Deals & People

 Sandy Tassinari joined ING U.S. as head of Strategic Relationship Management, effective November 19.  

The Miami office of CapTrust Advisors has been moved to North East 123rd Street.

Alicia R. Fryc was named regional business consultant for New York and the mid-Atlantic states for Symmetry Partners LLC.

Al Rodriguez has accepted the position of divisional vice president for CPI Qualified Plan Consultant’s Western Division.

Marc Mallett was named product manager of investment operations outsourcing in the Americas at Northern Trust.

Mary Jo White, a former federal prosecutor, was nominated by President Obama to head the Securities and Exchange Commission (SEC).

Charles Napp, Jr. has been appointed director of the client services group at Portfolio Evaluations Inc. (PEI) in Warren, New Jersey.

Bill Whittington was appointed regional sales director for the North Carolina market of Great-West Retirement Services.

Ben Jones was appointed manager, defined contribution investment-only (DCIO) by BMO Retirement Services at BMO Global Asset Management.

 Brett Meili was hired as legal counsel to support U.S. Bancorp Fund Services’ alternative investment products and services division.   

Britt L. Bentley was named senior vice president and a principal of LCG Associates Inc.

Adam Casavant joins U.S. Bank Institutional Trust and Custody in Chicago as a relationship manager.

James Treanor was promoted to principal and head of research, and Jonathan Havice to chief investment officer at Jeffrey Slocum and Associates Inc.

Charles W. Coldwell Jr. was promoted to vice president of consulting services at Pentegra Retirement Services.   

Mutual of Omaha’s Retirement Plans Division aims to extend its 401(k) and related product lines with the addition of four new regional...

Janet Vreeland has been named a vice president at Burnham Benefits Insurance Services.

David Weissner was named Midwest market business leader for Mercer’s retirement business.

Jeff Cimini has joined the personal wealth and retirement leadership team at Bank of America Merrill Lynch as a managing director and head of personal retirement.

Investec Asset Management appointed Mel Lindsay as director of its Institutional Client Group.

David Bedard was named president of the annuities business division of ING U.S.