Names

  • Ashlea Jones Hired As A Financial Advisor & Market Leader By PCIA
    Ashlea Jones Hired As A Financial Advisor & Market Leader By PCIA

    Prime Capital Investment Advisors announce new leadership in Cedar Rapids office to strengthen local Iowa business

    Prime Capital Investment Advisors (PCIA) announces new leadership in its Cedar Rapids location and its continued commitment to this very important market. PCIA is adding Ashlea Jones as a financial advisor and market leader in Cedar Rapids to help build the firm's Iowa presence. Ashlea brings a track record of success and over a decade…
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  • Matthew Krouse Joins Opal Wealth Advisors As A Financial Advisor
    Matthew Krouse Joins Opal Wealth Advisors As A Financial Advisor

    Bringing more than 20 years of industry expertise to the firm

    Opal Wealth Advisors is pleased to announce that Matthew P. Krouse, AAMS® has joined as a financial advisor, bringing more than 20 years of industry expertise to the firm.
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  • Financial Advisor Scott Howell Joins LPL Financial & Gladstone Wealth Partners
    Financial Advisor Scott Howell Joins LPL Financial & Gladstone Wealth Partners

    Choosing to build his practice and serve his clients with a new independent model

    LPL Financial LLC (Nasdaq:LPLA) announced today that financial advisor Scott E. Howell CFP® has joined LPL Financial’s broker-dealer, corporate registered investment advisor (RIA) and custodial platforms, aligned with Gladstone Wealth Partners, a large enterprise on LPL’s hybrid RIA platform.
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  • Liana Magner Hired As Head Of Retirement & Institutional In The US By Natixis Investment Managers
    Liana Magner Hired As Head Of Retirement & Institutional In The US By Natixis Investment Managers

    To lead the continued growth of the Natixis Sustainable Future Funds

    Natixis Investment Managers (Natixis IM) today announced that Liana Magner has joined the firm as an Executive Vice President and Head of Retirement and Institutional in the US. She is a member of the US Executive Committee and reports to David Giunta, CEO of Natixis Investment Managers in the US. She joins the firm today…
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  • Craig DeSanto Named CEO-Elect Of New York Life
    Craig DeSanto Named CEO-Elect Of New York Life

    Succeeding Ted Mathas, who has served as CEO for nearly fourteen years

    New York Life, America's largest1 and most admired mutual life insurer, today announced that the company’s Board of Directors has named Craig DeSanto CEO-elect of New York Life. Mr. DeSanto, who is currently the company’s president, will succeed Ted Mathas, who has served as CEO for nearly fourteen years. Mr. DeSanto will assume the chief…
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  • Adele Taylor Named Senior VP & Lead of Corporate Strategy & Corporate Development By Franklin Resources, Inc.
    Adele Taylor Named Senior VP & Lead of Corporate Strategy & Corporate Development By Franklin Resources, Inc.

    Brought on to help Franklin realize the full potential of their firm and maximize the utility of their resources

    Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today announced the appointment of Adele Taylor as Senior Vice President and Lead of Corporate Strategy and Corporate Development. Taylor will be based in Franklin Templeton’s San Mateo, CA office and report to Matthew Nicholls, EVP and Chief Financial Officer. Taylor joined…
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  • Sarah Hartline Appointed Partner At Estate Planning & Elder Law Firm, Margolis & Bloom, LLP
    Sarah Hartline Appointed Partner At Estate Planning & Elder Law Firm, Margolis & Bloom, LLP

    In 2020 and 2021, she was selected by Super Lawyers as a "Rising Star" and additionally, was selected by Best Lawyers as "One to Watch" in 2021 and 2022

    Margolis & Bloom, an estate, special needs and long-term care planning law firm, is delighted to announce that Sarah Hartline has become a partner at the prestigious 35-year-old firm. Attorney Hartline has been an associate at the firm since 2013.
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  • Alexandra Kovalenko Appointed Head Of Northern Trust’s Swedish Branch
    Alexandra Kovalenko Appointed Head Of Northern Trust’s Swedish Branch

    Responsible for leading sales across the Nordic region

    Northern Trust Asset Management (NTAM), one of the world’s leading investment managers, has appointed Alexandra Kovalenko as head of its Swedish branch, with responsibility for leading sales across the Nordic region.
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  • Margaret Brandl Named Assistant VP & Actuary, Actuarial Governance & Risk Management By The Standard
    Margaret Brandl Named Assistant VP & Actuary, Actuarial Governance & Risk Management By The Standard

    Responsible for actuarial governance and risk management including the implementation of effective and agile actuarial and risk governance at all levels of the organization

    Standard Insurance Company (The Standard) announced today that Margaret Brandl has been named assistant vice president and actuary, Actuarial Governance and Risk Management.
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  • Robin Lenna Appointed To Security Mutual Board Of Directors
    Robin Lenna Appointed To Security Mutual Board Of Directors

