- Ali Dang Joins Buffington Mohr McNeal’s Advisory Team
Former JP Morgan Vice President and Portfolio Manager moves from New York City to Boise to advise private clients
Buffington Mohr McNeal, an Idaho based Wealth Management Firm, welcomes Ali Dang, CFA as their newest Portfolio Manager and Wealth Management Advisor to start on March 13, 2023. Ali was formerly a Fixed Income Portfolio Manager with J.P. Morgan in their New York and London locations.
read more - Heather Deichler Named Head Of Group Benefit Product And Underwriting By Lincoln Financial
Deichler’s extensive business knowledge and industry experience will help build on past success and drive strategic direction
Lincoln Financial Group (NYSE: LNC) announced today that Heather Deichler has been named senior vice president, Group Benefit Product and Underwriting within the company’s Workplace Solutions business.
read more - John Moody Appointed As Regional Sales Director Boston Mutual Life
Moody will oversee sales as a Regional Sales Director in the national life insurance carrier's North Florida region
Boston Mutual Life Insurance Company, a national provider of insurance solutions for individuals and at the workplace, today announced the appointment of John Moody as Regional Sales Director in its Distribution and Business Development department. Moody will oversee workplace sales in the North Florida region for the life insurance carrier.
read more - Nick Lalonde Joins LPL Financial & Launches Independent Practice
Lalonde reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and joins LPL from Edward Jones
LPL Financial LLC announced today that financial advisor Nick Lalonde CFP®, CEPA®, has launched an independent practice and joined LPL Financial’s broker-dealer, RIA and custodial platforms.
read more - Scott Glasson Joins LPL’s Employee Advisor Channel, Linsco By LPL Financial
Glasson will have an office in the Linsco suite of LPL’s San Diego campus
LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Scott Glasson has joined LPL’s employee advisor channel, Linsco by LPL Financial (“Linsco”), to launch his practice, Glasson Financial Powered by LPL Financial.
read more - Brooks Tingle Appointed President & CEO Of John Hancock In Leadership Succession Plan
Marianne Harrison to retire after twenty distinguished years at Manulife and five as President and CEO of John Hancock
Today, John Hancock, a unit of Manulife (NYSE: MFC), announced that Marianne Harrison has decided to retire after twenty distinguished years with the company and that Brooks Tingle will become President and CEO of John Hancock, effective April 1st, 2023.
read more - Anthony Spencer Appointed New Regional Sales Director By Boston Mutual
Spencer will oversee sales in the national life insurance carrier's Georgia region
Boston Mutual Life Insurance Company, a national provider of insurance solutions for individuals and at the workplace, today announced the appointment of Anthony Spencer as Regional Sales Director in its Distribution and Business Development department. Spencer will oversee workplace sales in the Georgia region for the life insurance carrier.
read more - Eric Gallinger Joins LPL Financial, Stratos Wealth To Launch Independent Firm
Gallinger reported having served $300 million in advisory, brokerage and retirement plan assets.*
LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Eric Gallinger has joined LPL Financial and is aligned with Stratos Wealth Partners, a large RIA aligned with LPL. He joins from Merrill Lynch.
read more - Sandi Tillotson Appointed To Chief Compliance Officer By New York Life
Ms. Tillotson succeeds Sara Badler who retired at the end of 2022
New York Life, America's largest mutual life insurer, today announced the appointment of Senior Vice President Sandi Tillotson to Chief Compliance Officer.
read more - Matt Hamann Selected By WealthVest To Lead Their Distribution Of Aspida’s WealthLockSM Annuities
Hamann’s extensive knowledge of sales distribution, go-to-market strategies and advisor marketing will provide crucial support and direction to WealthVest’s internal and external wholesaling team representing Aspida
WealthVest, a leading independent distributor of annuities and structured note solutions to financial institutions, announced today they have named Matt Hamann, a senior veteran in the industry, as their first, dedicated national sales manager representing Aspida, a tech-leading and agile annuity company.
