Names

  • Ali Dang Joins Buffington Mohr McNeal’s Advisory Team
    Ali Dang Joins Buffington Mohr McNeal’s Advisory Team

    Former JP Morgan Vice President and Portfolio Manager moves from New York City to Boise to advise private clients

    Buffington Mohr McNeal, an Idaho based Wealth Management Firm, welcomes Ali Dang, CFA as their newest Portfolio Manager and Wealth Management Advisor to start on March 13, 2023. Ali was formerly a Fixed Income Portfolio Manager with J.P. Morgan in their New York and London locations.
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  • Heather Deichler Named Head Of Group Benefit Product And Underwriting By Lincoln Financial
    Heather Deichler Named Head Of Group Benefit Product And Underwriting By Lincoln Financial

    Deichler’s extensive business knowledge and industry experience will help build on past success and drive strategic direction

    Lincoln Financial Group (NYSE: LNC) announced today that Heather Deichler has been named senior vice president, Group Benefit Product and Underwriting within the company’s Workplace Solutions business.
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  • John Moody Appointed As Regional Sales Director Boston Mutual Life
    John Moody Appointed As Regional Sales Director Boston Mutual Life

    Moody will oversee sales as a Regional Sales Director in the national life insurance carrier's North Florida region

    Boston Mutual Life Insurance Company, a national provider of insurance solutions for individuals and at the workplace, today announced the appointment of John Moody as Regional Sales Director in its Distribution and Business Development department. Moody will oversee workplace sales in the North Florida region for the life insurance carrier.
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  • Nick Lalonde Joins LPL Financial & Launches Independent Practice
    Nick Lalonde Joins LPL Financial & Launches Independent Practice

    Lalonde reported having served approximately $200 million in advisory, brokerage and retirement plan assets*, and joins LPL from Edward Jones

    LPL Financial LLC announced today that financial advisor Nick Lalonde CFP®, CEPA®, has launched an independent practice and joined LPL Financial’s broker-dealer, RIA and custodial platforms. 
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  • Scott Glasson Joins LPL’s Employee Advisor Channel, Linsco By LPL Financial
    Scott Glasson Joins LPL’s Employee Advisor Channel, Linsco By LPL Financial

    Glasson will have an office in the Linsco suite of LPL’s San Diego campus

    LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Scott Glasson has joined LPL’s employee advisor channel, Linsco by LPL Financial (“Linsco”), to launch his practice, Glasson Financial Powered by LPL Financial.
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  • Brooks Tingle Appointed President & CEO Of John Hancock In Leadership Succession Plan
    Brooks Tingle Appointed President & CEO Of John Hancock In Leadership Succession Plan

    Marianne Harrison to retire after twenty distinguished years at Manulife and five as President and CEO of John Hancock

    Today, John Hancock, a unit of Manulife (NYSE: MFC), announced that Marianne Harrison has decided to retire after twenty distinguished years with the company and that Brooks Tingle will become President and CEO of John Hancock, effective April 1st, 2023.
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  • Anthony Spencer Appointed New Regional Sales Director By Boston Mutual
    Anthony Spencer Appointed New Regional Sales Director By Boston Mutual

    Spencer will oversee sales in the national life insurance carrier's Georgia region

    Boston Mutual Life Insurance Company, a national provider of insurance solutions for individuals and at the workplace, today announced the appointment of Anthony Spencer as Regional Sales Director in its Distribution and Business Development department. Spencer will oversee workplace sales in the Georgia region for the life insurance carrier.
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  • Eric Gallinger Joins LPL Financial, Stratos Wealth To Launch Independent Firm
    Eric Gallinger Joins LPL Financial, Stratos Wealth To Launch Independent Firm

    Gallinger reported having served $300 million in advisory, brokerage and retirement plan assets.*

    LPL Financial LLC (Nasdaq: LPLA) announced today that financial advisor Eric Gallinger has joined LPL Financial and is aligned with Stratos Wealth Partners, a large RIA aligned with LPL. He joins from Merrill Lynch.
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  • Sandi Tillotson Appointed To Chief Compliance Officer By New York Life
    Sandi Tillotson Appointed To Chief Compliance Officer By New York Life

    Ms. Tillotson succeeds Sara Badler who retired at the end of 2022

    New York Life, America's largest mutual life insurer, today announced the appointment of Senior Vice President Sandi Tillotson to Chief Compliance Officer.
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  • Matt Hamann Selected By WealthVest To Lead Their Distribution Of Aspida’s WealthLockSM Annuities
    Matt Hamann Selected By WealthVest To Lead Their Distribution Of Aspida’s WealthLockSM Annuities

    Hamann’s extensive knowledge of sales distribution, go-to-market strategies and advisor marketing will provide crucial support and direction to WealthVest’s internal and external wholesaling team representing Aspida

