Names

  • Rebecca H. Tadikonda Appointed Executive VP, Strategy & Innovation At Athene Holding
    Rebecca H. Tadikonda Appointed Executive VP, Strategy & Innovation At Athene Holding

    A newly created role in response to Athene’s rapid growth

    Athene Holding Ltd. (“Athene”) announced today that Rebecca H. Tadikonda, formerly Executive Vice President, Head of MetLife Holdings, has been appointed Executive Vice President (EVP), Strategy and Innovation at Athene, effective May 18. In this newly created role, Ms. Tadikonda will focus on strategy and innovation to accelerate the company’s growth even further.
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  • Kevin McAtamney Hired As Stable Value Sales Director By The Standard
    Kevin McAtamney Hired As Stable Value Sales Director By The Standard

    McAtamney has more than eight years of experience in the retirement plans and benefits industry

    The Standard announced the hiring of Kevin McAtamney as stable value sales director. He is responsible for growth through new investment-only stable value sales in the western region with a special focus on government and 457 plans. McAtamney is based in San Diego, California.
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  • Erik Hermann Hired As Retirement Plan Consultant By The Standard
    Erik Hermann Hired As Retirement Plan Consultant By The Standard

    He will work with advisors and third-party administrators in Illinois

    He will work with advisors and third-party administrators in Illinois PORTLAND, Ore.–(BUSINESS WIRE)–The Standard announced the hiring of Erik Hermann as a retirement plan consultant. Hermann has more than 11 years of experience in the retirement plan and benefits industry. He held previous roles as managing director and investment education consultant and is also a…
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  • Stacy Hughes Joins Voya Financial As Chief Information Security Officer
    Stacy Hughes Joins Voya Financial As Chief Information Security Officer

    As Voya continues to reimagine the future of work, Hughes will be one of many leaders practicing a hybrid-working model from Atlanta, GA

    Voya Financial, Inc. (NYSE: VOYA), announced today that Stacy Hughes has joined the company as senior vice president and chief information security officer (CISO).
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  • Sol Gindi Named Head Of Wells Fargo Advisors
    Sol Gindi Named Head Of Wells Fargo Advisors

    Gindi will lead the Wells Fargo brokerage and wealth management channels, the independent business, and First Clearing

    Wells Fargo & Company today announced that Sol Gindi is the new head of Wells Fargo Advisors (WFA) and head of the Wealth & Investment Management (WIM) Client Relationship Group, reporting to Barry Sommers, head of WIM. 
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  • Joseph Gerdes Appointed President & Chief Executive Officer For Equity Advisor Solutions
    Joseph Gerdes Appointed President & Chief Executive Officer For Equity Advisor Solutions

    Gerdes will maintain his responsibilities as President and COO of ETC Brokerage

    Joseph Gerdes, President and Chief Operating Officer of ETC Brokerage Services, will add the role of President & Chief Executive Officer at Equity Advisor Solutions (EAS), a custodian that provides leading technology, advisor support, and resourceful solutions to its clients.
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  • Jordi Mullor Joins Rebalance As Vice President Of Growth, Expanding Firm’s Growth Division
    Jordi Mullor Joins Rebalance As Vice President Of Growth, Expanding Firm’s Growth Division

    Mullor will focus on developing and implementing growth initiatives that will drive growth on both the traditional wealth and Better K business lines

    Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announces the addition of Jordi Mullor to the team as Vice President of Growth.
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  • Nicholas Maupin Joins Palladius Capital As Director, Investments
    Nicholas Maupin Joins Palladius Capital As Director, Investments

    Maupin is responsible for real estate investment origination, underwriting, and management across the firm’s portfolio

    Palladius Capital Management (“Palladius”), a vertically-integrated real estate investment manager focused on pursuing multifamily, student housing, hospitality and select thematic investment strategies, today announced the appointment of Nicholas Maupin as Director, Investments reporting to CEO Nitin Chexal.
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  • Jeff Sippel Appointed Chief Information Officer By Northwestern Mutual
    Jeff Sippel Appointed Chief Information Officer By Northwestern Mutual

    Sippel also serves on the company's senior executive leadership team

    Northwestern Mutual today announced the appointment of Jeff Sippel to executive vice president and chief information officer. In his role, Sippel will head the technology organization responsible for advancing the company's technology architecture, infrastructure and cloud services, reliability, service support, and information risk/cybersecurity.
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  • Kevin Davis Named Senior Client Strategist By BNY Mellon
    Kevin Davis Named Senior Client Strategist By BNY Mellon

