Fidelity Names VP of Managed Accounts
September 18, 2013 (PLANSPONSOR.com) – Fidelity Investments has named Damon Dunkel as vice president of Managed Accounts, effective August 2013.
Deals and People
Standish Adds Liability Driven Investing Staff
September 17, 2013 (PLANSPONSOR.com) – Standish Mellon Asset Management Company LLC, the fixed income specialist for BNY Mellon, has named Nate Earle as liability driven investing (LDI) product...
CAPTRUST Expands Its Greenwich Team
September 11, 2013 (PLANSPONSOR.com) – Bruce Graham joins the firm as vice president and financial adviser in the firm’s newest office in Greenwich, Connecticut.
Wells Fargo Announces New Lead to Relationship Management Team
September 11, 2013 (PLANSPONSOR.com) – Melissa Hooker has joined Wells Fargo Institutional Retirement and Trust to lead its Relationship Management team.
Mercer Names Global Head of Investment Research
September 9, 2013 (PLANSPONSOR.com) – Mercer has appointed Deb Clarke as global head of Investment Research.
Pinnacle Names Head of New Phoenix Office
September 6, 2013 (PLANSPONSOR.com) – Pinnacle Plan Design LLC, a retirement plan design and administration services provider based in Tucson, Arizona, has hired Lynn M. Young to head...
Russell Bulks Up Outsourcing Team
September 4, 2013 (PLANSPONSOR.com) - Peter Corippo, a former pension chief investment officer, has joined Russell Investments as a senior strategist.
Mercer Appoints Sales Leader for Health & Benefits
September 4, 2013 (PLANSPONSOR.com) - Chris Covill has been appointed North America sales leader for Mercer’s Health & Benefits (H&B) business, effective September 1.
SEI Names Managing Director of DC Business
September 4, 2013 (PLANSPONSOR.com) – SEI named Scott Brooks managing director of the Defined Contribution (DC) Business for SEI’s Institutional Group.
FTI Consulting Names Unit Leader
August 28, 2013 (PLANSPONSOR.com) - Stephen H. Rosen has joined FTI Consulting Inc. as leader of the pension consulting services practice.
Bond Beebe Names Benefits and Labor Principal
August 22, 2013 (PLANSPONSOR.com) – Bond Beebe, a Maryland-based certified public accounting and advisory firm, announced that Mark Buckberg has joined the firm as a principal in its...
ProCourse Expands Into Chicago
August 22, 2013 (PLANSPONSOR.com) – ProCourse Fiduciary Advisors LLC, a retirement plan advisory firm in Indiana, widened its reach with the opening of its Chicago office.
Deutsche Names Head of Emerging Market Equities
August 19, 2013 (PLANSPONSOR.com) – Sean Taylor has joined Deutsche Asset and Wealth Management (DeAWM) as head of Emerging Market Equities.
SEI Appoints Director of Healthcare Advisory Services
August 15, 2013 (PLANSPONSOR.com) – SEI has appointed Craig Standen as director of Healthcare Advisory Services for its Institutional Group.
Mercer Adds Health and Benefits Consultant
August 8, 2013 (PLANSPONSOR.com) – Kerry Schnier has joined Mercer’s Health and Benefits business as principal in its Milwaukee office.
Strategic Retirement Group Expands Team
August 7, 2013 (PLANSPONSOR.com) – Peter Margiotta has joined Strategic Retirement Group as Managing Director of Retirement Plan Services.
Russell Appoints Global CIO
August 6, 2013 (PLANSPONSOR.com) – Global asset manager Russell Investments appointed Jeff Hussey as global chief investment officer (CIO).
Investec Adds to Institutional Client Group
August 5, 2013 (PLANSPONSOR.com) – Investec Asset Management appointed Eric Maskalunas as director for its North American institutional business covering the Midwest.
Pensionmark Adds Education Consultant
August 1, 2013 (PLANSPONSOR.com) – Andrew Fritts will join the Pensionmark Retirement Group as its education consultant.
UBS Adds Senior Institutional Consultant
August 1, 2013 (PLANSPONSOR.com) – Elaina S. Spilove has joined UBS Financial Services in Princeton, New Jersey.