Deals and People

The combined company would be valued at $22 billion as of March 25.

Group Management Services appoints chief revenue officer; former Citi executive joins Reinsurance Group of America’s board of directors; and CFP Board appoints chief of staff.

Michael Davis, who has led the strategist team since its founding in 2024, will retire on May 1.

Sam Waldon has returned to the role of acting director as the agency said it will announce a permanent replacement in the coming weeks. 

San Bernardino County Employees’ Retirement Association appoints new deputy CIO; Northern Trust Wealth Management adds head of global sales.

Scripta hires 2 to lead sales; Nationwide promotes Ed Malone to associate VP; and Jason Levy promoted to head retirement policy at Great Gray.

Kevin Murphy joins Broadridge as retirement solutions VP; Star Mountain Capital hires former Alaska Permanent Fund CEO; Dorsey & Whitney hires new health care litigation attorney; and more.

Charette promoted to deputy CIO role at Michigan MERS; Securian Financial promotes Peterson to SVP; and Northern Trust names Americas head of asset servicing.

Vanguard announces 2 to join board of directors and Mercer names head of investment platform operations.

LACERA gains a CEO; Defined Contribution Real Estate Council appoints a co-president; and Prosperity Life Group names a president of retail life and annuity.

Yusuf Abugideiri joins foundation for financial planning board of trustees and Lisa Gomez among 35 appointed to Rutgers fellowship for ESOP study.

She most recently served as the executive director of DCIIA's Retirement Research Center.

The new leader is charged with growing Ubiquity Retirement + Savings’ small business retirement platform, with a focus on partnerships.

Head of T. Rowe Price Investment Management set to retire; OneDigital names 3 new leaders; MissionSquare hires 2 for managed accounts team; and more.

The program serves more than 228,000 account owners and families nationwide.

He has spent more than 26 years with the organization in a variety of leadership roles.

Ascensus names new ABLE Head; Marsh McLennan hires Bill Thompson for new leadership role; Shepherd Financial expands into Florida with veteran adviser hire; and more.

AllianceBernstein names a new president; MissionSquare hires fixed-income head; and more.

O’Connor succeeds Bill Ryan, who on January 5 became the Carlyle Group’s managing director and head of retirement solutions.

The chosen individual will ‘research, analyze and evaluate investment opportunities’ in asset classes that include private equity and private credit.