read more - Tara Latini Selected By TIAA To Head Wealth Distribution
Additional leaders named to key roles in Wealth unit
TIAA has named Tara Latini to serve as Executive Vice President and Head of Wealth Distribution for the firm’s Wealth Management business. The financial services executive, whose career has spanned more than three decades, will be responsible for leading the client-facing wealth management team.
read more - Jeh Johnson Named To MetLife’s Board of Directors
Jeh and the rest of the board will continue to focus on delivering for MetLife’s stakeholders
MetLife, Inc. (NYSE: MET) today announced that Jeh Charles Johnson was elected to its board of directors, effective immediately.
read more - Eric Partlan Becomes Chief Investment Officer Of MassMutual
Tim Corbett to retire after 12 years with the company
Massachusetts Mutual Life Insurance Company (MassMutual) today announced that Tim Corbett, chief investment officer, will retire after successfully leading the company’s investment strategy and overseeing its General Investment Account (GIA) for the past 12 years. Eric Partlan, head of portfolio management, will succeed Corbett, effective March 1, 2023.
read more - Chase Wickenheiser Joins Magnus Financial Group As An Associate
Prior to joining Magnus, Chase had been an Associate at Modus Park Associates since 2020
Magnus Financial Group LLC ("Magnus") is pleased to announce that Chase Wickenheiser has joined the firm as an Associate.
read more - Zara Mirza Named Chief Brand Officer By TIAA
Mirza will lead the brand strategy, brand marketing, creative and corporate social responsibility teams for TIAA and Nuveen
TIAA, a leading provider of secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions, has named Zara Mirza as Chief Brand Officer. She joins TIAA on March 6th and will report to TIAA’s Chief Marketing and Communications Officer, Micky Onvural.
read more - George Mattson Named President By Star Mountain Capital
Former Goldman Sachs partner appointed to newly created role to help drive continued growth and performance
Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing specialized investment company with approximately $3.5 billion in assets under management focused exclusively on investing in established, private small and medium-sized North American businesses (the “lower middle-market”), is pleased to announce that George Mattson has joined as President.
read more - Nikè Anani Appointed Director Of Next Gen Advisory By Northern Trust
This newly created role is designed to accelerate the delivery of outstanding client service to the rising generation navigating wealth matters
Northern Trust has appointed Nikè Anani Director of Next Gen Advisory for Northern Trust Wealth Management.
read more - Carlos J. Arrizurieta Appointed President of Northeast Region By Northern Trust
Arrizurieta will be responsible for leading multi-disciplinary Wealth Advisory teams in the delivery of holistic advice and outstanding client service in the New York City, Greenwich, and Boston markets
Northern Trust has appointed Carlos J. Arrizurieta President of the Northeast Region, where he will be responsible for leading multi-disciplinary Wealth Advisory teams in the delivery of holistic advice and outstanding client service in the New York City, Greenwich, and Boston markets.
read more - Christen White Appointed New Head Of Group Benefit Claims By Lincoln Financial
Christen joins the company from MetLife, bringing more than two decades of leadership and industry experience
Lincoln Financial Group (NYSE: LNC) announced today that Christen White has joined as senior vice president, Group Benefit Claims.
read more - Gregory Irizarry Appointed Senior Managing Director By Northern Trust
Irizarry will lead a team of seasoned multi-disciplinary professionals focused on serving ultra-high net worth individuals and families in the South Florida market
Northern Trust has appointed Gregory Irizarry Senior Managing Director in the Miami office.
read more - Ian Lynagh Appointed CFO By FINEOS Corporation
Lynagh is responsible for overseeing all financial operations throughout the company, including investor relations, financial statutory and management reporting, audit, compliance, commercial management, and legal/contractual requirements
FINEOS Corporation today announced the appointment of Ian Lynagh as Chief Financial Officer.
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