A Boston Financial news release said Metcalfe will be responsible for the growth, strategic direction, and product and service structuring of the Retirement Services Division.
“The institutional retirement marketplace is an integral part of our core growth strategy,” said Terry Metzger, executive vice president and COO of Boston Financial, in the news release.
Metcalfe joins Boston Financial from Wealth Management Systems, Inc. (WMSI) where he served as CEO (See Metcalfe Resigns as WMSI CEO ). Prior to joining WMSI, Metcalfe held various executive level positions at Mellon HR Solutions, Fidelity Investments, Kwasha Lipton, Prudential Securities, and The Bank of New York.
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