Deals & People

Pension Specialists, Inc. (PSI) has acquired Human Capital Services, a division of RSM McGladrey, Inc., and the new entity will be rebranded as Verisight, Inc.

Sentinel Investments announced that Crow Point Partners, LLC, will subadvise the firm’s Sentinel Mid Cap Value Fund (SYVAX, SYCVX, and SYVIX).

Lincoln Financial Distributors (LFD) announced that Kelly Bush has joined the firm as regional sales director with the Institutional Retirement Solutions Distribution (IRSD) team.

Kevin O’Brien and Tyler Polk are the newest investment consultants at Fiduciary Investment Advisors (FIA), based in Windsor, Connecticut.

Global index provider Dow Jones Indexes announced that it has sold its 50% interest in Industry Classification Benchmark (ICB). 

Jim Lyday has joined Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, as Head of Institutional Retirement Solutions Distribution.

Diversified announced that Robin Lazarow has joined the firm as senior counsel and vice president.

Larch Lane Advisors LLC announced that David Katz has been named the firm’s President and Chief Operating Officer.  

California's ScholarShare Investment Board (SIB) unanimously selected TIAA-CREF Tuition Financing (TFI) to manage California’s direct-sold 529 college savings plan.

Seattle-based Wurts & Associates selected Jeffrey Scott as Chief Investment Officer and Max Giolitti as Director of Risk Allocation.

Russell Investments hired Matthew Teevan as a defined contribution (DC) specialist for the firm’s U.S. adviser-sold business.

TIAA-CREF has made two hires in its Asset Management sales business.

Specialty insurance brokerage firm, Alliant Insurance Services, hired Michael F. Foy to be Vice President for the company’s national retirement services group, Alliant Retirement Services.

Trisha Brambley has joined New Jersey-based Portfolio Evaluations, Inc. (PEI).

Roberta Eckert and Michael Agan are the newest Wealth Management Consultants on the Fee-Based Distribution team for Allianz Life.  

Mutual of Omaha Retirement Plans Division announced a strategic alliance with Triad Advisors Inc. to help support the sale of its retirement plan solutions.

Julie Gerend joins Advantus Capital Management as senior vice president, Institutional Accounts and Insurance Advisory Sales, effective May 31. 

John W. Allen is the new Senior Client Portfolio Manager at Dwight Asset Management Company LLC. 

Diversified announced that Thomas M. Stephenitch has joined the company as a sales executive for Michigan and northern Ohio.  

Vanguard announced that that James M. Delaplane, Jr. will join the investment management firm to lead its government affairs office in Washington, D.C.