Names

  • Jim Garabedian Named Managing Director of Lakeshore Wealth Strategies
    Jim Garabedian Named Managing Director of Lakeshore Wealth Strategies

    Driving strategic growth and retention for Penn Mutual's Chicago Agency

    The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Jim Garabedian as the new managing director of its Chicago agency, Lakeshore Wealth Strategies.
    read more
  • Andrew McMahon Named President at Guardian
    Andrew McMahon Named President at Guardian

    Brings a 'history of innovation and leadership'

    The Guardian Life Insurance Company of America announced today that Andrew McMahon, an industry veteran and head of the company’s largest business, has been elected President by its Board of Directors. 
    read more
  • Angela Vlach Named CEO of Financial Advocates
    Angela Vlach Named CEO of Financial Advocates

    A 'passing of the torch' that has been in process over the past several years

    Financial Advocates today announced that Angela Vlach has been appointed Chief Executive Officer and LPL Branch Office Manager effective November 2019. Vlach has served as the firm's President and Chief Operations Officer since 2009.
    read more
  • Kurt Shallow Named SVP, Agency and Advisor Distribution for Ameritas
    Kurt Shallow Named SVP, Agency and Advisor Distribution for Ameritas

    To execute the company's wealth and management strategy

    Ameritas Chair JoAnn Martin announced today Kurt Shallow as the senior vice president– agency and advisor distribution of Ameritas Life Insurance Corp. and president of Ameritas Investment Corp.
    read more
  • Maureen Kerrigan Receives RBC Gail Winslow Award
    Maureen Kerrigan Receives RBC Gail Winslow Award

    Providence advisor recognized at WAFA conference

    RBC Wealth Management’s Maureen Kerrigan, financial advisor in the Providence, R.I. branch, recently received the firm’s 2019 Gail Winslow Award. The honor recognizes women at the firm who demonstrate exemplary efforts to help attract, support and retain women clients and financial advisors.
    read more
  • D. Joeff Williams New President of American Academy of Actuaries
    D. Joeff Williams New President of American Academy of Actuaries

    Succeeds Shawna Ackerman

    D. Joeff Williams of Winston-Salem, N.C., began his term as president of the American Academy of Actuaries today, succeeding 2018–19 Academy President Shawna Ackerman.
    read more
  • Shelley Leibowitz Named to Mass Mutual Board Of Directors
    Shelley Leibowitz Named to Mass Mutual Board Of Directors

    Brings a proven track record on digital technology strategy, cybersecurity and risk management

    Massachusetts Mutual Life Insurance Company (MassMutual) announced today it has elected Shelley Leibowitz, former World Bank and Morgan Stanley Chief Information Officer, to its Board of Directors, effective October 7, 2019.
    read more
  • David Braun Joins Insurance Designers of America
    David Braun Joins Insurance Designers of America

    To lead Institutional Strategy

    To lead Institutional Strategy AUGUSTA, Ga., Oct. 31, 2019 /PRNewswire/ — Insurance Designers of America, LLC (IDA) announced today that David R. Braun, CLU has joined the firm as Senior Vice President-Institutional Markets. In his new role, Braun will be responsible for working with all IDA partners in furthering life, disability, and long-term care insurance sales…
    read more
  • David Ray Named SVP, Market Management at AIG
    David Ray Named SVP, Market Management at AIG

    To focus on strategy and growth in all key retirement plan markets

    AIG Retirement Services (formerly VALIC), a leading defined contribution retirement plan provider for tax-exempt and public sector employers, has appointed industry veteran David Ray as Senior Vice President, Head of Market Management.
    read more
  • Taylor Booth Joins Voya’s Corporate Market Division
    Taylor Booth Joins Voya’s Corporate Market Division

    To build distribution relationships in the 401(k0 market

    Voya Retirement has recently hired Taylor Booth as an Account Executive for the company’s Large Corporate Market business. In this role, Booth is responsible for generating new business and building key distribution relationships in the Mid-Western United States.
    read more
  • Roger Vierra Named to Financial Times Top 401 Retirement Advisors
    Roger Vierra Named to Financial Times Top 401 Retirement Advisors

    UBS VP recognized for an exceptional career in Financial Services

    UBS announced today that Roger Vierra, a Financial Advisor in the Firm’s South Shore office has been named to the Financial Times 401 Top Retirement Advisors, listed on www.FinancialTimes.com. Roger is Senior Vice President –Investments for The Vierra Group at UBS Financial Services, Inc.
    read more
  • Teresa M. Fitzgerald To Lead Lakeshore Wealth Strategies
    Teresa M. Fitzgerald To Lead Lakeshore Wealth Strategies

