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Two others are promoted by the organization, which represents banking insurance and investment companies.
Milwaukee-headquartered Baird has named a new branch manager of its Portland, Maine, wealth management office.
TIAA-CREF has appointed Derek Dorn vice president of public policy and associate general counsel.
CohnReznick has appointed Dean Nelson as a principal and the technology and digital advisory national director for the firm’s advisory practice.
Denver-based liquid alternative investments firm 361 Capital has hired Alexandra Seifert as its senior vice president of marketing.
Cleo Chang was named senior vice president and head of alternative investments for American Century Investments.
New firm brings $225 million to the Triad network.
Ten new people, including five executives, have joined Focus Financial.
John Farmakis joins the small business, retirement plan specialist firm.
Second Half Strategies has announced its affiliation with the Independent Advisor Alliance.
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