NFP Hires Adviser Calvelli to Retirement Group
Deana Calvelli will report to Joel Shapiro, head of retirement at Aon’s NFP.
Tag: people moves
Wealth Manager Carnegie Bolsters Qualified Retirement Plan Team
Plan adviser Wendy Eldridge joins from Marcum Wealth to connect wealth and retirement plan practices.
MissionSquare Retirement Appoints New CEO and President
Andre Robinson will succeed Deanna Santana, who served as acting CEO and president since 2023.
Raymond James Steps Into ETFs, Adds Mo Sparks as Head of Division
An ETF product platform is expected to launch in 2025.
Thornburg Investment Management Announces 2 Leadership Additions
The firm named Billy Rogers as chief operating officer and Jodan Ledford as head of Institutional.
Retirement Law Group Rebrands as Fiduciary Law Center
Jason Roberts’ ERISA legal practice aims to represent the broader footprint of its services while also bringing on Matthew Eickman...
TPA-Advocate Group NIPA Names Next Officers
The institute taps five 2024-2025 board officers.
BNY Taps Minaya as Global Wealth Head
The former leader of TIAA’s Nuveen asset management division will start in the role on September 3.
OneDigital Promotes Bailey to Grow Northeast
Emily Bailey will oversee the New York to Maine region with an eye to build on the team’s roughly 400-person footprint.
Taking a ‘Startup’ Job at a Legacy Insurer
Ben Thomason discusses why working in the in-plan guaranteed income space is akin to roles he’s held at startups.
Nuveen CEO Minaya Steps Down, President Huffman Takes Role
William Huffman will take the CEO role for TIAA’s investment management division.
Ascensus Restructures Sales Team
The tax-advantaged savings provider continues retirement division restructurings.
Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales
Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the...
Institutional Retirement Income Council Names New Executive Director
Kevin Crain, the former the head of retirement research at Bank of America, succeeds Michelle Richter-Gordon in the lead role...
Charles Schwab Names New Advisory Services Head
Veteran Bernie Clark is moving into an advisory role as Jon Beatty is promoted to lead RIA custody services.
Retirement Industry People Moves – 5/10/24
Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; OneDigital adds Flach as senior consultant; and more.
Transamerica Appoints Jamie Ohl to Lead Retirement and Insurance Solutions
Separately, World Insurance Associates names Ken Bond chief corporate development officer leading M&A across units including Pensionmark’s retirement and wealth...
Ascensus Taps 3 Regional Sales Heads
The retirement and tax-advantaged services provider follows recent restructuring with new retirement sales leads.
Advisor360 Names Mike Fanning CEO
Fanning will succeed Richard Napolitano effective May 1.
Eric Henderson Retiring as Head of Nationwide’s Annuity Business
He plans to depart at the end of 2024 after nearly 40 years with the firm.