Names

  • Daniel Palermino Appointed VP Sales for Voya’s Employee Benefits
    Daniel Palermino Appointed VP Sales for Voya’s Employee Benefits

    To lead Executive Regional Managers (ERMs) in new sales, retention and re-enrollment

    Voya Financial, Inc. (NYSE: VOYA) announced today it has appointed Daniel Palermino as vice president, Sales, for the company’s Employee Benefits business, effective April 23.
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  • Carolyn Johnson Elected 2018 Board Chair, LIMRA LOMA Secure Retirement Institute
    Carolyn Johnson Elected 2018 Board Chair, LIMRA LOMA Secure Retirement Institute

    Steve Patterson of Fidelity Investments elected vice chair

    Last week at the Retirement Industry Conference, the LIMRA LOMA Secure Retirement Institute (LIMRA LOMA SRI) Board of Directors elected Carolyn Johnson to be the new chair in 2018. She previously served as the vice chair and is succeeding Bill Anderson of American Funds. The new vice chair will be Steve Patterson of Fidelity Investments.
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  • Patrick Murphy Named CEO Of John Hancock Retirement Plan Services
    Patrick Murphy Named CEO Of John Hancock Retirement Plan Services

    Industry Veteran Steps into New Role to Further Accelerate Growth of Retirement Business

    Patrick Murphy has been named Chief Executive Officer, John Hancock Retirement Plan Services (JHRPS), part of John Hancock, the U.S. division of Toronto-based Manulife.
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  • Lisa Detanna Named to Forbes’ List of Best-In-State Wealth Advisors
    Lisa Detanna Named to Forbes’ List of Best-In-State Wealth Advisors

    Criteria encompasses revenue trends, assets under management, compliance records, industry experience and best practices

    Lisa Detanna, AIF® Senior Vice President, Investments, Managing Director with Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors.
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  • Jeremy Freestone Named SVP, Medical Stop Loss at Symetra
    Jeremy Freestone Named SVP, Medical Stop Loss at Symetra

    To oversee the 'cornerstone of its Benefits Division'

    Symetra Life Insurance Company, a medical stop-loss pioneer and leading carrier for more than 40 years, today announced the promotion of Jeremy Freestone to senior vice president for its medical stop-loss insurance business.
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  • Patricia Schatzlein Smock Joins Boston’s Fiduciary Trust As VP and Trust Counsel
    Patricia Schatzlein Smock Joins Boston’s Fiduciary Trust As VP and Trust Counsel

    To focus on gift, estate, limited partnership and income tax matters

    Fiduciary Trust Company, an advisor and investment management firm for high-net-worth individuals and nonprofits, expanded its estate planning team with the addition of attorney Patricia Schatzlein Smock as Vice President and Trust Counsel.
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  • Gregory Meahl Named The Brian H. Early Frontline Excellence Award Winner
    Gregory Meahl Named The Brian H. Early Frontline Excellence Award Winner

    Nashville hosts GAMA's 18th annual  LAMP conference

    Gregory Meahl LUTCF, Managing Director at Baystate Financial was presented with The Brian H. Early Frontline Excellence Award at GAMA International’s Celebration of Excellence Awards Banquet at LAMP ’18 in Nashville, Tennessee.
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  • Cathy Weatherford, IRI President & CEO, Announces Retirement
    Cathy Weatherford, IRI President & CEO, Announces Retirement

    Search Committee Formed for Recruitment

    2018 will be my tenth year at IRI and I am looking forward to setting IRI on the track for another twenty five years of being the first-call association for the retirement income industry
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  • Tony Agentowicz Named Voya’s VP Institutional Clients
    Tony Agentowicz Named Voya’s VP Institutional Clients

    Voya Increases Talent in the Northeast

    Voya Retirement has recently hired Tony Agentowicz as the Vice President of Institutional Clients for the company’s Tax Exempt Market business.
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  • Sheryl J. Moore Accepted into Forbes Finance Council
    Sheryl J. Moore Accepted into Forbes Finance Council

    Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms

    Sheryl J. Moore, President and CEO of Wink, Inc., the life insurance industry’s most dynamic market research firm, has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms.
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  • Sharon Duncan Named To ‘400 Top Financial Advisors’
    Sharon Duncan Named To ‘400 Top Financial Advisors’

