Tag: Hiring firing

ACR-Alpine Capital Research has hired industry veteran Darryl S. Grayson as chief operating officer and national marketing director.

Cafaro Greenleaf, an advisory firm to corporate and institutional retirement plans, has added adviser John Peters to its team.

Independent broker/dealer LPL Financial Corporation has promoted Derek Bruton, national sales manager, Independent Advisor Services (IAS), to managing director of the company.

Great-West Retirement Services has appointed Jeff Baumgartner as regional sales director for its 401(k) business.

Janus Capital Group brought on Matthew Shortal to work with existing clients and identify new business opportunities in the financial intermediary sales channel.

Great-West Retirement Services has appointed Todd Thompson as regional sales director, to serve Wisconsin and surrounding markets.

Wells Fargo and Bank of America (BofA)’s Merrill Lynch plan to add more brokers to catch up to Morgan Stanley Smith Barney.

Morgan Stanley has announced the appointment of two industry veterans to expand the leadership team within its Investment Management business

Bank of America Merrill Lynch’s wealth management unit poached Morgan Stanley Smith Barney executive Jimmy Tighe to serve as a senior office responsible for business and resource integration,...

Integrated Retirement Initiatives, LLC, (IRI) has announced the addition of John Paul Ruiz and Gordy Lusian to its staff.

Guggenheim Partners, LLC, has worked out a deal to acquire Topeka, Kansas-based retirement services provider Security Benefit Corporation.

Nationwide Financial Services, Inc., has turned to Cain Hayes as senior vice president and chief sales officer for Nationwide Retirement Solutions (NRS), the company announced.

Bruce Shay, a Securian Financial Group senior vice president in charge of the company’s retirement business, has been promoted to executive vice president by the firm’s board of...

Robert L. Carroll has been promoted to divisional vice president, Eastern Division, of John Hancock Retirement Plan Services (RPS).

The Retirement Services division of American United Life Insurance Company (AUL), a OneAmerica company, announced Peter Welsh has been named to the newly created position of vice president...

The Newport Group, a provider of retirement and executive benefit plans and investment consulting services, has appointed Joseph Cosentino as a regional director.

Lissa Thomson has been promoted to senior vice president, chief consultant for Lockton Benefits Group's Southern California operations.

John Thain, the former chairman and CEO of Merrill Lynch, is now the chairman and CEO of CIT Group Inc., which provides finance to small businesses and middle-market...

Portfolio Evaluations, Inc. (PEI) recently hired Fred Stewart as a senior consultant based in the firm’s Atlanta office.

UBS Wealth Management Americas is reportedly reorganizing the existing three divisions of its U.S. retail brokerage into two divisions.