Cambridge Associates Names New President, Head of Investing
Samantha Davidson will arrive from Mercer to take the reins in July, as Noel O’Neill moves into a new investment implementation position.
Deals and People
GSAM Adds to Multi-Asset Solutions’ Resources
Goldman Sachs Asset Management continues to add resources to outsourcing business with appointments to leadership roles.
Retirement Industry People Moves
Institutional Retirement Income Council names new board members; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice president; and more.
Milliman Hires Falls to Expand Public Pension Consulting Business
Career actuarial consultant Ryan Falls has extensive experience working on major U.S. public employee retirement systems.
Retirement Industry People Moves
Voya expands workplace solutions team with Ritter, Bandani; new RIA Modern Wealth brings on two Goldman VPs; Drennan moves from parent Hightower to Fairpoint Wealth; and more.
Vestwell, JP Morgan Announce Partnership
Vestwell will bring its digital recordkeeping platform to JP Morgan's 401(k) product for small businesses.
TIAA Goes Outside the Firm to Fill New Role
New EVP Melissa Kivett arrives from Prudential to help TIAA increase focus on the corporate retirement market.
October Three Consulting Is Growing by Acquisition
Purchase of Retirement Learning Center expected to add educational resources and guidance for plan advisers.
Retirement Industry People Moves
Millennium Trust announces new chief financial officer; Transamerica names customer experience and marketing lead; and more.
GSAM Promotes Tavares to Head of Multi-Asset Solutions Advisory
Goldman Sachs Asset Management plans to focus resources on the multi-asset solutions business.
Former Wilmington Trust CIT Division Rebranded as Great Gray Trust
After acquiring the Wilmington Trust CIT division from M&T Bank, new owners Madison Dearborn Partners opt for rebrand.
Pensionmark Hires Curley to Oversee Compliance
A former RIA founder, Curley will manage global financial services strategy.
Benefits |
USI Consulting Brings on DB Pension Exit Experts
The retirement consultancy brings on actuarial expertise with acquisition of Hooker & Holcombe.
Retirement Industry People Moves
Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.
Retirement Industry People Moves
Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.
Thiele to Chair American Benefits Council’s Policy Board of Directors
The employer advocacy and policy group has selected Microsoft VP Fred Thiele to replace Tracy Watts as the policy board’s chair.
Retirement Industry People Moves
Rugel joins MassMutual as head of operations; BNP Paribas promotes José Placido to CEO and Jean-Yves Fillion to vice chairman; and more.
Financial Wellness Platforms FinFit, Salary Finance Announce Merger
The two companies will operate under the FinFit brand to provide wellness benefits to a wider range of employers.
Retirement Industry People Moves
Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner; and more.
Mercer’s Barb Marder Will Replace Lori Lucas as EBRI CEO
EBRI announced its new CEO and president, Barb Marder, and emphasized the importance of data usability.