    Selah Financial Services founder created the Retiring FITT System

    elah Financial Services, a Financial Advisor firm in the greater Houston, TX area announces that its Founder and creator of the Retiring FITT System™, Sharon Duncan, CFP®, AIF®, MBA, has been named to the Financial Times 400 Top Financial Advisers list for 2018.
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  • Lin Meng Named 2VP and Associate Actuary At The Standard
    Lin Meng Named 2VP and Associate Actuary At The Standard

    To manage actuarial oversight of pricing and financial reporting

    Standard Insurance Company (The Standard) has named Lin Meng second vice president and associate actuary. Meng joins The Standard with more than 13 years of actuarial experience.
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  • Jacqueline Jordan Named Regional Director at Northern Trust
    Jacqueline Jordan Named Regional Director at Northern Trust

    To lead Foundation & Institutional Advisors Practice in Southeast

    Northern Trust announced today the addition of Jacqueline “Jackie” Jordan to the Foundation & Institutional Advisors (FIA) practice as a Regional Director. Jackie is based in Miami, Florida, and is part of the firm’s continued commitment to growing and serving our foundation, endowment and nonprofit clients in the Southeast markets.
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  • Matt Eyles Named President and CEO of America’s Health Insurance Plans
    Matt Eyles Named President and CEO of America’s Health Insurance Plans

    Pledges 'more affordable choices and higher quality for every American'

    After a thorough search and thoughtful succession planning process, the AHIP Board of Directors voted unanimously in yesterday’s meeting to appoint Matt Eyles AHIP’s new president and CEO of America’s Health Insurance Plans...
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  • Lisa (Bodine) Policare Named Among America’s Top Financial Advisors
    Lisa (Bodine) Policare Named Among America’s Top Financial Advisors

    Forbes: Advisors chosen based on years-in-business, experience & community involvement

    Lisa (Bodine) Policare, an independent financial advisor at Penn Wealth Planning in New Hope, PA, was recently recognized by Forbes as one of the 2018 Best-In-State Wealth Advisors.
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  • Sally Jewell Appointed to Symetra Financial Board of Directors
    Sally Jewell Appointed to Symetra Financial Board of Directors

    Former U.S Secretary of Interior under Obama

    Symetra Financial Corporation today announced the appointment of former U.S. Secretary of the Interior Sally Jewell to its board of directors.
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  • Mark F. Muething Named President of Great American Insurance Group’s Annuity Operations
    Mark F. Muething Named President of Great American Insurance Group’s Annuity Operations

    Culminating a 25-year tenure with the conpany

    Great American Insurance Group is pleased to announce that Mark F. Muething has been named President of its Annuity Group. In addition to this new role, Mr. Muething will continue to serve as Chief Operating Officer and General Counsel for Great American’s Annuity Group.
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  • Bill Richardson Named SVP, Business Development at C2P Advisory Group
    Bill Richardson Named SVP, Business Development at C2P Advisory Group

    Will also lead business development initiatives at sister company, Prosperity Capital Advisors

    C2P Advisory Group, a fiduciary-friendly insurance marketing organization (IMO), announced today that Bill Richardson has been named Senior Vice President of Business Development for the IMO, as well as its sister company, Prosperity Capital Advisors, an SEC registered investment adviser.
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  • Ian Forrest Joins New York Life As CMO
    Ian Forrest Joins New York Life As CMO

    To manage the company's US, global marketing strategy

    New York Life Investment Management (NYLIM) announced today that Ian Forrest has joined the company as global chief marketing officer.
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  • Angelia Holthaus, Pearse McCormack Promoted at W&S Financial
    Angelia Holthaus, Pearse McCormack Promoted at W&S Financial

     Supporting sales and relationship management

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, has made two key management appointments.
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  • Edward Butler Joins RDM As Executive Director
    Edward Butler Joins RDM As Executive Director

    Brings a completely client-focused, ‘do whatever is right approach’

    RDM Financial Group at HighTower (RDM), an investment advisory firm with offices in New York, NY, Boca Raton, FL, and Westport, CT, is delighted to announce the expansion of RDM with the addition of Edward Butler to the firm. As of December 6, 2017, Butler joined the firm as Executive Director of the New York…
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