Deals and People

November 10, 2010 (PLANSPONSOR.com) - Morningstar, Inc. announced that Peng Chen, president of Morningstar's Ibbotson Associates unit, has been named president of Morningstar's global Investment Management division.

November 9, 2010 (PLANSPONSOR.com) - Goldman Sachs Asset Management, L.P. (GSAM) has added three executives to its defined contribution team to expand the business and strengthen client offerings.

November 8, 2010 (PLANSPONSOR.com) - James McCrary has joined SageView Advisory Group as a Retirement Plan Consultant in the West Team.

November 5, 2010 (PLANSPONSOR.com) – EPIC Advisors, a Rochester, New York-based defined contribution recordkeeper, announced that Robert F. Judd is moving to a new position and out of...

November 4, 2010 (PLANSPONSOR.com) - DST Retirement Solutions has brought on Gary Lineberry as vice president.

November 4, 2010 (PLANSPONSOR.com) –Brian Swanson has joined the Institutional Trust & Custody division of Union Bank, N.A. as a senior client relationship manager and product executive.

November 4, 2010 (PLANSPONSOR.com) - Janus Capital Group Inc. has appointed Edward DeMarino as vice president and director of Financial Institutions.

 

November 3, 2010 (PLANSPONSOR.com) – Carlo Cordasco has been selected as income planning specialist covering the Northeast region for Nationwide Financial Services, the company announced. 
 

November 2, 2010 (PLANSPONSOR.com) - LCG Associates, Inc., an institutional investment consulting firm headquartered in Atlanta, has promoted Britt L. Bentley, to Vice President.

November 1, 2010 (PLANSPONSOR.com) – Craig Castner has recently joined ING U.S. Retirement Services as the new wirehouse RVP covering New York City.

November 1, 2010 (PLANSPONSOR.com) - Transamerica Retirement Services has announced the hiring of Daniel Long as division vice president in the company’s central region.

November 1, 2010 (PLANSPONSOR.com) - Gannett Welsh & Kotler, LLC (GW&K), a manager of active fixed income and equity investment strategies, has announced the hiring of John Brescia...

November 1, 2010 (PLANSPONSOR.com) - Paychex, Inc. has announced Neil Rohrer has been named vice president of sales for Core payroll in the Eastern United States.

October 29, 2010 (PLANSPONSOR.com) – Investment industry veteran Art Nunes and his Dynamic Investing Group have joined Northwest Asset Management.

October 28, 2010 (PLANSPONSOR.com) - Lincoln Financial Group announced that Donna MacFarland has joined the company as Marketing Director for the Defined Contribution business.

October 25, 2010 (PLANSPONSOR.com) - Nuveen Investments recently added Oscar Isoba as Senior Vice President and Head of Latin American Business Development.

October 25, 2010 (PLANSPONSOR.com) - Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group announced that Greg Libby has joined the firm as regional sales director...

October 21, 2010 (PLANSPONSOR.com) – Advantus Capital Management, an institutional fixed income and real-estate securities asset manager, has created the Client Strategies Group in its insurance asset management...

October 21, 2010 (PLANSPONSOR.com) - The national law firm of Quarles & Brady announced that Angela Marie Hubbell has joined the firm's Chicago office as a partner in...

October 20, 2010 (PLANSPONSOR.com) – Sheridan Road Financial, a provider of corporate advisory, corporate retirement, and wealth management services, has hired two investment consultants, Steven Kellar and Thomas Daney.