Names

  • James Koestner Joins RBC Wealth Management
    James Koestner Joins RBC Wealth Management

    To be located in the firms Dallas branch

    RBC Wealth Management recently welcomed a 33-year veteran advisor managing roughly $370 million to its Dallas Executive branch. James “Ernie” Koestner, Senior Vice President - Financial Advisor, joins RBC Wealth Management from Wells Fargo.
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  • Lauri Droster Named Director for RBC Wealth’s St. Paul Complex
    Lauri Droster Named Director for RBC Wealth’s St. Paul Complex

    Veteran advisor brings top-producer mindset and diversity hiring track record to the role

    RBC Wealth Management – U.S. today named Lauri Droster to the role of St. Paul Complex Director, effective August 1. In her new position, Droster will oversee eight branches, 88 advisors and 75 support staff.
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  • Steve Krameisen Joins American Portfolios as Chief Information Security Officer
    Steve Krameisen Joins American Portfolios as Chief Information Security Officer

    To direct information security initiatives

    American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer (IBD) that services financial advisors nationwide—is pleased to announce that Steve Krameisen, an industry leader in Financial Information Technology (FinTech), has joined the firm in the capacity of chief information security officer (CISO).
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  • Bram Spector Named SVP Lincoln Financial
    Bram Spector Named SVP Lincoln Financial

    Head of finance and actuarial for the group benefits business

    Lincoln Financial Group (NYSE: LNC) today announced Bram J. Spector has joined the company in its group benefits organization as senior vice president, head of Finance and Actuarial. The Finance and Actuarial organization is responsible for partnering across the group benefits business to drive profitable growth, capital management, risk management and actuarial strategy.
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  • Adam Goetz appointed MassMutual Advisors Association president
    Adam Goetz appointed MassMutual Advisors Association president

    Goetz will advocate for opportunities and issues related to client experience, advisor development, technology, product offerings, and wealth and financial planning strategies

    Massachusetts Mutual Life Insurance Company (MassMutual) has announced that the MassMutual Advisors Association has appointed Adam Goetz president of the association for the 2020-2021 one-year term. The MassMutual Advisors Association is a national independent organization that advocates for its national network of financial professionals and clients.
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  • Trey Reynolds Joins MIB As EVP
    Trey Reynolds Joins MIB As EVP

    To lead strategy & new business development

    In this new role, Mr. Reynolds will be responsible for leading MIB Group's strategy and new business development teams, where he will lead MIB's growth plan focused on innovation, partnership and bringing to market new value-added products and services. He will also report to Brian Winikoff.
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  • Andrea Caruso Named EVP & COO At MIB
    Andrea Caruso Named EVP & COO At MIB

    To lead product management, sales, marketing, communications,

    MIB Group, Inc. is pleased to announce that Andrea Caruso has joined the company as Executive Vice President and Chief Operating Officer. Ms. Caruso will be responsible for leading MIB Group's product management, sales, marketing, communications, and client relations functions and will report to Brian Winikoff, MIB's President and CEO.
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  • Midwest Financial Partners’ Leadership Team Forms Octavia Wealth Advisors and Partners with Merchant
    Midwest Financial Partners’ Leadership Team Forms Octavia Wealth Advisors and Partners with Merchant

    Newly Independent RIA Firm Has Established Offices in Ohio, California and Florida

    Newly Independent RIA Firm Has Established Offices in Ohio, California and Florida –(BUSINESS WIRE)–Today, the leadership team from Midwest Financial Partners announced the group’s formation of the independent registered investment advisory firm Octavia Wealth Advisors (Octavia). The transition to this new wealth management business marks what the firm’s chief executive Maxim Meyers calls “a natural…
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  • Michael Gordon Appointed Group Chief Operating Officer at Lombard
    Michael Gordon Appointed Group Chief Operating Officer at Lombard

    Newly created role includes management of 'technology & transformation’

    Lombard International Group, the global leader in wealth and succession planning solutions for high net worth individuals, families and institutions, announces the appointment of Michael Gordon as Group Chief Operating Officer (COO), in addition to his existing role of Chief Executive of the US business. The role of Group COO is newly created and includes…
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  • Alan Canine Joins Voya Financial Advisors
    Alan Canine Joins Voya Financial Advisors

    Embraces a 'mission and vision for putting clients first'

    Voya Financial Advisors, Inc. (VFA) announced today that financial professional Alan Canine, of Corpus Christi Financial Group, has joined the broker-dealer as a registered representative. Canine offers a broad range of financial advice, including support for taxes, investments, trust, and estate planning to individuals and families in the Corpus Christi community.
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  • LL Global Names Mark Singleton CFO And New Head Of Industry Solutions
    LL Global Names Mark Singleton CFO And New Head Of Industry Solutions

    With more than 25 years of varied experience LL Global sees Singleton as invaluable to their long-term growth

