Retirement Industry People Moves

Dianne Sandoval Named CIO of Maryland SRPS

Dianne Sandoval

The Maryland State Retirement and Pension System announced on Friday the appointment of Dianne Sandoval as CIO of its $76.4 billion plan, effective in January 2026. Sandoval will succeed Andrew Palmer, who retired in June after serving as CIO since 2015.

Sandoval is currently the head of solutions design at HESTA [Health Employees Superannuation Trust Australia], the $100 billion Australian superannuation fund for more than 1 million health and community service employees.

As CIO of Maryland SRPS, Sandoval will oversee the pension fund’s investments and will be responsible for leading the fund’s investment team and developing and implementing investment strategies, according to a statement from SRPS.

Cresset Names Albert Leshinsky Head of Corporate Development

Albert Leshinsky

Cresset Capital Management LLC named Albert Leshinsky managing director and head of corporate development.

Based in New York, Leshinsky will lead Cresset’s national strategy for recruiting and integrating advisory teams.

Leshinsky brings nearly two decades of experience in wealth management and corporate development.

Vanguard Promotes Fiona Greig to Principal, Global Head of Investor Research

Fiona Greig

Fiona Greig was promoted to principal and global head of investor research at Vanguard Group Inc.’s Investment Strategy Group, according to a LinkedIn post by Greig. She has an expanded remit to lead thought policy leadership.

According to a Vanguard spokesperson, there is no change to Greig’s prior responsibilities, nor does she replace other personnel.

Nationwide Picks JJ Pérez to Lead Strategic Customer Solutions Team

JJ Perez

Nationwide Financial announced that Juan José (JJ) Pérez will become the leader of its strategic customer solutions team, effective November 24. Nationwide’s pick of Pérez follows Tina Ambrozy’s announcement that she will step down as current leader of strategic customer solutions and retire at year-end.

Pérez most recently served as president of Nationwide Corporate Solutions, overseeing a portfolio of solutions including Nationwide Business Solutions Group, pension risk transfer, pet insurance and securities-backed lending. He first joined Nationwide in 2009 as a fellow in the general counsel rotation program. Since then, he has served in leadership roles in finance and strategy, retirement plan operations and in Nationwide’s corporate strategy office.

Addepar Appoints New Chief Revenue Officer, Chief Client Officer

Addepar Inc. announced the appointments of Peter O’Brien as chief revenue officer and Janeen France as the company’s first chief client officer.

Peter O’Brien

O’Brien, who will be based in Europe, will lead Addepar’s global revenue organization, encompassing marketing, sales, partnerships and market development. Since joining Addepar in 2014, O’Brien has built and led several of the firm’s business lines, most recently serving as global head of growth and partnerships. Previously, he worked as an investment banker at Citigroup Inc., where he advised clients on initial public offerings, mergers and acquisitions, and restructurings.

Janeen France

France will spearhead Addepar’s global client strategy, overseeing all client-facing engagements. She most recently served as the firm’s senior vice president and head of go-to-market strategy and operations, and previously led its global management and success teams. She also held leadership roles at Hightower Advisors and J.P. Morgan Private Bank.

Wells Fargo Names Tim Froehlich Head of Investment Products

Tim Froehlich

Wells Fargo selected Tim Froehlich to be the head of investment products within its wealth and investment management division, effective January 1, 2026. He will succeed Patty Loepker, who plans to overlap with Froehlich for two months before retiring on March 1, 2026.

Froehlich will lead the strategy and development of WIM’s investment offerings, including retirement services, advisory, packaged products, alternative investments, insurance, annuities and structured notes, and will report to Darrell Cronk, WIM’s CIO. Froehlich most recently led WIM’s insurance, annuities and market-linked investments and previously co-led the alternative investments group. Froehlich joined Wells Fargo in 2002 after five years with ING broker/dealer network.

In a statement, Cronk said Froehlich’s more than 20 years in alternative investments made him an “ideal choice to sustain WIM’s leadership.”

Manulife John Hanock Welcomes Anne Thibeault as Head of Product

Anne Thibeault

Manulife John Hancock, the U.S. retirement business of Manulife Wealth & Asset Management, appointed Anne Thibeault as head of product.

Thibeault will lead product strategy and transformation, product delivery and the benefits consulting group. She brings more than 20 years of experience in the retirement industry, most recently having served as senior vice president and head of advisory group at Empower. She had earlier served as an Empower vice president and head of product delivery.

“Anne is a strategic and forward-thinking leader with deep expertise in the retirement space,” said Wayne Park, CEO of Manulife John Hancock Retirement, in a statement. “Her experience in driving transformation and delivering innovative, participant-focused solutions will be instrumental as we continue to evolve our product offerings to meet the needs of today’s retirement savers.”