Deals & People

Callan hired Mark Kinoshita as vice president in the Trust, Custody and Securities Lending group.

 Joseph Elegante has been appointed portfolio manager for RMB Asset Management, an independent advisory firm headquartered in Chicago.    

The Schaeneman Group has joined the Morgan Stanley Wealth Management office in Hartford, Connecticut.

Bill Cavalier was promoted to director of broker/dealer relationships at CPI Qualified Plan Consultants Inc.

 Forward Management LLC has formed the Asymmetry global health care team.  

 Stephen Davis has been appointed national sales manager of Guardian Retirement Solutions. 

John Negrete has joined Sitzmann Lavis White LLC (SLW Retirement Plan Advisors), a retirement plan advisory firm, as a retirement plan adviser.

Jaron Havens has been appointed manager at Baden Retirement Plan Services, an Acensus company.

Jim Lowry and Beau Horack, founders of Carolina Retirement Group in Huntersville, North Carolina, have joined Capital Guardian LLC.

Darius A. Gill was promoted from investment officer to managing director of the foundation and institutional advisers group in Northern Trust’s central region.

New York Life Retirement Plan Services has expanded its industry practice service model, with the hiring of seven relationship managers.

Eric W. Kolts has been appointed managing director in Commonfund’s commodities group.

Melissa Travis, J.D., LL.M., was hired by Pension Consultants as an ERISA research analyst.

Mercer Hammond named national segment leaders of nonprofit health care, higher education endowments and foundations segments.

Stuart Harris was named partner in Aon Hewitt’s International Retirement & Investment practice, and client lead for the Midwest region.

Debora Monacelli was hired as a conversion project manager at EPIC Advisors Inc.

ExpertPlan Inc. announced it has completed the acquisition of Suncoast Pension and Benefits Group Inc., a retirement plan third-party administrator (TPA).

Brian Frazer and Colleen Peters have been hired as client services specialists at EPIC Advisors Inc.

Keith Watts has been hired as managing director and head of national sales for the Pyxis Capital distribution team. 

Bob Carlson, Richard Shearer and Paul Villanova have joined the registered investments external wholesaling team at Symetra Life Insurance Co. in the Midwest and Southeast.