    Singleton has held leadership roles in the financial services industry and has more than 25 years of financial management, distribution and operational experience. Most recently, Singleton was president and chief executive officer (CEO) of 5Star Life Insurance Company, the life insurance carrier for the Armed Forces Benefit Association.
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  • E. Blake Moore Named CEO of Touchstone Investments
    E. Blake Moore Named CEO of Touchstone Investments

    Will succeed Steve Graziano at Western & Southern affiliate

    Western & Southern Financial Group has named E. Blake Moore, Jr. to chief executive officer of Touchstone Investments, a member company of Western & Southern, effective June 8. He will succeed Steven M. Graziano, who has announced his retirement, effective Dec. 31. Moore will report directly to Jill T. McGruder, Western & Southern chief marketing…
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  • Nick Hildenbrand Named Principal of AmeriLife Marketing Group
    Nick Hildenbrand Named Principal of AmeriLife Marketing Group

    With demand for life and health insurance, annuities and retirement planning solutions growing AmeriLife promotes Hildenbrand for continued growth and success

    AmeriLife Group, LLC (AmeriLife), the national leader in marketing and distributing life, health and retirement solutions, today announced a strategic update to support the companies continued growth. Nick Hildenbrand has been named Principal of AmeriLife Marketing Group (AMG).
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  • Tim Bischof Named Chief Actuary at OneAmerica
    Tim Bischof Named Chief Actuary at OneAmerica

    25-year life industry veteran brought in to augment OneAmerica's ongoing growth

    OneAmerica® today announced the hiring of Tim Bischof as senior vice president and chief actuary. Bischof, a 25-year industry veteran, will begin his role on June 15. As chief actuary, Bischof will oversee valuation, modeling, reinsurance and actuarial reporting, as well as provide pricing and experience oversight. Bischof will also partner to further develop the…
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  • Industry Veteran Hank Zoller Joins OneAmerica
    Industry Veteran Hank Zoller Joins OneAmerica

    Brings 30 years of ‘relationship building’ to the company’s large-market focus

    An established provider of impactful retirement plan solutions through the support of a strong relationship-oriented team, OneAmerica® is building on its mutual strength to accelerate its large-market client base with the hiring of industry veteran Hank Zoller.
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  • Tamu McCreary Joins LL Global as New CVP of Conference and Committee Strategy
    Tamu McCreary Joins LL Global as New CVP of Conference and Committee Strategy

    McCreary to oversee all facets of LL Global’s North American convening function and consult on developing strategies for bringing people together in key global markets.

    McCreary to oversee all facets of LL Global’s North American convening function and consult on developing strategies for bringing people together in key global markets. WINDSOR, Conn., May 18, 2020 – LL Global, the parent company of LIMRA, LOMA and Secure Retirement Institute® (SRITM), today announced Tamu McCreary as its new corporate vice president of…
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  • Andrew McMahon Becomes CEO of The Guardian
    Andrew McMahon Becomes CEO of The Guardian

    To succeed Deanna Mulligan at year’s end

    The Guardian Life Insurance Company of America (Guardian Life) announced today that Deanna M. Mulligan will retire as Chief Executive Officer at year-end after a decade in the role, and will be succeeded by the company's President, Andrew J. McMahon.
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  • Howard Woolley Named To Allianz Life Board Of Directors
    Howard Woolley Named To Allianz Life Board Of Directors

    Brings expertise in risk management, public policy, and diversity & inclusion

    Allianz Life Insurance Company of North America (Allianz Life®) announced today that Howard Woolley has joined its board. Woolley will sit on the Audit Committee as well as the Nomination, Evaluation and Compensation Committee.
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  • Ben Robertson Named RVP for W&S Distributors
    Ben Robertson Named RVP for W&S Distributors

    To support broker-dealers and independent agents

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group member companies, has named Ben Robertson as regional vice president, broker-dealer and independent agent distribution, for Ohio, western Pennsylvania, western New York, Colorado, Utah, Wyoming, Idaho and Montana.
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  • Chris Smith Named Head of Group Benefits at Guardian
    Chris Smith Named Head of Group Benefits at Guardian

    To oversee and set strategy for the benefits business

    The Guardian Life Insurance Company of America® (Guardian Life) today announced that Chris Smith has been named Head of Group Benefits, reporting to President Andrew McMahon.
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  • Lined Mason Named VP, Policy Services at Ameritas
    Lined Mason Named VP, Policy Services at Ameritas

    Company announces recent officer election for its individual division

    Company announces recent officer election for its individual division LINCOLN, Nebraska, (April 1, 2020) – Ameritas President and Chief Executive Officer Bill Lester announces the following officer election, effective March 1, 2020. Lined Mason was elected vice president, policy services for the individual division of Ameritas. Her previous position was second vice president of new business. Mason…
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