Names

  • Kimberly Lehn & Bonnie Glaser Join Beacon Global Strategies
    Kimberly Lehn & Bonnie Glaser Join Beacon Global Strategies

    Firm expands its Indo-Pacific practice with the launch of its Taiwan Analysis Center

    Beacon Global Strategies (BGS), a leading strategic advisory firm, today announced it will be expanding its Indo-Pacific Practice, led by BGS Managing Director Mr. Eric Sayers, with the addition of Ms. Kimberly Lehn as Vice President, Ms. Bonnie Glaser as Senior Advisor and the launch of the Taiwan Analysis Center.
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  • Ben Moy Named VP, Consultant Relations Director Of Voya Financial
    Ben Moy Named VP, Consultant Relations Director Of Voya Financial

    Voya expands distribution team; supports increased focus on intermediary relations

    Voya’s Wealth Solutions business has recently promoted Ben Moy to the position of vice president, Consultant Relations Director.
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  • John Carter Piper Joins Ameriprise
    John Carter Piper Joins Ameriprise

    25 year veteran brings $210 million AUM

    Ameriprise Financial, Inc. (NYSE: AMP) today announced that John (Carter) Piper, CFP® joined a well-established Ameriprise independent practice, Foundation Wealth Management. The team is based in Bakersfield, California, and led by financial advisors Lance Mackall and Rick Yanez.
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  • Jay Tini Appointed President Of Ritholtz Wealth Management
    Jay Tini Appointed President Of Ritholtz Wealth Management

    Vanguard veteran's executive leadership will allow founding partners Josh, Barry, Kris and Michael to focus squarely on their core competencies

    Ritholtz Wealth Management (RWM), a Registered Investment Adviser (RIA) with $2.8 Billion in client assets under management, today announced the hiring of Jay Tini as President.
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  • Kevin Kickhaefer Named President And Chief Growth Officer By Gravie
    Kevin Kickhaefer Named President And Chief Growth Officer By Gravie

    Kickhaefer will lead Gravie's sales, account management, and revenue operations, with a goal of creating increased magnetism between the brand and its broker and employer partners

    Gravie, the leader in health benefits innovation, today announced the addition of Kevin Kickhaefer as president and chief growth officer. Kickhaefer's hiring is a reflection of Gravie's incredible growth trajectory and evolution into one of the strongest disruptors in the industry.
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  • Tom Murphy Named New Chief Risk Officer By Sun Life
    Tom Murphy Named New Chief Risk Officer By Sun Life

    In his new role, Tom will lead all aspects of risk management across Sun Life globally, including Financial, Insurance, Credit, Operational and Enterprise Risk. He will also have oversight responsibility for our global Actuarial and Asset Liability Management (ALM) functions

    Sun Life is pleased to announce the appointment of Tom Murphy as Executive Vice-President and Chief Risk Officer, effective December 1, 2022. Tom is currently President of Fixed Income and Head of Institutional Business for SLC Management, Sun Life's alternatives asset manager.
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  • Mindi Work Promoted To Executive VP, Individual Life Division and Emerging Solutions By Symetra
    Mindi Work Promoted To Executive VP, Individual Life Division and Emerging Solutions By Symetra

    Retains leadership of company initiatives overseeing development of emerging solutions

    Symetra Life Insurance Company today announced the promotion of Mindi Work to executive vice president, Individual Life Division and Emerging Solutions.
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  • Sara McCue Joins UBS As Financial Advisor In Las Vegas, NV
    Sara McCue Joins UBS As Financial Advisor In Las Vegas, NV

    McCue manages $145 million in client assets for high net worth individuals and families

    UBS Wealth Management USA today announced that Sara McCue has joined the firm as a Financial Advisor.
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  • Steven Crowe Named A Board Member By OneAmerica 
    Steven Crowe Named A Board Member By OneAmerica 

    Customer advocacy, industry tech focus of former Dell Technologies global president

    Steven J. Crowe, recently retired Dell Technologies global executive, has been named to the OneAmerica® board of directors, the national financial services provider announced today.
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  • Josh Nolan Hired As A Managing Director By D.A. Davidson
    Josh Nolan Hired As A Managing Director By D.A. Davidson

    D.A. Davidson hires Nolan to broaden its Equity Capital Markets Group with focus on financial institutions and financial technology

    D.A. Davidson & Co. announced today its continued investment to broaden its capital markets capabilities with new hire Josh Nolan as a Managing Director in the Equity Capital Markets Group.
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  • Kameron Helmuth Promoted To Partner By Vestia Personal Wealth Advisors
    Kameron Helmuth Promoted To Partner By Vestia Personal Wealth Advisors

    Helmuth co-leads the orthopedic surgery practice group and is the seventh Partner at the firm

