Names

  • Reggie Tucker Appointed As Managing Director By Manhattan West
    Reggie Tucker Appointed As Managing Director By Manhattan West

    Mr. Tucker joins the next-gen investment firm to build out venture capital investment strategy

    Manhattan West, a modern investment company with a vertically integrated platform of in-house services and investments, is pleased to welcome Reginald “Reggie” Tucker to the Venture Capital team as Managing Director.
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  • Miguel Reyes Appointed As New Head Of Marketing & Branding By Insigneo
    Miguel Reyes Appointed As New Head Of Marketing & Branding By Insigneo

    Responsible for leading the global firm’s marketing and branding strategy, communications, and innovation initiatives

    Insigneo, the Miami-based Broker-Dealer and Registered Investment Advisory firm, has officially appointed Miguel Reyes as its new Head of Marketing and Branding.
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  • Rick Fernandez Appointed As President Of The Washington, D.C. Market By Northern Trust
    Rick Fernandez Appointed As President Of The Washington, D.C. Market By Northern Trust

    Responsible for leading his team in the delivery of holistic advice, superior client service and the pursuit of building on the accelerated growth of the wealth management business in the region

    Northern Trust has appointed Rick Fernandez as president of the Washington, D.C. market and a member of the Mid-Atlantic Region Leadership Team. Fernandez will oversee the wealth management business in the Washington region including Virginia and Maryland.
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  • Barbara Wenig Joins Principal Financial
    Barbara Wenig Joins Principal Financial

    Industry veteran will lead new global platforms unit to accelerate growth of asset management business

    Principal Financial Group® announced today that Barbara Wenig has joined its global asset management business, Principal Global Investors®, as executive director of global operations and platforms experience.
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  • Peter Reynolds Joins Treliant As Senior Advisor
    Peter Reynolds Joins Treliant As Senior Advisor

    Brings expertise across risk, compliance and crisis management

    Peter Reynolds has joined Treliant as Senior Advisor. He is a seasoned financial services executive with expertise across risk, compliance, and crisis management in global banking and FinTech operations.
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  • Rachelle Morris To Lead Crestone Capital’s New Salt Lake City Office
    Rachelle Morris To Lead Crestone Capital’s New Salt Lake City Office

    Crestone continues their national expansion

    Crestone Capital LLC, a top-ranked wealth management firm that provides services to an exclusive network of entrepreneurs, business owners and their families, today announced that it has opened an office in Salt Lake City. This follows last month's office opening in Los Angeles, and is part of Crestone's western United States expansion.
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  • David P. Hollander Appointed To Northwestern Mutual Board Of Trustees
    David P. Hollander Appointed To Northwestern Mutual Board Of Trustees

    Bringing four decades of experience in the insurance, technology and technical services industries

    Northwestern Mutual, a leading financial security company, announced today that David P. Hollander has been appointed to serve on its Board of Trustees. Hollander is a global business leader and former CEO with nearly four decades of experience in the insurance, technology and technical services industries.
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  • Bryan Pinsky & Tim Heslin Both Appointed As President By AIG
    Bryan Pinsky & Tim Heslin Both Appointed As President By AIG

    Bryan Pinsky President of Individual Retirement and Tim Heslin President of US Life Insurance

    AIG Life & Retirement, a division of American International Group, Inc. (NYSE: AIG), today announced that Bryan Pinsky has been named President, Individual Retirement and Tim Heslin has been named President, US Life Insurance.
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  • Craig Deep & Michael Estep Both Appointed As New Vice Presidents By Symetra
    Craig Deep & Michael Estep Both Appointed As New Vice Presidents By Symetra

    Craig Deep named VP, Life, Disability and Voluntary Underwriting, and Michael Estep named VP, Voluntary Practice Lead

    Symetra Life Insurance Company today announced the appointments of two new vice presidents to its group Benefits Division: Craig Deep joins Symetra as vice president, Life, Disability and Voluntary Underwriting, and Michael Estep joins the company as vice president, Voluntary Practice Lead. Both executives report to Lisa Marecki, senior vice president of Symetra’s Life and…
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  • Ellen Cooper To Be Appointed As President & CEO
    Ellen Cooper To Be Appointed As President & CEO

    Dennis Glass to transition to board chair

    Lincoln Financial Group (NYSE: LNC) today announced that Dennis R. Glass, president and CEO, will transition roles following the 2022 Annual Meeting of Shareholders planned for next May, becoming the chairman of the board. Ellen G. Cooper, currently executive vice president, chief investment officer, head of Enterprise Risk and the Annuity Solutions group, will succeed…
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  • Darryl Button Named President & CEO Of Pacific Life
    Darryl Button Named President & CEO Of Pacific Life

