Bozek is responsible for Prudential Retirement’s proprietary and sub-advised fixed income, equity, balanced and asset allocation funds. She will also lead Prudential’s Due Diligence Advisor (DDA) process – the business unit’s quantitative and qualitative approach to selecting, monitoring and, if necessary, replacing sub-advised investment managers.
Bozek and her team are also responsible for Prudential’s proprietary retirement investment offerings, including Prudential’s EasyPath, RetirementGoal, Alliance, Discovery, Medley and client accommodation separate funds. Bozek will support the distribution of these products through Prudential’s Total Retirement Solutions line of business to its full-service sponsors, their advisers and participants, and will explore expanding distribution to third-party channels through strategic relationships.
Bozek will report to Jamie Kalamarides, senior vice president of institutional investment solutions.
Bozek previously served as vice president of defined benefit product, service and operations at Prudential Retirement. Prior to joining Prudential, she served as the chief investment officer for The Merrill Lynch Retirement Group with responsibility for defined benefit and defined contribution plan investments. She was also the chief risk officer and head of investment product for Merrill Lynch Trust Company.
« Brief Touts Retirement Income Lessons from DBs