Names

  • Richard B. Gulman To Receive Excellence Award Richard B. Gulman To Receive Excellence Award

    Boston Estate Planning Council's highest honor to be presented at May 24 Annual Gala

    The Boston Estate Planning Council (BEPC), a multi-disciplinary community of over 700 estate and wealth planning professionals, has selected Richard B. Gulman, co-founder and a partner in the CPA and business advisory firm DiCicco, Gulman & Company LLP (DGC), as the recipient of the 2017 BEPC Excellence Award. read more
  • Doug G. Grebe Promoted to VP at Great American Doug G. Grebe Promoted to VP at Great American

    Will continue to lead the company’s internal sales teams

    Great American Insurance Group is pleased to announce that Doug G. Grebe was promoted to Divisional Vice President within its Annuity Group. read more
  • Andy Schwartz Named to 2017 Financial Times 400 Top Financial Advisers Andy Schwartz Named to 2017 Financial Times 400 Top Financial Advisers

    Principal with Bleakley Financial Group recognized in 5th annual 'Top 400' list

    Andy Schwartz, CFP®, a principal of Bleakley Financial Group, has been named to the 2017 edition of the Financial Times 400 Top Financial Advisers. read more
  • Joseph Terry Named CCO at Signator Joseph Terry Named CCO at Signator

    Compliance 'more than policies and procedures'

    Signator Investors, Inc. has named Joseph Terry chief compliance officer, with responsibilities for overall compliance, it was announced today by Christopher Maryanopolis, head of Signator Investors, Inc. read more
  • Lisa Policare One of the Top 200 Female Financial Advisors in U.S. Lisa Policare One of the Top 200 Female Financial Advisors in U.S.

    Advisor with Penn Wealth Planning recognized by FORBES

    Lisa (Bodine) Policare, MBA, an independent financial advisor at Penn Wealth Planning, LLC in New Hope, PA, was recently recognized as one of the Top 200 Women Advisors by Forbes, a prominent national business magazine. read more
  • Mary Bates Named SVP and COO, Individual Life at Symetra Mary Bates Named SVP and COO, Individual Life at Symetra

    Phil Bouvier promoted to divisional sales leadership role as VP, Sales and Marketing

    Symetra Life Insurance Company today announced the promotions of two Individual Life executives as Mary E. Bates is named senior vice president, chief operations officer. read more
  • Jay Rosenblum Promoted to CHRO at Guardian Jay Rosenblum Promoted to CHRO at Guardian

    To lead recruitment, retention efforts

    The Guardian Life Insurance Company of America® (Guardian), one of the nation’s largest mutual life insurers and a leading provider of employee benefits, promoted Jay Rosenblum to chief human resources officer. read more
  • George Nichols Promoted to Executive Vice President at NYL George Nichols Promoted to Executive Vice President at NYL

    To lead all legislative, regulatory & public policy issues

    New York Life announced the promotion of George Nichols to Executive Vice President in charge of the Office of Governmental Affairs, which includes all state, federal and international legislative, regulatory and public policy issues at the company read more
  • Wayne Von Borstel Recognized As One Of The Nation’s Top Financial Advisors Wayne Von Borstel Recognized As One Of The Nation’s Top Financial Advisors

    Barron's annual list features America's best

    Barron's magazine recognizes Wayne von Borstel, of von Borstel & Associates in Portland, OR, as one of America's Top 1,200 Advisors for 2017 and for the third consecutive year. read more
  • Michael Maghini Joins Voya as National Sales Manager Michael Maghini Joins Voya as National Sales Manager

    To provide clients with a holistic portfolio of retirement, investment and insurance products

    Voya Financial announced today that its retail broker-dealer, Voya Financial Advisors, Inc. (VFA), has hired Michael Maghini as National Sales Manager – responsible for driving VFA’s multi-faceted approach to financial planning. read more
  • Scott Stevens Joins Voya as Third-Party Investment Partners Leader Scott Stevens Joins Voya as Third-Party Investment Partners Leader

