Deals & People

Glenn Cassidy was appointed regional sales director for the Orange County, California, market of Great-West Retirement Services.

Gary D. Black joined Calamos Investments as global co-chief investment officer and a member of the firm’s investment committee.

Baring Asset Management (Barings) appointed Christopher Mahon to director of asset allocation research.

Marvin W. Tuttle, Jr., executive director and chief executive of the Financial Planning Association (FPA), said he would step down on October 2.

Callan Associates announced that Dana R. Brown joined the company's Fund Sponsor Consulting group as senior vice president on July 30.

 Varcity Kariuki was appointed executive director and client portfolio manager at J.P. Morgan Asset Management in New York.   

Jordan Szekely was named vice president and financial adviser at Evercore Wealth Management LLC.

 Michael E. Morris joined 401(k) Advisors, an independent retirement plan consulting firm, as a managing director for the Mid-Central region.   

Tom Simonson has been named a vice president of Lockton Financial Advisors/Lockton Investment Advisors in the insurance broker’s Charlotte, North Carolina, office.

Christopher Stout was added as a Southeast sales director for MassMutual Retirement Services.

Nationwide Chief Executive Steve Rasmussen announced that the leaders for the company’s retirement plans business and its property and casualty direct channel will switch roles.

Eunice Cabrera was promoted, while John Andresen and Michael Gopen were hired in the firm’s retirement services division.

David Cohen, Andrew Olig and Ken Terranova have been added to Symetra Financial Corp.’s registered investments sales team.

Putnam Investments named Darren A. Jaroch, CFA, portfolio manager of Putnam Equity Income Fund (PEYAX).

Amy W. Eddy and Matthew J. Jackson have joined Fort Washington Investment Advisors’ high-yield fixed income team.  

Drew Brahos and Bruce Wetter joined Bank of the West's Investment Advisory and Management team in the Wealth Management Group.

BNY Mellon appointed Paul Schulte to the new position of head of investment strategy, Asia-Pacific (APAC), where he will research investment trends, market activity and economics.

 Standard Life Investments named Bill Pekowitz as a listed real estate analyst (Americas).   

 The Institutional Retirement Income Council (IRIC) has appointed Jeff Eng, director of retirement income solutions at Russell Investments, to its group of retirement plan advisers.     

Nathan Paris, an institutional consultant for Unified Trust Company N.A., had seven states added to his territory.