Names

  • Linda S. Need Named 2018 Solomon S. Huebner Gold Medal Recipient
    Linda S. Need Named 2018 Solomon S. Huebner Gold Medal Recipient

    Recognized for her leadership in the financial services industry and dedication to furthering the mission of The American College of Financial Services

    Linda S. Need, MSFS, CAP®, FSA®, CFA®, CFP®, will receive the 2018 Solomon S. Huebner Gold Medal from The American College of Financial Services in recognition of her leadership in the financial services industry and her dedication to furthering the mission of The College.
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  • Prudential Capital opens Mexico City office
    Prudential Capital opens Mexico City office

    Managing Director Marie Fioramonti: We see Mexico as critical to our entire Latin American investment mission

    Prudential Capital Group opened a new Mexico City office* as it continues to build relationships with and provide long-term capital to strong companies in a wide range of industries in Latin America, the company announced today.
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  • Julie Richmond Named Senior RVP for W&S Financial Group Distributors
    Julie Richmond Named Senior RVP for W&S Financial Group Distributors

    Will manage relationships with financial institutions

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from member companies of Western & Southern Financial Group (Western & Southern), has named Julie Richmond as senior regional vice president, financial institutions.
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  • Juan C. Zarate Appointed to Northwestern Mutual Board of Trustees
    Juan C. Zarate Appointed to Northwestern Mutual Board of Trustees

    Chairman and co-founder of the Financial Integrity Network

    Northwestern Mutual, a leading financial security company, announced today that Juan C. Zarate has been appointed to serve on the company's Board of Trustees. Zarate is chairman and co-founder of the Financial Integrity Network, a premier strategic advisory firm dedicated to helping its clients strengthen the financial integrity needed to succeed in today's global security…
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  • David Levenson Named President and CEO of LIMRA, LOMA and LL Global
    David Levenson Named President and CEO of LIMRA, LOMA and LL Global

    To succeed Robert Kerzner, who is retiring

    LL Global, the parent company of LIMRA and LOMA, today announced David Levenson will be the next president and chief executive officer (CEO), effective January 1, 2019. Levenson will succeed Robert Kerzner, who is retiring as president and CEO after 14 years at the helm of the world’s largest association of life insurance and financial…
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  • Marie Lackey Appointed Regional Sales Director at Boston Mutual
    Marie Lackey Appointed Regional Sales Director at Boston Mutual

    Experienced director brings over 20 years of benefits enrollment experience to drive growth in the Southeast

    Boston Mutual Life Insurance Company, a national provider of insurance solutions for individuals and at the workplace, today announced that Marie Lackey has been appointed Senior Regional Sales Director for the Southeastern region.
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  • Ernest J. Guerriero & Timothy J. Williams Join Security Mutual
    Ernest J. Guerriero & Timothy J. Williams Join Security Mutual

    Guerriero to head marketing for life & annuity; Williams will head reinsurance

    Security Mutual Life Insurance Company of New York is pleased to announce that Ernest J. Guerriero, CLU®, ChFC®, CEBS®, CPCU®, CPC, CMS, AIF®, RICP®, CPFA, has joined the Company as Vice President, Marketing, and Timothy J. Williams, ACS®, FLMI®, AIAA, AIRC™, AAPA, ARA™, has joined the Company as Second Vice President, Reinsurance.
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  • William O’Neil and Scott Bakley Join Voys’s Advanced Planning Program
    William O’Neil and Scott Bakley Join Voys’s Advanced Planning Program

    To help advisors deliver financial planning to their clients

    Voya Financial announced today that its retail wealth management firm, Voya Financial Advisors, Inc. (VFA), has hired William O’Neil as Manager of Financial Planning for Retirement Services and Scott Bakley as a Financial Planner for Retirement Services. O’Neil and Bakley will join VFA to help advisors deliver financial planning to their clients, effective Oct. 1,…
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  • Chris Lau Appointed  Chief Distribution Officer at DPL
    Chris Lau Appointed Chief Distribution Officer at DPL

    Sales leader will advance growth, cultivate relationships and direct strategic partnerships for firm leading RIA move toward Commission-Free insurance

    DPL Financial Partners (“DPL”), the Commission-Free insurance network for registered investment advisors (“RIAs”), today announced that Chris Lau has joined the firm as Chief Distribution Officer, further rounding out its leadership team.
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  • John Straus Named to Forbes List of Top Next-Generation Financial Advisors in 2018
    John Straus Named to Forbes List of Top Next-Generation Financial Advisors in 2018

    UBS Private Wealth Advisor Recognized for his exceptional career in Financial Services

