Geoffrey Johnson has been named managing director, defined contribution investment only (DCIO), for the Northwestern United States. John Lacey has been named as managing director, DCIO, for the Southwest. Michael Reynolds has been named managing director covering registered investment advisers in the Southeast.
Johnson and Lacey will be reporting to Gene Huxhold, senior managing director, DCIO, while Reynolds will report to Todd J. Cassler, president of institutional distribution.
“Over their careers Geoff, John and Mike have shown they are smart, technical and driven. These attributes, paired with our manager of manager investment model, create a very powerful combination as we build on our significant growth in the institutional channel,” said Cassler.
Johnson was most recently with Merrill Lynch’s Institutional Consulting Group as first vice president of investments – wealth management adviser. Prior to that, he held several roles with Russell Institutional Services including regional director of the institutional referral program. Johnson served in the United States Marine Corp from 1994 to 2002. He holds a Bachelor of Arts in business administration from Pacific Lutheran University.
Lacey was formerly director of investment specialist group DCI, with MFS Investment Management, working directly with platform wholesalers in the western United States. Previously, he was a vice president and regional pension consultant with Nationwide Financial, and a vice president and regional retirement coordinator, with Morgan Stanley. He earned a Bachelor’s in communications from California State University.
Reynolds was most recently regional vice president, central states region, for RidgeWorth Investments of Houston, managing relationships with RIA, Wirehouse and independent firms. Prior to that, he worked for Pioneer Investments, Legg Mason (formerly Citigroup Asset Management) and American Express Financial Advisors. He attended the College for Financial Planning, and holds a Bachelor’s in business administration from Villanova University.
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