Lockton has opened a new retirement practice in its Philadelphia office, with Deana Calvelli as vice president of retirement services for the firm’s Northeast region. The practice will advise clients on 401(k) and other retirement plans.
Calvelli is responsible for overseeing the retirement practice, and serving clients in the areas of fiduciary governance, financial wellness and retirement outcomes, administration oversight, and investment selection and monitoring.
Calvelli brings more than 25 years of experience in the retirement services sector to Lockton. She held strategic roles at Buck Consultants and Wells Fargo and, most recently, operated her own consulting firm, Calvelli Consulting.
Calvelli holds a bachelor’s degree in economics from Duke University, as well as designations as a Certified Employee Benefits Specialist and an Accredited Investment Fiduciary (AIF). She maintains FINRA Series 7, 63, and 65 licenses. She is also a member of the Forum of Executive Women and a LEADERSHIP Philadelphia Fellow.
NEXT: Brett Dutton comes to PNC Institutional Asset Management.
Dutton has joined PNC Institutional Asset Management (IAM) as an asset
liability solutions specialist. In his new role, he works with the IAM team to
determine product suitability for customers and prospects, and educates market
teams and other bank partners on asset liability management services. His areas
of focus include liability driven investing (LDI) for pensions and dynamic
portfolio analysis for endowments and foundations. He reports
to Debbie Kolsovsky, managing director, PNC Institutional Advisory Solutions.
Dutton, who is based in Columbus, Indiana, previously was a fixed-income analyst and actuary for Reams Asset Management, specializing in consulting on pension risk and LDI strategies. Before Reams, Dutton held positions in the actuarial field with the Ohio Public Employees Retirement System and Mercer in Columbus, Ohio.
Dutton holds a bachelor's degree in mathematics from Grove City College, graduating first in his class, and a master’s degree in music from Pennsylvania State University. He is a Fellow of the Society of Actuaries, an enrolled actuary, and holds the Chartered Financial Analyst (CFA) designation.
NEXT: Dave Anders affiliates with PlanMember Securities Corporation.
Dave Anders of Dave Anders & Associates in New Smyrna Beach, Florida, has affiliated with PlanMember Securities Corporation as a PlanMember Financial Center. The firm provides retirement investment planning and financial education opportunities for educators and employees of nonprofits in Daytona Beach and Central Florida.
Dave Anders & Associates has more than 25 years of experience in financial planning, and has more than $125 million under management. The firm has spent the past eight years as PlanMember representatives helping their personal clients as well as school districts and nonprofits.
PlanMember, a broker/dealer and investment adviser, with a reported $8 billion in assets, specializes in the fee-based 403(b), 457(b) and 401(k) marketplace.
« Expect at Least $1T Demand for Custom Investments