Deals & People

Ameritas Investment Corp. has selected National Financial to serve as the sole clearing and custody provider for its broker/dealer brokerage services.

Fidelity Investments has named Damon Dunkel as vice president of Managed Accounts, effective August 2013.

Jeff Fuhrman was named chief operating officer and chief financial officer of LLBH Private Wealth Management LLC, an independent wealth management firm.

TrestleBridge Capital of Austin, Texas, launched with approximately $100 million in brokerage and advisory assets under management with LPL Financial.

Melissa Hooker joins Wells Fargo Institutional Retirement and Trust as head of its Relationship Management team.

Bruce Graham joins the firm as vice president and financial adviser in the firm’s newest office in Greenwich, Connecticut.

Scott Parry will serve as executive vice president and general manager for advisory and investment services.

Mercer appointed Deb Clarke as global head of Investment Research.

Pinnacle Plan Design LLC, a retirement plan design and administration services provider based in Tucson, Arizona, has hired Lynn M. Young to head up its new Phoenix practice.

Andy Gorbenko joined Great-West Financial as regional sales director for downtown Los Angeles and west Los Angeles County. 

Peter Corippo, a former pension chief investment officer, has joined Russell Investments as a senior strategist.

Brett Schneider was named chief financial officer, and Tim Robb has been appointed general counsel at NFP National Financial Partners (NFP).

Travis Pruit has joined Mercer as a principal in its Investments business in Portland, Oregon.

Stephen H. Rosen has joined FTI Consulting Inc. as leader of the pension consulting services practice.

Cetera Financial Group announced today the completion of its acquisition of MetLife’s two independent broker dealer firms, Tower Square Securities and Walnut Street Securities.

Paul Harris has joined the business development group of Strategic Investment Group as director. 

Lincoln Financial Distributors (LFD), subsidiary of Lincoln Financial Group, announced Lindsay Hanley and Treye Weilbacher have joined the firm as regional sales directors with the Retirement Plan Services...

ProCourse Fiduciary Advisors LLC, a retirement plan advisory firm in Indiana, widened its reach with the opening of its Chicago office.

Steve Jones will lead the institutional consulting practice at CliftonLarsonAllen (CLA) Wealth Advisors LLC

Todd Bitzer, Kenneth D. Chappatta, Nick Devine, Zed Francis and Brett M. Schechterman joined the senior team of Legal & General Investment Management America Inc. (LGIMA).