    WealthVest, a leading independent distributor of annuities and structured note solutions to financial institutions, announced today they have named Matt Hamann, a senior veteran in the industry, as their first, dedicated national sales manager representing Aspida, a tech-leading and agile annuity company.
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  • Tara Latini Selected By TIAA To Head Wealth Distribution
    Tara Latini Selected By TIAA To Head Wealth Distribution

    Additional leaders named to key roles in Wealth unit

    TIAA has named Tara Latini to serve as Executive Vice President and Head of Wealth Distribution for the firm’s Wealth Management business. The financial services executive, whose career has spanned more than three decades, will be responsible for leading the client-facing wealth management team.
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  • Jeh Johnson Named To MetLife’s Board of Directors
    Jeh Johnson Named To MetLife’s Board of Directors

    Jeh and the rest of the board will continue to focus on delivering for MetLife’s stakeholders

    MetLife, Inc. (NYSE: MET) today announced that Jeh Charles Johnson was elected to its board of directors, effective immediately.
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  • Eric Partlan Becomes Chief Investment Officer Of MassMutual
    Eric Partlan Becomes Chief Investment Officer Of MassMutual

    Tim Corbett to retire after 12 years with the company

    Massachusetts Mutual Life Insurance Company (MassMutual) today announced that Tim Corbett, chief investment officer, will retire after successfully leading the company’s investment strategy and overseeing its General Investment Account (GIA) for the past 12 years. Eric Partlan, head of portfolio management, will succeed Corbett, effective March 1, 2023.
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  • Chase Wickenheiser Joins Magnus Financial Group As An Associate
    Chase Wickenheiser Joins Magnus Financial Group As An Associate

    Prior to joining Magnus, Chase had been an Associate at Modus Park Associates since 2020

    Magnus Financial Group LLC ("Magnus") is pleased to announce that Chase Wickenheiser has joined the firm as an Associate.
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  • Zara Mirza Named Chief Brand Officer By TIAA 
    Zara Mirza Named Chief Brand Officer By TIAA 

    Mirza will lead the brand strategy, brand marketing, creative and corporate social responsibility teams for TIAA and Nuveen

    TIAA, a leading provider of secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions, has named Zara Mirza as Chief Brand Officer. She joins TIAA on March 6th and will report to TIAA’s Chief Marketing and Communications Officer, Micky Onvural.
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  • George Mattson Named President By Star Mountain Capital
    George Mattson Named President By Star Mountain Capital

    Former Goldman Sachs partner appointed to newly created role to help drive continued growth and performance

    Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing specialized investment company with approximately $3.5 billion in assets under management focused exclusively on investing in established, private small and medium-sized North American businesses (the “lower middle-market”), is pleased to announce that George Mattson has joined as President.
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  • Nikè Anani Appointed Director Of Next Gen Advisory By Northern Trust
    Nikè Anani Appointed Director Of Next Gen Advisory By Northern Trust

    This newly created role is designed to accelerate the delivery of outstanding client service to the rising generation navigating wealth matters

    Northern Trust has appointed Nikè Anani Director of Next Gen Advisory for Northern Trust Wealth Management.
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  • Carlos J. Arrizurieta Appointed President of Northeast Region By Northern Trust
    Carlos J. Arrizurieta Appointed President of Northeast Region By Northern Trust

    Arrizurieta will be responsible for leading multi-disciplinary Wealth Advisory teams in the delivery of holistic advice and outstanding client service in the New York City, Greenwich, and Boston markets

    Northern Trust has appointed Carlos J. Arrizurieta President of the Northeast Region, where he will be responsible for leading multi-disciplinary Wealth Advisory teams in the delivery of holistic advice and outstanding client service in the New York City, Greenwich, and Boston markets.
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  • Christen White Appointed New Head Of Group Benefit Claims By Lincoln Financial
    Christen White Appointed New Head Of Group Benefit Claims By Lincoln Financial

    Christen joins the company from MetLife, bringing more than two decades of leadership and industry experience

    Lincoln Financial Group (NYSE: LNC) announced today that Christen White has joined as senior vice president, Group Benefit Claims.
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  • Gregory Irizarry Appointed Senior Managing Director By Northern Trust
    Gregory Irizarry Appointed Senior Managing Director By Northern Trust

    Irizarry will lead a team of seasoned multi-disciplinary professionals focused on serving ultra-high net worth individuals and families in the South Florida market

    Northern Trust has appointed Gregory Irizarry Senior Managing Director in the Miami office. 
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  • Ian Lynagh Appointed CFO By FINEOS Corporation
    Ian Lynagh Appointed CFO By FINEOS Corporation

    Lynagh is responsible for overseeing all financial operations throughout the company, including investor relations, financial statutory and management reporting, audit, compliance, commercial management, and legal/contractual requirements

    FINEOS Corporation today announced the appointment of Ian Lynagh as Chief Financial Officer.
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