    To lead contract negotiations for TPA investment partners

    Voya Financial announced today that its retail broker-dealer, Voya Financial Advisors, Inc., has hired Scott Stevens for the newly developed role of senior vice president for Third-Party Investment Partners. read more
  • Kate Tubesing Joins The Standard as Retirement Consultant Kate Tubesing Joins The Standard as Retirement Consultant

    Brings twenty years experience in retirement plans

    The Standard announced the hiring of Kate Tubesing as a retirement plan consultant for its East Sales Region. She is based in The Standard’s Cincinnati retirement plans sales and service office. read more
  • Eileen McDonnell Inducted into the 2017 Excellence Hall of Fame Eileen McDonnell Inducted into the 2017 Excellence Hall of Fame

    Penn Mutual CEO recognized by the Business Excellence Institute

    Eileen McDonnell, chairman and chief executive officer of The Penn Mutual Life Insurance Company (Penn Mutual), is inducted to the Business Excellence Institute’s 2017 Excellence Hall of Fame. read more
  • The Gaudreau Group Renews Five Star Designation The Gaudreau Group Renews Five Star Designation

    Agency embraces a focus on the customer, and a plan for success

    The Massachusetts Association of Insurance Agents (MAIA), is proud to announce that The Gaudreau Group of Wilbraham, MA has renewed their Five Star Agency Designation. read more
  • Vincent Garzarella Named VP, Tax-Exempt Markets at Lincoln Financial Vincent Garzarella Named VP, Tax-Exempt Markets at Lincoln Financial

    Vanguard vet to lead Products and Solutions team focused on growing healthcare and government markets

    Lincoln Financial Group (NYSE: LNC) announced today that Vincent Garzarella has joined the Retirement Plan Services (RPS) business as vice president of Tax-Exempt Markets. He reports directly to Ralph Ferraro, senior vice president and head of product for RPS. read more
  • Stew McGough Named  VP, Relationship Management at W&S Stew McGough Named VP, Relationship Management at W&S

    To manage financial institution relationships nationwide

    Stew McGough has joined W&S Financial Group Distributors, Inc., the wholesale distributor of annuities and life insurance products from member companies of Western & Southern Financial Group (Western & Southern), as vice president of relationship management for financial institutions. read more
  • Peter Crawford Promoted to CFO, Schwab Peter Crawford Promoted to CFO, Schwab

    Leads the company's treasury and controller functions

    The Charles Schwab Corporation announced today that Peter Crawford, Schwab’s executive vice president of finance and a 16-year veteran of the company, will succeed Joseph R. Martinetto as the company’s chief financial officer, effective May 16 following Schwab’s annual stockholders meeting. read more
  • Rich Lane Promoted to SVP, Individual Annuity Sales and Marketing at The Standard Rich Lane Promoted to SVP, Individual Annuity Sales and Marketing at The Standard

    Brings twenty years experience in the fixed market

    Standard Insurance Company ("The Standard") announced today that Rich Lane has been promoted to second vice president of Individual Annuities sales and marketing. read more
  • Teresa Hassara Named Head of Workplace Solutions for Mass Mutual Teresa Hassara Named Head of Workplace Solutions for Mass Mutual

    Will lead efforts to bring holistic benefit solutions to more Americans

    Massachusetts Mutual Life Insurance Company (MassMutual) today announced that Teresa Hassara has been named head of the company’s Workplace Solutions business. read more
  • Shannon Pike To Head FPA Shannon Pike To Head FPA

    Assumes Role as 2017 President; Focus 'embracing communities'

    A 20-year veteran of financial services and long-time volunteer leader, Shannon J. Pike, CFP® officially assumed the role of 2017 President of the Financial Planning Association®(FPA®) effective January 1. read more
  • James Mullery joins Prudential Annuities to lead Distribution and Sales James Mullery joins Prudential Annuities to lead Distribution and Sales James Mullery has been named senior vice president and head of Distribution and Sales for Prudential Annuities, where he will develop and drive the distribution and sales strategy for the business. Prudential Annuities is a business of Prudential Financial, Inc. read more