Home Finance specialist People in the retirement industry are on the move | PLANADVISER

People in the retirement industry are on the move | PLANADVISER


Mercer appoints US nonprofit CIO

Merciera Marsh McLennan company, named Gene Lohmeyer as US nonprofit CIO, starting July 6. In this role, Lohmeyer leads strategic asset allocation, dynamic asset allocation and portfolio construction for NFP clients, while leading the NFP portfolio management team. Based in Saint-Louis, Lohmeyer reports to Stan Mavromates, CIO for the Americas.

“NFP investors of all sizes face a long and growing list of uncertainties, including extreme macroeconomic risks, as well as a rapidly changing geopolitical and regulatory landscape,” says Lohmeyer. “Our mission is to help clients navigate today’s complexities, while leveraging a timeless set of investment principles that have served our clients well for decades.”

Lohmeyer brings over 20 years of investment management experience and most recently served as Senior Director of Investments at the University of Oklahoma Foundation, where he led research on investment managers spanning all asset classes. He also previously worked at Cambridge Associates as Managing Director, where he provided investment advisory services to endowments, foundations, pension schemes, healthcare institutions and family offices.

Lohmeyer earned his MBA from Duke University. He is a CFA charterholder and military veteran, having served in the United States Army.

Mesirow Strategic Fixed Income adds a key specialist

Mesirowan independent, employee-owned financial services company, announced that Todd Kurusu joined the Fixed Income Strategy Team as Managing Director, Senior Portfolio Manager. Kurisu will implement the investment strategy and oversee portfolio construction and trading.

Kurisu is a veteran in the fixed income space and will strengthen the team and its products through overseeing portfolio construction and integrating environmental, social, governance and sustainability themes into the investment process and strategies. investment.

He brings over 30 years of investment management experience. Prior to joining Mesirow, he was a portfolio manager and fixed income ESG specialist at William Blair & Company. Previously, he was at Asset Allocation & Management, where he served as Chief Corporate Bond Trader and Portfolio Manager.

Kurisu has also been a frequent speaker for the University of Chicago Booth School of Business.

Schroders appoints director of sustainable investments

Schröders announced the appointment of Whitney Sweeney serve on the Global Sustainable Investing Team in the role of Chief Investment Officer, Sustainable Development.

In this role, Sweeney will focus on ESG efforts, integration and education across multiple channels, including intermediary, insurance, Canada, US offshore and Latin America. She will focus on building partnerships through these channels, managing the education and training of advisors and investment professionals. It will also strengthen the firm’s understanding of the political and regulatory landscape in each of the regions.

Sweeney will report to Marina Severinovsky, Sustainability Manager, North America. She has been with Schroders for over 16 years, holding various positions. Most recently, she worked as an investment strategist within the intermediaries team, focusing on building client relationships, providing market intelligence and product positioning. Previously, she was Client Portfolio Manager for the City team and Chief Investment Officer for US and Global Fixed Income and Securitized Credit.

CAPTRUST Expands Presence in the Midwest with New Acquisition

CAPTRUST Financial Advisors announced its acquisition of Frontier Wealth Management. Based in Kansas City, Missouri, Frontier brings an extensive presence in the Midwest, with additional locations in St. Louis; Denver; Wichita, Kansas; and Omaha, Nebraska.

Frontier offers a full range of financial planning, investment, insurance and other wealth management solutions for individuals, families, executives and professionals, as well as retirement plan advisory services. ‘company.

Frontier is run by partner and CEO Nick Blasi and adds five locations, 46 new colleagues and over $4 billion in new client assets to CAPTRUST.

The transaction is expected to close in the third quarter. Consistent with previous companies, Frontier will transition to the CAPTRUST brand after closing.

Read more PLANADVISER coverage of the transaction here.