Retirement Industry People Moves

The Standard Promotes Employee Benefits Leaders

The Standard Insurance Co. promoted Tracy Linney and Jason Kurz to leadership roles within its employee benefits business.

Linney, as assistant vice president of national accounts client management, oversees continued development of the organization. She has been with The Standard for 20 years, primarily in client management leadership. Linney earned a bachelor of science degree from California State University, Sacramento.

Kurz, as assistant vice president of national accounts sales, will lead sales efforts and work with brokers and clients. He joined The Standard in 2005 and most recently served as regional vice president for the Western region. Kurz earned a bachelor of science degree from Penn State University.

Nancy DeRusso to Head Guardian’s Client Solutions

Guardian Life Insurance Co. of America named Nancy DeRusso as head of client solutions. DeRusso will focus on the adviser and client experience and support integrated guidance on wealth, insurance and long‑term outcomes.

DeRusso last worked at Goldman Sachs Ayco, where she held senior leadership roles for more than two decades and was named managing director in 2021. Her career includes jobs in holistic financial planning, digital advice, adviser development, enterprise relationship management and advising ultra‑high‑net‑worth families.

DeRusso earned a master of science degree in personal financial planning from the College for Financial Planning, along with a J.D. from Albany Law School and a bachelor of arts degree from the University at Albany.

InspereX Names George Barbar as Chief Commercial Officer

Brokerage firm InspereX LLC appointed George Barbar as chief commercial officer. He will join the firm in mid-July, be based in Delray Beach, Florida, and report to CEO Scott Mitchell.

Barbar joins InspereX from Mesirow, where he most recently worked as a senior managing director and head of regional development and strategy. Prior to that, he held positions at BNY Pershing and LaSalle Bank.

Barbar earned a bachelor of arts degree from Wheaton College and an MBA from Florida Atlantic University.

SEI Names Nathan Shetty as CIO

Nathan Shetty was named CIO of SEI Investments Co., effective June 1. He will be responsible for leading the asset manager, outsourced CIO and technology service provider’s investment platform across research, portfolio management and operations, according to the announcement.

Shetty joins SEI from Nuveen Asset Management, where he served eight years as managing director and head of multi-asset investing. Before that, he was global co-head of portfolio management for investment solutions at UBS Global Asset Management.

He earned a bachelor of science degree in finance from Duquesne University, a master of science degree in communication from Northwestern University, a master of science degree in statistics from Texas A&M University and an MBA in analytical finance and econometrics from the Booth School of Business at the University of Chicago.