    Named managing partner of Penn Mutual's Chicago agency

    The Penn Mutual Life Insurance Company (Penn Mutual) is pleased to announce Teresa M. Fitzgerald as the new managing partner of Lakeshore Wealth Strategies, its Chicago agency. With a background in strategic market and business development, Fitzgerald is in prime position to lead the agency toward optimal growth.
    read more
  • John Panagakis Named CEO at AIG’s First Principles Capital Management
    John Panagakis Named CEO at AIG’s First Principles Capital Management

    Brings an extensive track record in all aspects of asset management and distribution

    American International Group, Inc. (NYSE: AIG) today announced that John Panagakis has been elected as Chief Executive Officer, First Principles Capital Management, LLC (FPCM), the unit of AIG Investments that serves institutional clients with expertise across the global fixed income securities and derivatives markets, effective today.
    read more
  • Joseph “Trey” Loughran Appointed CEO of Purchasing Power
    Joseph “Trey” Loughran Appointed CEO of Purchasing Power
    Purchasing Power, LLC, a voluntary benefit company offering the leading employee purchasing program through the convenience of payroll deductions, today announced that Joseph (“Trey”) Loughran has been appointed as the company’s Chief Executive Officer.
    read more
  • Brian Cooke, Chris Cooke Named Among America’s Top Wealth by Forbes
    Brian Cooke, Chris Cooke Named Among America’s Top Wealth by Forbes

    Sanctuary Wealth board members among 250 recognized in the U.S.

    Sanctuary Wealth board members and esteemed financial advisors Chris and Brian Cooke were named among America’s Top Wealth Advisors by Forbes in its most recent ranking, published annually in partnership with Shook Research.
    read more
  • Alain Karaoglan Appointed  Senior Vice President at New York Life
    Alain Karaoglan Appointed Senior Vice President at New York Life

    To oversee strategic businesses within the company

    New York Life announced today that Alain Karaoglan has joined the company as Senior Vice President with oversight of a portfolio of strategic insurance businesses that includes Group Membership Association Division, Institutional Annuities, Institutional Life, New York Life Direct, and Seguros Monterrey New York Life.
    read more
  • Eric Feldstein Named EVP and CFO at New York Life
    Eric Feldstein Named EVP and CFO at New York Life

    To lead the company’s Finance organization

    New York Life announced today that Eric Feldstein has been named Executive Vice President and Chief Financial Officer (CFO), reporting to Chairman and Chief Executive Officer Ted Mathas.
    read more
  • Institutional Investment Veteran Karyn Williams Launches Hightree Advisors
    Institutional Investment Veteran Karyn Williams Launches Hightree Advisors

    Independent Consultancy Drives Improved Investment Outcomes for Institutional Clients

    Karyn Williams, Ph.D., a 20-year institutional investment industry veteran with vast experience as a chief investment officer, institutional consultant, and trustee, today announced the launch of Hightree Advisors, LLC, headquartered in Los Angeles.
    read more
  • Miglena Rogan Named VP of Underwriting at Symetra
    Miglena Rogan Named VP of Underwriting at Symetra

    Stop Loss The 'Cornerstone' of its benefits division

    Symetra Life Insurance Company, a leading medical stop loss carrier for more than 40 years, today announced that Miglena Rogan has joined the company as vice president, stop loss underwriting.
    read more
  • Laila Pence Named To Barron’s Hall Of Fame
    Laila Pence Named To Barron’s Hall Of Fame

    Consistently ranked among country's top financial advisors 0ver a 10-year period

    Pence Wealth Management ("the firm"), a Registered Investment Advisor (RIA) and one of the nation's leading private wealth management firms, announced today that President Laila Pence CFP®, an LPL Registered Principal, recently entered the Barron's Hall of Fame Advisors for consistently ranking among the nation's top financial advisors every year for the last 10 years.
    read more
  • Kristen Kimmell Appointed Head of Advisor Recruiting & Field Marketing for RBC
    Kristen Kimmell Appointed Head of Advisor Recruiting & Field Marketing for RBC

    Company 'ups the ante' on bringing women advisors into the business

    RBC Wealth Management—U.S. is pleased to announce that it has appointed Kristen Kimmell as Head of Advisor Recruiting & Field Marketing, making her one of few women to hold the top advisor recruiting role in the wealth management industry.
    read more