Deals & People

Jeff Kearny joined Northern Trust to lead new business development for asset servicing in the western part of the country.

 Cheryl Courtney was named regional vice president of the western territory for Ascensus, a provider of retirement plan solutions.   

National Financial Partners Corp. (NFP), a provider of benefits, insurance and wealth management services, acquired Fusion Advisor Network, a practice management and consultant to advisers.

 Brian Schweitzer became strategic account manager, Craig Miller was promoted to key account manager, and Tina White was promoted to IO sales desk supervisor.  

Paul Citron was named regional vice president for retirement business sales for the northern region of the companies of OneAmerica.

Lincoln Trust Co. has acquired Benefit Solutions Corp., a 401(k) recordkeeper and third-party administrator (TPA).

Carl R. Tannenbaum, formerly with the Federal Reserve Bank of Chicago, was appointed chief economist at Northern Trust.

Commonfund has hired Irakli Odisharia as director in its Risk Management Team.

Chris Somers joined Lincoln Financial Distributors (LFD) as a regional sales director for the Institutional Retirement Solutions Distribution (IRSD) team.

Andrew Ashton and Dennis Rothe were appointed to new roles in Franklin Templeton Investments’ advisory service divisions.

Janus Capital Group Inc. announced two institutional appointments to strengthen its institutional client and consultant relationships in the U.S.

 John Hancock Funds announced Keith F. Hartstein’s retirement and Andrew G. Arnott as his replacement as president and chief executive. 

Capital Investment Companies has added Charles Pendergraft II, John Zachary Carnes, Cort Meinelschmidt, Chelsea Miller, J. Marshall Culp III and James Beam as advisers. 

 The Securities and Exchange Commission (SEC) hired Paula Drake as an associate director in its Office of Compliance Inspections and Examinations (OCIE).   

 Mutual of Omaha Retirement Plans Division named two regional sales managers in key markets.   

Tactical Allocation Group LLC (TAG) appointed Paul C. Wharf regional managing director and continued its expansion with a new...

Callan Associates hired Yosangel G. Haddad as vice president.  

The Securities and Exchange Commission (SEC) named Norm Champ director of the agency’s Division of Investment Management.

 The Securities and Exchange Commission (SEC) appointed Ken C. Joseph to lead the Investment Adviser/Investment Company Examination Program in the agency’s New York office.   

ING’s U.S. Retirement business hired Dan Kretz as regional vice president of sales for the company’s small to midsize corporate retirement plan markets.