Marsh & McLennan
Agency Expands Leadership
Marsh & McLennan
Agency (MMA), the middle market agency subsidiary of Marsh, has appointed Bill Jeatran as president and Christina Mott
as chief operating officer. In these
roles, both will report to David Eslick, chairman and CEO.
As president of MMA, Jeatran will focus on developing and
advancing MMA’s strategic direction through acquisitions, client engagement and
talent development. He will continue to be based in Minneapolis, Minnesota.
Jeatran succeeds Ben Allen who has left the firm. Formerly CEO of its upper
Midwest region, Jeatran founded RJF Agencies in 1986 and served as CEO until
its acquisition by MMA in 2011.
As COO, Mott will be responsible for operational best
practices, innovation, technology/digitization initiatives, and product
development. She will work closely with regional MMA leaders and teams across
Marsh & McLennan Companies. Based in New York, Mott previously served
as innovation leader, Marsh Global Risk & Specialties. Her prior roles include corporate global head of innovation and director of
Solution Development for Oliver Wyman.
NEXT: Zenith American
Solutions Acquires Insurance Programmers
Zenith American
Solutions Acquires Insurance Programmers
Zenith American
Solutions announced today that it has acquired Connecticut-based Insurance Programmers (IPI).
The firm provides health, welfare and retirement
administration services to union trust organizations located across the East
Coast. The acquisition of IPI expands Zenith's presence in the greater New
England region and extends its client base, which includes Taft-Hartley trust
funds, trade associations, government entities and corporate employers across
the United States.
"IPI and Zenith share a long and impressive history of
serving clients in this industry for more than 100 years combined,” says Art Schultz, chief executive officer. “Our
companies also share a deep commitment to providing our customers with unmatched
expertise and support."
Lawrence Bourland,
chief executive officer and president, will continue to lead IPI and report to
Schultz. The acquisition is effective immediately. Financial terms
are not being disclosed.
This move marks the third acquisition that Zenith has completed
in the past 18 months.
NEXT: Hirtle
Callaghan Hires Head of Client Engagement
Hirtle Callaghan
Hires Head of Client Engagement
Erica Evans has
joined Hirtle Callaghan as head of client engagement. She will work
closely with Hirtle Callaghan’s investment officers to advance a client-centric
model.
Evans brings more than 25 years of experience in the
financial services industry. She’s served as head of sales strategy and institutional partnerships at Hartford Funds, head of institutional business at
ING Investment Management and head of client investment management services at
GE Asset Management.
In previous roles Evans has successfully worked with clients, grown assets, recruited and managed
sales forces, and built strategic planning processes, according to the firm.
NEXT:FIS
Partners with CUNA Mutual
FIS Partners with CUNA Mutual
FIS announced a new contract to
provide recordkeeping, data processing and operational processing for plans
working with CUNA Mutual Retirement Solutions.
As part
of the multi-year agreement, CUNA Mutual will have access to the FIS OMNI platform, which will be
leveraged as part of a new initiative called PlanOnTarget.
The
program will provide CUNA Mutual’s adviser partners, plan sponsors, third-party
administrators and participants with enhanced recordkeeping, reporting, and data
management capabilities. A redesigned website and mobile application is also part of
the effort.
Paul Chong, senior vice president, CUNA
Mutual Retirement Solutions, says this initiative will allow the firm to focus on its strengths, invest in resources to create a customer experience that
differentiates it in the market, and reinforce its long-term commitment to the
retirement business.
NEXT: Nationwide Names Chief of Investment Research
Nationwide Names
Chief of Investment Research
Mark Hackett has
been named chief of Investment research
at Nationwide.
In his new role, Hackett will lead Nationwide Funds' capital
markets analysis and mutual funds thought leadership initiative. He will be
tasked with developing content to educate financial advisers and their clients
on financial markets and the implications for investors. He is also responsible
for conducting asset class research, making market commentary, and writing white
papers. In addition, he will support several teams within Nationwide's mutual
funds division.
Hackett has more than 17 years of experience in the asset
management industry including roles in research for both Nuveen and Vanguard Group.
He also served as a portfolio manager for Nuveen.
He earned a bachelor’s degree in business
administration with concentrations in finance and economics at the University
of Richmond. He holds chartered financial analyst (CFA) and chartered market technician (CMT) designations and is a member of the CFA Institute.
NEXT: American Century Brings on New
Portfolio Manager
American Century Brings on New
Portfolio Manager
Tsuyoshi (“Yoshi”) Ozaki has joined American Century Investments as a portfolio manager within its Disciplined
Equity Group. He co-manages the U.S. Disciplined Large Cap Growth, U.S.
Disciplined Large Cap Long/Short, and the U.S. Utilities strategies.
Ozaki brings
more than 18 years of experience to his new role. He has served as executive
director of MSCI, senior quantitative researcher with Quantal International,
and portfolio manager on the Japan Equity Market Neutral strategy for Algert
Coldiron Investors.
He joined
American Century from Axioma, where he served as director and senior member of
the global equity analytics team. He will report to Vice President and Portfolio Manager Yulin Long.
Ozaki
holds a bachelor’s degree in biophysics from Columbia University and a doctorate
in neuroscience from Rockefeller University.