Retirement Industry People Moves

Hall Benefits Law names lead ERISA counsel and COO and Aegon Asset Management appoints new global CIO. 

Hall Benefits Law Names Lead ERISA Counsel and COO

Hall Benefits Law has added Robert Forman as lead ERISA [Employee Retirement Income Security Act] counsel and Kenneth Beaver as chief operating officer.

Forman’s primary responsibility at Hall Benefits Law is ensuring day-to-day legal operations run smoothly.

Forman graduated from Haverford College, earned his juris doctor degree from the University of Michigan Law School and earned his Master of Laws (LLM) in taxation from the University of Florida.

Beaver has over 20 years of experience working as a law firm executive. His duties with Hall Benefits Law include oversight of human resources (HR), operations, finance, information technology (IT) and facilities management. He is tasked with supporting the attorneys and staff to help them achieve their professional goals.

Aegon Asset Management Appoints New Global CIO

Aegon Asset Management has appointed Russell Morrison as its new global chief investment officer (CIO).

Morrison has held positions at Barings and in the fixed income divisions at First Union Bank, Ernst & Young Management Consultants and North Carolina National Bank.

Following Morrison’s appointment, Kirk Buese, the current interim global CIO for fixed income, will retire from the business after 33 years’ service. Buese took responsibility for the platform on an interim basis during the recruitment process, having previously stated his desire to retire this year. He will remain with the business for a short period to ensure a smooth transition.

“Russ has a wealth of experience running multi-geographic teams, managing private and publicly listed fixed income assets for general account and third-party clients worldwide,” says CEO Bas NieuweWeme. “His appointment to this new role represents the culmination of the integration of our regional-based teams into our global fixed income platform. I would also like to wish Kirk a very long and happy retirement and thank him for leading the global team on the interim basis, but also for his considerable contribution to the business over the last three decades.”

“I am looking forward to working with the team at Aegon Asset Management as we look to maximize the full potential of our global fixed income team, bringing their expertise and knowledge to our clients across the globe,” Morrison says.