Names

  • Michael Dolaher Joins Security Benefit As Financial Institutions Director
    Michael Dolaher Joins Security Benefit As Financial Institutions Director

    Industry veteran brings nearly three decades of insurance, investment, and financial technology product expertise to the firm’s National Accounts Team

    Security Benefit, a leading provider of retirement planning products and solutions, today announced that Michael Dolaher has joined as Director, Financial Institutions.
    read more
  • Michael J. Andersen Joins Choice Financial Group As President And COO
    Michael J. Andersen Joins Choice Financial Group As President And COO

    Andersen will concentrate on accelerating the Company's organic growth and integrating new partner agencies as Choice expands

    Choice Financial Group ("Choice" or the "Company") announced today that Michael J. Andersen joined its team as President and Chief Operating Officer.
    read more
  • RBC Wealth Management Hires Father-Son Team In Florida
    RBC Wealth Management Hires Father-Son Team In Florida

    The Lansat Wealth Management Group has a passion for helping families pursue their wealth management, social and legacy aspirations

    RBC Wealth Management has welcomed a father-son financial advisor team to its Palm Beach Gardens office from Merrill Lynch.
    read more
  • Robert Petrocelli Named Chair Of New York Life’s 2022-2023 Agent Advisory Board Of Directors
    Robert Petrocelli Named Chair Of New York Life’s 2022-2023 Agent Advisory Board Of Directors

    Each year, the highest producing former Council President is named the Chair of this distinguished group of agents

    Robert Petrocelli has once again been named as the Chair of New York Life’s 2022-2023 Agent Advisory Board of Directors (ABD).
    read more
  • Matthew Boersen Elected 2023 CFP Board Chair-Elect
    Matthew Boersen Elected 2023 CFP Board Chair-Elect

    Boersen to be youngest chair in history of CFP Board

    The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has elected Matthew Boersen, CFP® as its 2023 Board chair-elect.
    read more
  • Brian Lauber Named SVP Of Disability At Ash Brokerage
    Brian Lauber Named SVP Of Disability At Ash Brokerage

    Unlocking new opportunities for DI sales

    Ash Brokerage LLC ("Ash"), a leading distributor of life, long-term care, disability and retirement solutions, announced the addition of Brian Lauber, CLU, ChFC, as Senior Vice President of Disability Insurance.
    read more
  • Wealth Manager David Loeb Joins First Republic In Florida
    Wealth Manager David Loeb Joins First Republic In Florida

    Loeb will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations

    First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that David Loeb has joined First Republic Investment Management. Loeb was named Managing Director and Wealth Manager.
    read more
  • Bart Catmull Joins Security Mutual To Lead Strategic Initiatives
    Bart Catmull Joins Security Mutual To Lead Strategic Initiatives

    Security Mutual Life bolsters executive ranks

    Longtime insurance industry veteran Bart Catmull has joined Security Mutual Life Insurance Company of New York (SML) as Executive Vice President, Chief Administration Officer, Chief Strategy and Risk Officer.
    read more
  • Chris Wei Appointed Executive VP And Chief Client And Innovation Officer By Sun Life
    Chris Wei Appointed Executive VP And Chief Client And Innovation Officer By Sun Life

    In this newly created role, Wei will be responsible for leading the company's commitment to Client experience excellence

    In this newly created role, Wei will be responsible for leading the company’s commitment to Client experience excellence TORONTO, Aug. 3, 2022 /CNW/ – Kevin Strain, President and CEO of Sun Life, is pleased to announce the appointment of Chris Wei as Executive Vice-President and Chief Client and Innovation Officer (CCIO), reporting to him. Chris…
    read more
  • Kate Healy Appointed Managing Director For CFP Board Center For Financial Planning
    Kate Healy Appointed Managing Director For CFP Board Center For Financial Planning

    Based in CFP Board's Washington, D.C. headquarters, she will report to CFP Board Chief Executive Officer Kevin R. Keller, CAE. She joins the organization on September 1

    The Certified Financial Planner Board of Standards, Inc. (CFP Board) announced today that it has named Kate Healy, a financial services executive with substantive experience in workforce programs, as Managing Director for CFP Board Center for Financial Planning ("Center").
    read more
  • Rob Zaccardi Named Senior Client Strategist By BNY Mellon
    Rob Zaccardi Named Senior Client Strategist By BNY Mellon

    Rob is based in Boston and reports to Matt Santangelo, head of Client Strategies and Business Development, New England

    BNY Mellon Wealth Management named Rob Zaccardi as senior client strategist. Rob works with ultra-high-net-worth families, business owners, corporate executives, private equity and hedge fund principals and their family offices, as well as foundations and endowments on their comprehensive wealth needs. 
    read more
  • Mary Ward Appointed Senior VP, Chief Financial Officer By Security Mutual Life
    Mary Ward Appointed Senior VP, Chief Financial Officer By Security Mutual Life