    Jim Morris to retire April 1, 2022

    Pacific Life Insurance Company announced today that Darryl Button has been named CEO-Elect and will become president and CEO of Pacific Life, succeeding Chairman, President and CEO Jim Morris, on April 1, 2022, upon Mr. Morris’ retirement. Mr. Button, currently the company’s chief financial officer, will be only the 15th chief executive in Pacific Life’s…
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  • Jon Patty Joins White Oak As Managing Director
    Jon Patty Joins White Oak As Managing Director

    Responsible for leading new ESG and Impact-oriented investment opportunities and strategies

    White Oak Global Advisors ("White Oak") is pleased to welcome Jon Patty as a Managing Director and a partner based in the San Francisco office. Mr. Patty joins White Oak’s Head of ESG & Impact, Terésa Cutter, and is responsible for leading new ESG and Impact-oriented investment opportunities and strategies, as well as working closely…
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  • David Schrock Hired By Jupiter Asset Management
    David Schrock Hired By Jupiter Asset Management

    Jupiter expands in US institutional market and globally with key hires

    Jupiter Asset Management announced today its expanded commitment to the US institutional market to meet rising institutional interest in its strategies. Following a strong initial response, the firm is growing its US effort with the hiring of David Schrock, as head of US Institutional.
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  • Jason Williams Joins The Independent Channel Of Ameriprise Financial, Inc
    Jason Williams Joins The Independent Channel Of Ameriprise Financial, Inc

    Strong client focus draws this advisor with nearly $200 million in client assets

    Financial advisor Jason Williams recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from BB&T Securities, LLC in Winchester, Virginia with nearly $200 million in client assets.
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  • Kelly Gay Appointed As Chief Marketing Officer By OneAmerica
    Kelly Gay Appointed As Chief Marketing Officer By OneAmerica

    Financial services industry marketing leader promoted for driving business growth and market visibility

    OneAmerica®, a national provider of insurance and financial services, has promoted Kelley Gay to chief marketing officer (CMO).
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  • Carrie Chelko Named Executive VP, Future General Counsel & Secretary By Jackson
    Carrie Chelko Named Executive VP, Future General Counsel & Secretary By Jackson

    Chelko succeeds Julia Goatley

    Jackson Financial Inc.[1] (Jackson®) today announced that industry veteran Carrie Chelko will join Jackson as an Executive Vice President on August 30, 2021, and will be based in the company’s corporate offices in Lansing, Michigan.
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  • Marnix van Stiphout Appointed COO, CTO, & Member Of The Management Board Banking By ING
    Marnix van Stiphout Appointed COO, CTO, & Member Of The Management Board Banking By ING

    Set to take up his position on 1 September 2021

    ING today announced the appointment of Marnix van Stiphout as chief operations officer and chief transformation officer (COO/CTO) and member of the Management Board Banking. Marnix takes up his position on 1 September 2021, succeeding Roel Louwhoff, who stepped down from the Management Board Banking on 1 August 2021.
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  • Lauren Drapeau Hired As New National Sales Director of Annuity Advisory Solutions By Proactive Life
    Lauren Drapeau Hired As New National Sales Director of Annuity Advisory Solutions By Proactive Life

    Responsible for leading efforts to deepen and enhance Protective’s Advisory business partnerships

    Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced the hiring of National Sales Director of Annuity Advisory Solutions, Lauren Drapeau. 
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  • Alex Kim Hired To Be VP Of Public Policy For Finseca
    Alex Kim Hired To Be VP Of Public Policy For Finseca

    Focusing on developing policy solutions that help more Americans achieve financial security

    Finseca announced today that Alex Kim, most recently with Equitable’s Advanced Markets Team, has been hired as vice president of public policy. Kim will focus his time on developing proactive solutions to some of the chief policy challenges plaguing the profession and the clients it serves, particularly as it relates to closing the life insurance…
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  • Eugene Weissberger Joins Mesirow Investment Banking As A Managing Director
    Eugene Weissberger Joins Mesirow Investment Banking As A Managing Director

    Responsible for launching debt advisory practice

    Mesirow, an independent, employee-owned financial services firm, today announced that Eugene Weissberger has joined Mesirow Investment Banking as a Managing Director. Leveraging his long-standing relationships and 15 years of experience in the credit markets, Eugene will focus on developing the team's debt advisory practice.
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  • Joyce Huang Of American Century Investments Receives Rising Star Award From Nicsa
    Joyce Huang Of American Century Investments Receives Rising Star Award From Nicsa

    For her commitment to diversity, equity, and inclusion

    American Century Investments Vice President, Senior Client Portfolio Manager Joyce Huang was recognized as a Rising Star by the National Investment Company Service Association (Nicsa). Nicsa's Diversity Project North America (DPNA) provides mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset management industry.
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