    Brings significant experience with insurance and retirement issues

    Security Mutual Life Insurance Company of New York announced that insurance industry veteran Robin Lenna, Senior Vice President at Vitech Systems Group, a global provider of cloud-native benefit and investment administration software, has been appointed to its Board of Directors.
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  • One America Announces Three Leadership Appointments
    One America Announces Three Leadership Appointments

    Life division targets growth through distribution, recruitment & business development

    The Individual Life and Financial Services (ILFS) line of business at OneAmerica® is positioning the business for growth by making three key leadership appointments in distribution, recruiting and business development.
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  • Kaylee McCall Correa Named Managing Director Of Capital Markets By Elion Partners
    Kaylee McCall Correa Named Managing Director Of Capital Markets By Elion Partners

    She will assist with the firm’s strategic growth initiatives, further drive its commitment to ESG and DEI through her appointment to the firm’s ESG/DEI Steering Committee, and build meaningful, long-term relationships with institutional capital partners as a member of its Capital Markets team

    Elion Partners (Elion), a private equity real estate investment firm, today announced it has elevated Kaylee McCall Correa to Managing Director of Capital Markets, effective immediately.
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  • Suma V. Nair Named Chief Fiduciary Officer By Fiduciary Trust
    Suma V. Nair Named Chief Fiduciary Officer By Fiduciary Trust

    Nair will oversee the firm’s fiduciary services and lead the trust and estates legal department

    Fiduciary Trust Company (“Fiduciary”), a Boston-headquartered private wealth management firm, is pleased to announce that Suma V. Nair, JD, will be joining the firm as Chief Fiduciary Officer in January.
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  • David Nicolai Appointed Senior VP Of Sales By The FINEOS Corporation
    David Nicolai Appointed Senior VP Of Sales By The FINEOS Corporation

    David brings over 25 years of experience within the life, accident and health technology industry

    FINEOS Corporation (ASX:FCL) the leading core platform for life, accident and health insurance globally, today announces the appointment of David Nicolai as Senior Vice President of Sales.
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  • Maryellen Coggins Becomes President Of The American Academy Of Actuaries
    Maryellen Coggins Becomes President Of The American Academy Of Actuaries

    Coggins Succeeds 2020–21 President Tom Campbell

    Coggins Succeeds 2020–21 President Tom Campbell WASHINGTON—Maryellen Coggins of Boston, Mass., began a one-year term as president of the American Academy of Actuaries today, succeeding 2020–21 Academy President Thomas Campbell to lead the national professional association of more than 19,500 members. During the Academy’s presidential transition ceremony at the Academy’s 2021 Annual Meeting and Public…
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  • Carrie Hall Named New York Life’s 2022 Council President
    Carrie Hall Named New York Life’s 2022 Council President

    Bringing more than three decades of experience and passionate service to here new position

    New York Life today announced the appointment of Carrie Hall as its 2022 Council President, an honor afforded to the top-ranking agent among New York Life’s more than 12,000 financial professionals.
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  • Alexandra Piedrahita Hired By QED Investors To Grow U.K. Presence
    Alexandra Piedrahita Hired By QED Investors To Grow U.K. Presence

    Piedrahita expands QED’s London office, European reach

    QED Investors, a leading global venture capital firm focused on investing in disruptive financial services companies, today announced it has hired Alexandra (Ale) Piedrahita.
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  • Stephen Tisdalle Appointed Chief Brand & Demand Generation Officer By TIAA
    Stephen Tisdalle Appointed Chief Brand & Demand Generation Officer By TIAA

    Responsible for brand and advertising strategy and execution, creative services, paid and social media and all marketing for TIAA's institutional, wealth advisor and consumer channels

    TIAA, a leading provider of secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions, appointed Stephen Tisdalle to the newly created role of Chief Brand and Demand Generation Officer.
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  • Jack Woolnough Hired As Retirement Plans Regional Sales Director By The Standard
    Jack Woolnough Hired As Retirement Plans Regional Sales Director By The Standard

    Brings more than 12 years of experience in the payroll, retirement plan and benefits industry

    The Standard announced the hiring of Jack Woolnough as regional sales director for the central region of its Retirement Plans division.
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  • Neil Sprackling & Adrian Griggs To Lead LL Global Board Of Directors In 2022
    Neil Sprackling & Adrian Griggs To Lead LL Global Board Of Directors In 2022

    LL Global also adds six new industry leaders to their board

    At the 2021 LIMRA Annual conference today, LL Global, the parent company of LIMRA, LOMA and Secure Retirement Institute (SRI), announced Neil Sprackling, president U.S. life and health, Swiss Re America Holding Corporation, will remain chair of the LL Global board of directors in 2022.
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  • Karen Sugihara Named Regional Fiduciary Manager By BNY Mellon
    Karen Sugihara Named Regional Fiduciary Manager By BNY Mellon

    Karen brings three decades of trust and estates experience in private banking, fintech, legal research and law practice to the role

    BNY Mellon Wealth Management named Karen Sugihara as regional fiduciary manager. In this role, she will lead the fiduciary business for California, as well as manage the delivery and fiduciary oversight of advisory-based services to clients. Karen is based in San Francisco and reports to Robert Kricena, president, West Region.
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