Deals & People

The institutional, personal retirement and preferred segment solutions teams are being folded into one organization at Bank of America, and named retirement and personal wealth solutions.

Barbara Lewis was named head of large-market 401(k) and 403(b) sales for Great-West Financial.

J. Michelle Sybesma has joined ProCourse Fiduciary Advisors LLC as chief operating officer.

Benefit Advisors Network has named Bannockburn, Illinois-based GCG Financial in Bannockburn, Illinois, as its newest member.

Chris Underwood has joined the U.S. Bank Institutional Trust and Custody division as a business development officer.

USI Consulting Group has named Ryan Coogler vice president, Retirement Services, in its Houston, Texas, office.

Beth O’Brien was appointed senior vice president and head of finance and strategy at Lincoln Financial Group Distribution. 

Northstar Wealth Partners, a firm affiliated with LPL Financial, added the advisory team of Tyler W. Potts and J Addison McAraw.

Strategic Benefit Services (SBS) named Carol A. Idone vice president of Business Development.

Peter Sorensen joined the San Francisco office of Heffernan Financial Services as a retirement and investment adviser.

Peggy Scott was hired as a business development officer at BB&T Retirement and Institutional Services. 

Frank Zukowski was appointed national sales director of Guinness Atkinson Asset Management, adviser to the Guinness Atkinson Funds.

Paul Gamble was appointed managing director and president of retirement solutions at F-Squared, an investment management firm in Newton, Massachusetts.

Hartford Investment Management Company (HIMCO) hired two institutional sales representatives and a consultant relations head.

Charles B. “Chuck” Lawless was promoted to senior managing director in the investment advisory group at Mesirow Financial.   

Roberta Casper Watson has been named head of the welfare benefits department at the Wagner Law Group.

Christine Carolan has been appointed by Mercer Investments as investment director for its West Market.

Investment research firm Morningstar, Inc. has added three individuals to its retirement solutions group in its Investment Management division.

Tom Hogan has been appointed chief executive officer of Retirement Systems Data, LLC (RSD).

Jeff Pawliger has been named regional director in Janus’ Advisor Solutions Group.