Deals and People

Shari Hensrud will lead investment strategies at MissionSquare; Partners Group hires chief investment strategist for private wealth and retirement; IRIC appoints Greg Ungerman to its board of directors;...

Simpson Thacher adds a partner to its executive compensation team; Russell Investments announces new investment division appointments; and IRI announces executive committee changes.

TIAA expands its retirement product team; Mutual of America names a CFO; FINRA appoints a new public governor; and more.

Franklin Templeton appoints head of custom client solutions; TIAA promotes Hester to chief legal officer; Aon names a chief strategy officer; and more.

The new executives will replace President and Chief Administrative Officer Kevin Thompson, who is retiring.

MissionSquare Retirement appoints Tom McAndrews chief legal officer; Paul Mahon to retire from Great-West Lifeco; Lincoln Financial names two external wholesalers; and more.

BNY Investments names Germano as COO;  Alston announces departure from Employees’ Retirement Fund of the City of Dallas; David Gillman joins Absolute Capital as regional vice president; and...

Todd Lacey will lead the financial wellness platform’s development amid the growing demand for personalized coaching solutions.

Groom Law Group expands its retirement and fiduciary practice; Hub International makes two appointments; Nationwide Retirement Solutions names a mid-market acquisition director; and more.

The U.S. insurance business will remain under the John Hancock name.

WTW makes Health, Wealth & Career appointments; Allspring Global Investments to get new CEO;  Oliver Nisenson to join PGIM Fixed Income as head of Asset-Based Finance; and more.

LPL said it signed the deal March 28, and anticipates closing in the second half of 2025. 

MissionSquare Retirement hires a new vice president and head of firm strategy; IRI elects a new board chair; Janus Henderson hires a head of North America Institutional; and...

Aon announces presidential transition; Morgan Stanley hires new head of OCIO;  former US deputy national security adviser rejoins PGIM Fixed Income; and more.

Ice Miller grows its governmental benefits team; Kristin McCarthy named head of product at PCS Retirement;  Mark Proctor joins Latham & Watkins LLP in New York; and more.

Voya revises workplace solutions leadership; Endeavor Retirement adds Christine Masoni; Lazard names Peter Harrison to the board and more.

Principal appoints head of retirement solutions; benefits attorney joins Wagner Law Group; Variant Investments appoints head of institutional sales; and more.

Pennsylvania PSERS announces the retirement of Executive Director Sanchez; Wilmington Trust names DiLuigi head of US Markets; Lopes joins Nationwide retirement solutions.

Agilis Partners will be known as Gallagher.

The Standard names a regional vice president in retirement plans; Nationwide Retirement Solutions welcomes a consultant relations manager; ICI names a chief of staff; and more.