Deals & People

Pentegra Retirement Services appointed Pete D’Angio national director in nonprofit markets.

Alliance Benefit Group-Pentegra hired Esta Park as a regional director. 

The company, Savant Capital LLC, will provide strategic advantages and efficiencies, and have nearly $2.7B assets under management.

Bryan P. Caisse, whose background is in mortgage-backed and fixed-income portfolio management, joined Performance Trust Investment Advisors LLC (PTIA) as senior portfolio manager.

Howard Schloss, head of corporate communications for the Financial Industry Regulatory Authority (FINRA), said he will step down in...

 BMO Retirement Services appointed Matt Smith as director of retirement sales and strategy.   

A team of advisers from Morgan Stanley Smith Barney (MSSB) left the brokerage to open their own firm with Raymond James Financial Inc.’s independent broker/dealer in Ohio.

Putnam Investments filled three senior positions in defined contribution (DC) sales and client relations.

National Planning Corporation Inc. (NPC) named Randy Miller first vice president and director of practice management.

fi360 appointed Byron Bowman to general counsel.

Sentinel Investments expanded the roles of two sales team members and hired a wholesaler.

The Newport Group hired Eric Kleindienst as a senior client relationship manager. 

Vanguard’s managing director and chief investment officer is retiring.

ING U.S. hired Rich Linton as president of Individual Markets.

Susan L. Wagner, a co-founding partner of BlackRock Inc., will retire at the end of June.

Alexandre Voitenok joined Acadian Asset Management LLC as senior vice president and portfolio manager.  

Groom Law Group, Chartered, which focuses exclusively on employee benefits, hired five attorneys.

Towers Watson appointed two consulting leaders.

Callan hired John P. Jackson as a senior vice president in the Fund Sponsor Consulting Group. 

 MassMutual’s Retirement Services Division hired Patrick Alfano as a sales director.