    UBS Financial Services Inc. announced today that John Straus, Jr. CFP®, a Private Wealth Advisor in the Firm’s New York Private Wealth office has been named to Forbes Magazine's List of 2018 Top Next-Generation Wealth Advisors. The list includes 1,000 talented advisors born in 1980 or later who represent the future of the wealth management…
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  • Marc Cosentino Appointed Pacific Northwest President at Northern Trust
    Marc Cosentino Appointed Pacific Northwest President at Northern Trust

    Responsible for the investment management, trust and estate planning, private and business banking, and financial consulting

    Northern Trust announced today that Marc Cosentino has been appointed President of Northern Trust Wealth Management – Pacific Northwest.
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  • Scott Sleyster, Ken Tanji Promoted At Prudential Financial
    Scott Sleyster, Ken Tanji Promoted At Prudential Financial

    Part of the company's leadership succession plan

    Prudential Financial, Inc. (NYSE:PRU) today announced that its Board of Directors has approved the appointment of Scott Sleyster to executive vice president and chief operating officer, International Businesses of Prudential, and Ken Tanji to executive vice president and chief financial officer. These appointments follow the Prudential leadership succession plan announced last week.
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  • Catherine Collinson Named an Influencer in Aging by PBS Next Avenue
    Catherine Collinson Named an Influencer in Aging by PBS Next Avenue

    Transamerica Institute CEO recognized as thought-leader in understanding aging

    Nonprofit Transamerica Institute® is proud to announce that CEO and president Catherine Collinson has been named an Influencer in Aging by PBS Next Avenue.
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  • Leadership Succession: Strangfeld To Retire At Pru
    Leadership Succession: Strangfeld To Retire At Pru

    Charles Lowrey appointed CEO and Chairman-Elect; Robert Falzon to succeed Mark Grier as Vice Chairman

    Prudential Financial, Inc. (NYSE:PRU) today announced that its Board of Directors has appointed Charles Lowrey as the company’s next CEO and member of the Board, effective December 1, 2018.
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  • Paul McLean Named VP Operations for Starmount Dental and Vision
    Paul McLean Named VP Operations for Starmount Dental and Vision

    To focus on top-line growth

    Starmount, the dental and vision center of excellence for Unum Group (NYSE:UNM), has named Paul McLean as vice president of operations.
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  • Faisa Stafford Named President of Life Happens
    Faisa Stafford Named President of Life Happens

    Long-time industry and Life Happens veteran to lead the nonprofit as it expands its reach, offering innovative technology solutions for the insurance industry

    The nonprofit Life Happens is pleased to announce the promotion of Faisa Stafford to president of the organization, effective Jan. 1, 2019. Stafford, the current COO and CFO, will continue putting her talents to work by leading the only not-for-profit organization in the insurance industry that is dedicated to educating Americans about the importance of…
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  • Cynthia Tidwell Named a Most Influential Women by CEO Connection
    Cynthia Tidwell Named a Most Influential Women by CEO Connection

    Royal Neighbors of America’s CEO joins a prestigious group of leaders

    Cynthia Tidwell, President and CEO of Royal Neighbors of America, a Rock Island, Illinois-based life insurer, has been named to the list of the 25 Most Influential Women by CEO Connection.
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  • Trinity Parker Named SVP, Marketing, Communications and Public Affairs at Symetra
    Trinity Parker Named SVP, Marketing, Communications and Public Affairs at Symetra
    Symetra Life Insurance Company, a national provider of employee benefits, annuities and life insurance, today announced that Trinity Parker has joined the company as senior vice president, Marketing, Communications and Public Affairs.
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  • Chuck Kaiser Joins Monarch Private Capital
    Chuck Kaiser Joins Monarch Private Capital

    As Managing Director, will develop and maintain relationships with institutional investors

    Monarch Private Capital (MPC) a national leader in the development, financing, and asset management of a diverse portfolio of projects that generate federal and state tax credits, is pleased to announce that Chuck Kaiser has joined the company as Managing Director of Financial Investments and PACE.
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  • Nathan Creviston Joins Capital Advisors, Ltd. as Wealth Management Analyst
    Nathan Creviston Joins Capital Advisors, Ltd. as Wealth Management Analyst

    To focus on comprehensive client case management

    Capital Advisors, Ltd., a prominent wealth management firm, announced the addition of Nathan Creviston, CFP®, ChFC®, RICP® to its team as Wealth Management Analyst.
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  • Jamie Ohl and Dick Mucci Promoted to Senior Leadership Positions at Lincoln
    Jamie Ohl and Dick Mucci Promoted to Senior Leadership Positions at Lincoln

    Have led their respective businesses to strong results and growth

    Lincoln Financial Group (NYSE: LNC) announced today that Jamie Ohl and Dick Mucci, who lead the company’s Retirement Plan Services and Group Benefits businesses respectively, have been promoted to Executive Vice President and are now members of the company’s Senior Management Committee.
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