. announced that David Jurczak has accepted the position of retirement plan consultant for Denver, Colorado. 

Natixis Global Associates (NGA) has announced the appointment of Matt Coldren, executive vice president, to head its retirement strategy group.