Retirement Industry People Moves

Manulife John Hancock Retirement Promotes VPs

Bridgette Rutter

Manulife John Hancock Retirement promoted Bridgette Rutter to divisional vice president of Midwest sales, filling the spot vacated by Stephen Davis when he became divisional vice president of Northeast sales following Ray Hemstreet’s retirement. Rutter will lead sales and relationship development efforts with financial representatives and plan consultants serving the firm’s core market segment.

Rutter brings more than 20 years of experience at Manulife John Hancock Retirement and will report to Gary Tankersley, head of core segment. She began her career with the firm as a sales associate and advanced through progressively senior roles, most recently serving as senior regional vice president in the greater Chicago area.

Tom Lyman

Tom Lyman, currently serving Manulife John Hancock Retirement in New York City, was promoted to fill Rutter’s regional vice president role.

Manulife John Hancock Retirement, the U.S. retirement business of Manulife Investment Management, serviced more than 56,000 retirement plans with more than 3.3 million participants and more than $266 billion in assets under management and advisement as of December 31, 2025.

Trump Names Nominee for Treasury Under Secretary for International Affairs

Erin Browne

Secretary of the Treasury Scott Bessent announced that President Donald Trump will nominate Erin Browne as under secretary for international affairs at the U.S. Department of the Treasury.

Browne is a managing director and portfolio manager at PIMCO. She manages multi-asset strategies, leads the glide path leadership team and is a permanent member of the Americas portfolio committee.

Prior to joining PIMCO in 2018, Browne was a managing director and head of asset allocation at UBS Asset Management. Previously, she was head of macro investments at UBS O’Connor. Browne has also held roles at Point72, Citigroup, Moore Capital Management, Neuberger Berman and Lehman Brothers.

She earned a bachelor’s degree in economics from Georgetown University.

National Institute of Retirement Security Names New Director of Research

The National Institute on Retirement Security named Barbara Butrica as director of research, a role she will assume on April 27. Butrica, who brings more than two decades of experience, will lead the NIRS research agenda.

Butrica most recently served as a senior fellow at the Urban Institute, where she designed and led research and evaluation projects on retirement income, Social Security and the economic well-being of older Americans. She is also an elected member of the National Academy of Social Insurance.

WTW Appoints New Senior Director of Defined Contribution Team

Willis Towers Watson Public Ltd. Co., commonly known as WTW, appointed Simon Davidge as a senior director of its defined contribution advisory team. His role, which began on April 13, will involve leading existing DC client teams and supporting the team’s growth agenda through external and internal channels. Davidge will report to Natasha Rogers, senior director in London.

Davidge returns to WTW after 10 years at Mercer, where he was a principal consultant, specializing in DC and financial wel-lbeing for more than four years. Prior to that, he held DC-focused consultancy roles at Isio, KPMG and WTW, where he previously worked from 2008 to 2016.

Mindset Names 2 Partners

Kendra Isaacson

Public policy consulting firm Mindset promoted Kendra Isaacson and Charlie Schreiber, both principals at the firm, to partners. Isaacson leads the firm’s retirement practice, while Schreiber works in financial services and housing policy.

Before joining Mindset in 2023, Isaacson worked on pensions, tax and economic issues for the Senate Committee on Health, Education, Labor and Pensions and its former chair, Senator Patty Murray, D-Washington.

Schreiber joined the firm in 2021 after serving as senior counsel to the House Committee on Financial Services under then-ranking member, Representative Patrick McHenry, R-North Carolina.

“I am beyond excited about being promoted to Partner at Mindset,” Isaacson wrote in a LinkedIn post. “Leaving the Senate and the best job/team on the Hill a couple years ago, I could not have imagined that I would get so lucky twice, but I did.”