Tag: Promotions

Also, Lincoln appoints Brian Kroll to head of retail life and annuity solutions.

Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO;...

NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as...

Thornburg names Zinkula new CEO as Brady exits; Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; and...

Toland leaves TIAA to start annuity consultancy; Jamie Hopkins moves to Bryn Mawr Trust as director of private wealth management;...

The Standard names new national retirement sales directors; Wescott joins NFP as a VP; Index Fund Advisors hires Higgins as...

Early assumes role of chief strategy officer at Vestwell; Principal selects Dessouki as chief marketing officer; Puerto joins J.P. Morgan...

Shelly Nolfi and Holly Monday will join in the newly created positions of assistant vice president for client management and...

Segal appoints Tauzer to senior VP; Cerulli promotes O’Brien to director; Newton announces Brain as deputy CIO; and more. 

CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives;...

NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.

Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president...

NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP. 

Orion client portal connects with Redtail CRM; Thrivent adds new Multi-Year Guarantee Annuity; VIU by Hub launches mobile app and...

Cambridge Associates names Davidson president, head of investing; retirement consultant Mischell joins Agilis as managing director; ACA Group appoints Olson...

Thornburg Investment Management CEO to leave later this year; Franklin Templeton expands alts team; Lockton announces new global leadership structure;...

Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.

Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.

Rugel appointed head of operations at MassMutual; Deepwater hires Michael Olson to build the firm’s next fund; and more.

Ascensus appoints Kennedy as VP; Pentegra announces Finnegan as SVP, General Counsel; and more.