Deals and People

The recordkeeper is navigating the loss of its’ client-facing distribution division’s leader.

Salas O’Brien names director of benefits; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.

Samantha DeZur was promoted to head of U.S. public policy as part of the changes.

CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives; and more.

The move comes under the leadership of new president Joel Shapiro, who was appointed last month.  

TIAA promoted internally to a new position, reporting to the head of consultant relations, according to a June 13 memo.   

Mercer names Somers as investment director; new chief commercial officer at Alight Inc.; Voya selects leader for Midwest wealth solutions sales; and more.  

The CEO will stay at Great-West Lifeco with part of his focus on the firm's ongoing relationship with Franklin Templeton following the deal.

NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP; and more.

Shah, who until January was running Empower’s consumer wealth management division, will head EFE as current CEO Larry Raffone takes the role of chairman.

Great-West, parent of Empower, will shed its asset management division but gain a 6.2% stake in Franklin.

Smart’s global assets under management soar to more than $10 billion following its recent $95 million Series E funding round. 

Cambridge Associates names Davidson as president, head of investing; retirement consultant Mischell Joins Agilis as managing director; ACA Group appoints Olson as CEO; and more.

Samantha Davidson will arrive from Mercer to take the reins in July, as Noel O’Neill moves into a new investment implementation position.

Goldman Sachs Asset Management continues to add resources to outsourcing business with appointments to leadership roles.

Institutional Retirement Income Council names new board members; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice president; and more.

Career actuarial consultant Ryan Falls has extensive experience working on major U.S. public employee retirement systems.

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 will bring its digital recordkeeping platform to JP Morgan's 401(k) product for small businesses. 

New EVP Melissa Kivett arrives from Prudential to help TIAA increase focus on the corporate retirement market.