    Vestia Personal Wealth Advisors, a firm that helps high caliber doctors achieve wealth that matters, today announced the appointment of Kameron Helmuth to Partner, the firm’s seventh. Helmuth joined Vestia in 2019 and co-leads the orthopedic surgery practice group. As of today, the firm has approximately $500 million in assets under management (AUM) and counts…
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  • Glenton Davis Named Head Of Corporate Strategy By MassMutual
    Glenton Davis Named Head Of Corporate Strategy By MassMutual

    Davis will be responsible for leading corporate strategy and customer and market intelligence

    Massachusetts Mutual Life Insurance Company (MassMutual) today announced that it has named Glenton Davis Head of Corporate Strategy. Davis reports to Betsy Ward, MassMutual's Chief Financial Officer.
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  • Ken Kent Becomes President Of The American Academy Of Actuaries
    Ken Kent Becomes President Of The American Academy Of Actuaries

    Kent Succeeds 2021–22 President Maryellen Coggins

    Ken Kent of McLean, Va., began a one-year term as president of the American Academy of Actuaries today, succeeding 2021–22 Academy President Maryellen Coggins to lead the national professional association of more than 19,500 members.
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  • Carrie Schwab-Pomerantz Appointed As A Director By The Charles Schwab Corporation
    Carrie Schwab-Pomerantz Appointed As A Director By The Charles Schwab Corporation

    Schwab-Pomerantz will serve on the Board’s Risk Committee

    The Charles Schwab Corporation today announced its Board of Directors has approved the appointment of Carrie Schwab-Pomerantz as a director, effective immediately.
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  • Lisa Makoni To Head Geneva Financial’s New Alaska Mortgage Branch
    Lisa Makoni To Head Geneva Financial’s New Alaska Mortgage Branch

    The opening of this new branch provides opportunities for local borrowers and buyers looking to navigate the current housing market in the Last Frontier

    Geneva Financial (Geneva), a direct mortgage lender operating in 47 states, has announced the opening of a new branch in Anchorage, Alaska, the latest state to be added to Geneva's licensure, and is to be headed by Branch Manager Lisa Makoni.
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  • Antulio Bomfim Named Head Of Global Macro For Fixed Income By Northern Trust
    Antulio Bomfim Named Head Of Global Macro For Fixed Income By Northern Trust

    Bomfim is a veteran fed economist with nearly 30 years of industry experience

    Northern Trust Asset Management (NTAM), a leading global investment management firm with $1 trillion in assets under management as of June 30, 2022, announced today that Antulio Bomfim has been hired as head of Global Macro, a newly created position within its global fixed income group.
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  • Jackson’s Dev Ganguly Named Michigan ORBIE® CIO Of The Year
    Jackson’s Dev Ganguly Named Michigan ORBIE® CIO Of The Year

    Award honors technology executives for leadership and business value created by innovation

    Dev Ganguly, EVP and chief operating officer at Jackson National Life Insurance Company (Jackson®), the main operating subsidiary of Jackson Financial Inc. (NYSE: JXN), was named the ORBIE CIO of the Year by the Michigan Chapter of the InspireCIO Leadership Network.
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  • Major General John H. Russell Leadership Award Honors Equitable President Nick Lane
    Major General John H. Russell Leadership Award Honors Equitable President Nick Lane

    Lane ‘humbled’ to receive 2022 award from Marine Corps University Foundation

    Equitable President Nick Lane will be honored with the 2022 Marine Corps University Foundation (MCU Foundation) and Alumni Association Major General John H. Russell Leadership Award today at the Union League Club in New York City.
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  • Dirk Goergen Appointed As Americas CEO By DWS Group
    Dirk Goergen Appointed As Americas CEO By DWS Group

    Goergen assumes responsibility in addition to his role as Executive Board member and Global Head of Client Coverage Division

    DWS Group, one of the world’s leading asset managers, announced today the appointment of Dirk Goergen as Americas CEO, effective January 1, 2023.
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  • Justin Chilcote Hired As Sales Director, Mid Market, West Division Of Voya Financial’s Wealth Solutions Business
    Justin Chilcote Hired As Sales Director, Mid Market, West Division Of Voya Financial’s Wealth Solutions Business

    Voya continues Middle Market growth by expanding regional sales team

    Voya Financial has hired Justin Chilcote as Sales Director, Mid Market, West Division for the company’s Wealth Solutions business.
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  • Adrian Griggs Elected Chair, LL Global Board
    Adrian Griggs Elected Chair, LL Global Board

    Mary Jane Fortin named vice-chair

    At the 2022 LIMRA Annual conference, LL Global, the parent company of LIMRA and LOMA, announced Adrian Griggs, executive vice president and chief operating officer, Pacific Life Insurance Company, will be the 2023 chair of the LL Global board of directors.
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