TCI Wealth Advisors has promoted Trisa Summers to president.
Albert Schiff has been selected to receive American College's highest honor.
New venture delivers technology support and co-sourcing solutions for investment management firms.
Sentinel Investments has announced the appointment of three industry veterans to key distribution roles.
Heather Gee is to have a leading role in the American College's Chartered Advisor in Philanthropy program.
Goldman Sachs alum brings over 15 years of experience in ETF business.
The appointment of Myra Rothfeld will help expand what Genworth can do for advisors.
William Harding named head of manager research for Morningstar Investment Management Division.
Grant Thornton LLP Financial Services manager accepts a fellowship with the Office of the Comptroller of the Currency.
New MetLife office opens to serve the greater New York area.
Lincoln Financial Distributors names Tom Tooley head of insurance solutions distribution.
Firstrust Financial Resources appoints Roberta Kessler to oversee client investment needs.
Joe Bottazzi named executive vice president of business development.
Industry veteran Nolan Lehmann to join board of directors.
Genworth Financial Asset Management's new hire will help financial advisors understand the firm's investment philosophy.
Company names Liza Litzow SVP of Strategic Client Solutions.
Fidelity Investments has promoted Derek Young to president of the company's Asset Allocation Division.
ING Investment Management Americas has hired Robert Robis as senior portfolio manager for its Global Bond Team and as head of Fixed Income Macro Strategies.
The Charles Schwab Corp. has named three new money management leaders at Charles Schwab Investment Management Inc. (CSIM), the investment advisor to Schwab and Laudus Funds.
National account executives John Harrell and Paul Izzo deliver Russell solutions to bank partners.