    Kevin is based in Houston and reports to Adam Innerst, market president, Houston

    BNY Mellon Wealth Management named Kevin Davis as senior client strategist.
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  • Colleen Denzler, CFA, Joins Loomis Sayles as New Head of ESG
    Colleen Denzler, CFA, Joins Loomis Sayles as New Head of ESG

    New solutions for clients' increasing ESG needs

    Loomis, Sayles & Company announced today that Colleen Denzler, CFA, has been named the firm’s head of ESG (environmental, social and governance). Colleen, who is based in Boston, will report to David Waldman, chief investment officer.
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  • Matthew Grove Named Head of Individual Life & Annuities At Lincoln Financial
    Matthew Grove Named Head of Individual Life & Annuities At Lincoln Financial

    Brings deep expertise in life insurance, annuities, financial advice and managed accounts to the newly created leadership role

    Brings deep expertise in life insurance, annuities, financial advice and managed accounts to the newly created leadership role April 29, 2022 1– RADNOR, Pa.–(BUSINESS WIRE)–Lincoln Financial Group (NYSE:LNC) is pleased to announce that Matthew Grove will join the company in July as Executive Vice President, Head of Individual Life & Annuities and Lincoln Financial Network.…
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  • James Bogart Named a Top Financial Advisor in Barron’s and Forbes Annual Rankings
    James Bogart Named a Top Financial Advisor in Barron’s and Forbes Annual Rankings

    Bogart Wealth included in the 2022 investmentNews Best Places to Work for Financial Advisers rankings

    James Bogart, CEO and President of Bogart Wealth, an independent, fee-only wealth management and Registered Investment Advisory firm, was recently named a Top Financial Advisor in annual lists released by both Barron's and Forbes.
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  • Richard Porter to Lead Brokerage Annuity Distribution for Nationwide
    Richard Porter to Lead Brokerage Annuity Distribution for Nationwide

    Brings 'proven leadership skills, diverse and creative strategic abilities'

    Based on a track record of delivering outstanding experiences for financial professionals, as well as proven leadership skills, Richard Porter has been selected to lead the brokerage annuity distribution channel for Nationwide. In this role, Porter is responsible for distributing annuities through all broker-dealers, including banks, wirehouses and independent broker-dealers.
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  • Suzanne van Staveren Appointed Chief Financial Officer At Edelman Financial Engines
    Suzanne van Staveren Appointed Chief Financial Officer At Edelman Financial Engines

    To help develop the firm's long term growth strategy

    Edelman Financial Engines, America’s top independent wealth planning and investment advisory firm,1 today announced that Suzanne van Staveren has joined the firm as executive vice president and chief financial officer, effective immediately.
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  • Scott Thompson Apponted CIO At Allium Financial
    Scott Thompson Apponted CIO At Allium Financial

    Brings 25 years of alternative investment experience

    Allium Financial today announced Scott Thompson has joined the firm’s leadership team as its Chief Investment Officer.
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  • Michael Gavett Joins Linsco by LPL Financial
    Michael Gavett Joins Linsco by LPL Financial

    Will be the first advisor in Linsco's Dallas office

    LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Michael Gavett has joined LPL, affiliating with Linsco by LPL, the firm’s employee advisor model.
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  • Ken Chapel Joins Fast-Growing RIA Interchange Capital Partners
    Ken Chapel Joins Fast-Growing RIA Interchange Capital Partners

    With Ken’s help, Interchange Capital Partners is looking forward to expanding their family office services with a focus on liquidity events and generational wealth

    Ahmie Baum, Founder and CEO of Interchange Capital Partners announced today that they are expanding the firm with the addition of leading wealth advisor Ken Chapel CFP®, RICP®. Interchange Capital Partners is a member of the Dynasty Financial Partners’ Network of independent advisory firms.
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  • Matthew Lessard Hired By RBC Wealth Management
    Matthew Lessard Hired By RBC Wealth Management

    RBC hires veteran advisor to its Concord office

    RBC Wealth Management has welcomed Matthew Lessard, CSRIC®, Senior Vice President – Financial Advisor, to its Concord office from Wells Fargo.
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  • Justin Williams Named Senior Client Strategist By BNY Mellon
    Justin Williams Named Senior Client Strategist By BNY Mellon

    Lee works with ultra-high-net-worth clients to help them achieve their wealth goals

    BNY Mellon Wealth Management named Justin Williams as senior client strategist.
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  • Heather Nagengast Joins Penn Mutual As New Distribution Channel Leader
    Heather Nagengast Joins Penn Mutual As New Distribution Channel Leader

    Nagengast to head up company's career agency system

    The Penn Mutual Life Insurance Company (Penn Mutual), a Fortune 1000 company, announces that Heather Nagengast has joined the company as head of the career agency system, reporting to Tom Harris, president, life insurance and annuities.
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