    In her new role, Ward will assume expanded responsibilities related to the financial operations of the Company, including strategic initiatives, expense management, and relationships with rating agencies (e.g., A.M. Best) and regulatory bodies (e.g., NYDFS)

    In her new role, Ward will assume expanded responsibilities related to the financial operations of the Company, including strategic initiatives, expense management, and relationships with rating agencies (e.g., A.M. Best) and regulatory bodies (e.g., NYDFS) BINGHAMTON, NY, August 1, 2022 – The Board of Directors of Security Mutual Life® Insurance Company of New York, approved…
    read more
  • Jason Burlie Named VP, Head Of Sales For Retirement Plans By The Standard
    Jason Burlie Named VP, Head Of Sales For Retirement Plans By The Standard

    Burlie will also be responsible for designing and delivering innovative customer-driven solutions that accelerate growth

    Burlie will also be responsible for designing and delivering innovative customer-driven solutions that accelerate growth PORTLAND, Ore.–(BUSINESS WIRE)–The Standard announced today that Jason Burlie has been named vice president and head of Sales for Retirement Plans. Burlie will have direct responsibility for The Standard’s retirement plans distribution and market development strategies. Prior to joining The…
    read more
  • Charlie Fry Named Executive VP, Reinsurance Purchasing & Risk Capital Optimization By AIG
    Charlie Fry Named Executive VP, Reinsurance Purchasing & Risk Capital Optimization By AIG

    In this role, he will work closely with Shane Fitzsimons, AIG’s Executive Vice President & Chief Financial Officer, and Mark Lyons, AIG’s Executive Vice President, Global Chief Actuary and Head of Portfolio Management

    American International Group, Inc. (NYSE: AIG) today announced that Charlie Fry has been named Executive Vice President, Reinsurance Purchasing and Risk Capital Optimization, effective July 31st.
    read more
  • Teresa Hassara Joins Principal Financial Group
    Teresa Hassara Joins Principal Financial Group

    Hassara will lead Principal's U.S. workplace retirement business

    Principal Financial Group® today announced industry veteran, Teresa Hassara, will join the company to lead its workplace savings and retirement business. As a senior vice president in Retirement and Income Solutions (RIS), Hassara will report to Chris Littlefield, president of RIS, effective August 8.
    read more
  • Kathryn Cox Named Senior VP And President Of Protection Division By Protective Life
    Kathryn Cox Named Senior VP And President Of Protection Division By Protective Life

    In her role, Cox will lead sales, new business operations, product development and underwriting for the Protection business segment

    Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced that Kathryn Cox has joined the company as senior vice president and will serve as president of the company’s Protection Division, effective July 12, 2022. 
    read more
  • Kate Feather and Michael Kellar Join Lincoln Financial’s Corporate Leadership Group In Newly Created Roles
    Kate Feather and Michael Kellar Join Lincoln Financial’s Corporate Leadership Group In Newly Created Roles

    Lincoln Financial Group promotes talent and employee experience leaders to support long-term people strategy

    Lincoln Financial Group (NYSE:LNC) recently announced two promotions and appointments to its Corporate Leadership Group, which comprises Lincoln’s top executive leaders, from the Human Resources organization, led by Jen Warne, Executive Vice President and Chief People Officer.
    read more
  • Jennifer Grosvenor Appointed Managing Director Of Northern Trust’s Houston Office
    Jennifer Grosvenor Appointed Managing Director Of Northern Trust’s Houston Office

    In her new role, Jennifer will partner with Houston President John Hantak on client development, compliance management and office management

    Northern Trust has appointed Jennifer Grosvenor Managing Director in the Houston office, where she will lead the team in the delivery of outstanding client service and accelerate the growth of the Northern Trust Wealth Management platform.
    read more
  • Mike Shamon Hired As Stable Value Sales Director By The Standard
    Mike Shamon Hired As Stable Value Sales Director By The Standard

    Shamon is responsible for growth through new investment-only stable value sales in the Eastern region and is based in the greater Boston, Massachusetts, area

    The Standard announced the hiring of Mike Shamon as stable value sales director. He is responsible for growth through new investment-only stable value sales in the Eastern region and is based in the greater Boston, Massachusetts, area.
    read more
  • Heather Lavallee Appointed President & CEO-Elect At Voya Financial
    Heather Lavallee Appointed President & CEO-Elect At Voya Financial

    Lavallee has also been appointed to Voya’s board of directors

    Voya Financial, Inc. (NYSE: VOYA), the leading health, wealth and investment company, announced today that its board of directors has appointed Heather Lavallee, 52, currently chief executive officer (CEO) of Voya’s Wealth Solutions business, to succeed Rodney O. Martin, Jr., 70, as the company’s CEO as part of Voya’s planned succession process
    read more
  • Kuosen Fung Joins RBC’s Marin County Office
    Kuosen Fung Joins RBC’s Marin County Office

    Brings 30 years, $285 AUM to new position

    RBC Wealth Management has welcomed Kuosen Fung, CFP®, Senior Vice President – Financial Advisor, to the firm’s Marin County office from Merrill Lynch.
    read more