Deals and People

After acquiring the Wilmington Trust CIT division from M&T Bank, new owners Madison Dearborn Partners opt for rebrand. 

A former RIA founder, Curley will manage global financial services strategy.

The retirement consultancy brings on actuarial expertise with acquisition of Hooker & Holcombe.

Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.

Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.

The employer advocacy and policy group has selected Microsoft VP Fred Thiele to replace Tracy Watts as the policy board’s chair.

Rugel joins MassMutual as head of operations; BNP Paribas promotes José Placido to CEO and Jean-Yves Fillion to vice chairman; and more.

The two companies will operate under the FinFit brand to provide wellness benefits to a wider range of employers. 

Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner; and more.

EBRI announced its new CEO and president, Barb Marder, and emphasized the importance of data usability.

UBS Asset Management Appoints Shamaila Khan as Head of Fixed Income for Emerging Markets and Asia Pacific UBS Asset Management announced that Shamaila Khan will join the firm as...

The new CEO arrives from American Century Investments to replace Sue Reibel, who retired at the end of 2022.

The global asset management business of Prudential Financial hired an industry veteran to grow its institutional relationship group.

The financial planning company is fulfilling its succession plan with the internal hire.

Franklin Templeton appoints Dean R. Sackett III to managing director of government affairs; Hall Benefits Law adds Alex Bruckner; National Association of Investment Companies announces Felina Martin as...

Wealthspire Advisors names integration head; Lenox Advisors announces partner, managing partner promotions; Ziegler and Quagliarello join Franklin Templeton as client advisers.

Wagner Law names new Chicago-based ERISA attorney; Franklin Templeton appoints senior alternatives strategist; WTW names director of retirement; and more.

Owais Rana was promoted to head of investment solutions for Principal Asset Management, which is merging previously separate businesses.   

SS&C Technologies is plotting bolstered technology for retirement plans and asset managers to provide greater technology and financial wellness capability.  

Virtus Appoints Head of DCIO; Bipartisan Policy Center hires new fellow; and more.