Home Financial consultant People in the retirement industry are moving | PLAN ADVISOR

People in the retirement industry are moving | PLAN ADVISOR



Illustration of Subin Yang

North Pier Adds Senior Research Consultant to New Chicago Office

North Pier Research Council announced the addition of Frank Szymanek to the company as senior research consultant. Based in the company’s new headquarters in Chicago, Szymanek is opening North Pier’s third national office and will focus on outsourced lead consultant and evaluation research and evaluation projects in the mid-US, as well only on key national customers.

Szymanek brings three decades of experience in asset management, fiduciary support, and research and due diligence services to institutional clients. He holds a Juris Doctor degree from John Marshall Law School, as well as several certifications and designations, including the Chartered Financial Professional (CFP) designation and the Chartered Accountant (CPA) designation. Previously, Szymanek was a senior consultant at PlanPILOT in Chicago, where he was the company’s OCIO specialist.

While at PlanPILOT, Szymanek also conducted research of pension service providers, during which he focused on the evaluation of plan consultants, record keepers and welfare providers. be financial. In addition, he spent 20 years at Northern Trust, working with institutional clients and family offices in portfolio management and relationship management roles.

CAIS Appoints New Data Officer

CAIS, an alternative investment platform, announced that Georges davies joined the firm as a new data manager. Based in the company’s New York office, Davies will report to Shane Williams, Chief Technology Officer.

Davies has worked with technology platforms in the areas of wealth advice, asset management and trading for over 20 years. He most recently served as Vice President of Data for the personal finance technology platform SmartAsset, where he managed the company’s engineering and data science teams, while evolving the system architecture. . Davies has also served as chief data officer for financial technology companies TraverseIQ and iSentium, and quantitative analyst for UBP Asset Management, ART Advisors and Scotia Capital Markets. He got a doctorate. in Astrophysics from Queen’s University.

In his new role, Davies will lead teams that develop predictive analytics and machine learning across all business functions, seeking to improve outcomes for all constituents of the CAIS community.

NFP appoints PR Pro to lead Global Communications (PA)

NFP announced Josh wozman will join the company as Senior Vice President, Public Relations (PR) and Communications. Wozman is responsible for helping develop NFP’s global communications infrastructure as the company strategically expands across North America and Europe.

Wozman comes to NFP from Willis Towers Watson (WTW), where he served as Director, North America Public Relations Manager, a role in which he led strategic external communications for the global brokerage and consulting firm. Prior to that, he held various communications positions for Burson-Marsteller, PMI Group, Shinoff Group and the Consulate General of Israel. In total, he brings over 20 years of marketing, communications and public relations experience to this new role at NFP.

Wozman will report to Eric Boester, Executive Vice President, Chief Marketing Officer.

Natixis Investment Managers is recruiting a Pensions and Institutional Manager

Natixis investment managers (Natixis IM) announced that liana magner joined the firm as Executive Vice President and Head of Retirement and Institutions in the United States, based in Boston. She is a member of the US executive committee and reports to David Giunta, CEO of Natixis Investment Managers in the USA

Magner leads consultant relations, institutional distribution and retirement activities, including overall responsibility for the strategy, development, management and growth of the Defined Contribution (DC) business in the United States. . In this role, she will lead the continued growth of Natixis funds for the sustainable future, which were launched in 2017 and are now available in more than 250 pension plans in the United States.

Magner joins Natixis IM after working at Mercer, where she was a partner and leader of CD and financial wellness in the United States. She has over 25 years of experience in the investment industry, including over 20 years at Mercer, where she was responsible for the strategy and growth of the DC business across the range of solutions and clients. . Additionally, she developed and led the company’s outsourced Chief Investment Officer (CIO) unit in the United States.

Throughout her consulting career, Magner has specialized in working with large and mega DC plan sponsors. She holds a Bachelor of Arts in Economics from the University of New Hampshire. She is a Chartered Financial Analyst (CFA) and a member of the CFA Institute and the Boston Society of Security Analysts.

Mesirow Appoints Managing Director to Oversee Structured Debt Capabilities

Mesirow announced that Patrick leary joined the firm as Managing Director of Institutional Sales and Trading at Mesirow. Drawing on over 20 years in the fixed income markets, Leary will be based in Mesirow’s established office in Boca Raton, Florida, and will focus on building and overseeing Mesirow’s new structured debt capabilities. .

Leary is the first of planned strategic hires in the region that will cover the capital markets, investment banking, wealth management and retirement advisory services business lines and join senior professionals at Mesirow in South Florida.

Leary joins Mesirow from InspereX, formerly Incapital, where he served as Head of Trading and most recently as Chief Market Strategist and Senior Trader. During his career, which also encompasses positions at Primevest Financial and R. Seelaus & Co., Leary has traded fixed income products, corporate bonds, mortgage-backed securities and municipal bonds.

Leary is a member of the board of directors of the South Florida Bond Traders Association. He received a Bachelor of Science in Finance and Financial Management Services from St. Cloud State University in St. Cloud, Minnesota. He holds the FINRA [Financial Industry Regulatory Authority] Licenses series 7, 24, 55 and 63.

Prime Capital Investment Advisors recruits IT Director and Managing Director

Prime Capital Investment Advisors (PCIA) announced the hiring of Scott Duba like his Director of Investments (CIO) and Managing Director of Wealth Management.

In his new role, Duba will oversee all of the company’s asset management and alternative investment strategies for wealth management and pension plans. He will be responsible for staffing and leading the research, portfolio management and trading functions of the company. In addition, Duba will be strategically engaged in the company’s wealth management activities. His responsibilities will also extend to governance as a member of the Investment Advisory Board as well as various investment advisory committees.

Prior to joining PCIA, Duba was a Director and Portfolio Manager on the investment team of Mariner Wealth Advisors, where he advised on investment strategy, products and competitive solutions. He has nearly 20 years of experience in the financial services industry, including Lehman Brothers Asset Management, Neuberger Berman and Artisan Partners. Prior to joining Mariner Wealth Advisors, Duba co-founded Antora Peak Capital Management, an investment firm specializing in distressed debt and special situations.

Duba graduated from the University of Notre Dame with a bachelor’s degree in business administration and from the Booth School of Business at the University of Chicago with a master’s degree in business administration, with concentrations in economics, international business and entrepreneurship. Duba is also a Chartered Financial Analyst (CFA).

Alerus Adds Retirement Sales Advisor

Alérus announced the addition of Rory corrigan like a retirement sales consultant. In this role, he will work directly with advisors across Florida, Georgia, North Carolina, and South Carolina to help them identify client pension needs and provide appropriate solutions.

Corrigan is a Certified Plan Trustee Advisor with over 15 years of experience in the financial industry. Prior to joining Alerus, he worked for three years as a pension consultant for The Standard in the Metro Minneapolis area. Previously, he held various positions in the pension and finance industry, including several years as a financial advisor.

He holds a BS in Business Economics from St. Cloud State University in St. Cloud, Minnesota, and completed Certified Financial Planner courses at Boston University.