On The Move

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Financial Services Roundtable Hires Government Affairs Staff

by FA Staff

Two others are promoted by the organization, which represents banking insurance and investment companies.

Baird Names Branch Manager, Adds Financial Advisor

by FA Staff

Milwaukee-headquartered Baird has named a new branch manager of its Portland, Maine, wealth management office.

TIAA-CREF Names VP, Associate General Counsel

by FA Staff

TIAA-CREF has appointed Derek Dorn vice president of public policy and associate general counsel.

Nelson joins CohnReznick from Computer Sciences Corp.

by FA Staff

CohnReznick has appointed Dean Nelson as a principal and the technology and digital advisory national director for the firm’s advisory practice.

Seifert Joins 361 Capital

by FA Staff

Denver-based liquid alternative investments firm 361 Capital has hired Alexandra Seifert as its senior vice president of marketing.

Chang Moves From Wilshire Funds Management To American Century Investments

by FA Staff

Cleo Chang was named senior vice president and head of alternative investments for American Century Investments.

Summit Financial Joins Triad

by FA Staff

New firm brings $225 million to the Triad network.

Focus Financial Expands

by FA Staff

Ten new people, including five executives, have joined Focus Financial.

Ubiquity Retirement Adds A VP

by FA Staff

John Farmakis joins the small business, retirement plan specialist firm.

Charlotte Firm Joins Independent Advisor Alliance

by FA Staff

Second Half Strategies has announced its affiliation with the Independent Advisor Alliance.

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