PLANADVISER - Fall 2023 - 10
On the Move
Voya Expands Its Wealth Team
Holly Monday (left) and
Shelly Nolfi, assistant vice
presidents, Voya Financial
Voya Financial appointed
Holly Monday and Shelly
Nolfi to the newly created
positions of assistant vice president for client management
and expansion on the firm's retirement products wealth
solutions distribution team. They will focus on strategic
growth in the emerging, mid-market, large and government
Monday came from Fidelity Investments, working most
recently as a vice president and managing director. She has
experience in sales, strategic planning, business development,
relationship building and customer service.
Nolfi joined Voya eight years ago, most recently serving
in the client engagement division as a senior director
addressing strategic planning and service delivery.
The positions allow Voya to develop its scale and workplace
benefits and savings products, " including solutions
such as an entrance to the [health account solutions] market,
managed accounts, [etc.], " said Sheila McCullough, senior
vice president, wealth solutions client engagement leader.
RPAG Appoints New SVP
Jesse Taylor, senior vice president,
Retirement Plan Advisory Group
Retirement Plan Advisory Group promoted
Jesse Taylor to senior vice president
of business development.
Taylor is responsible for sales, marketing
and partnerships of the firm's technology and resources
to retirement plan advisers, registered investment advisers
and broker/dealers. He has worked as head of innovation for
the company's fintech platform PlanFees since 2019.
" With Jesse's leadership, RPAG-which broke away from
former owner NFP in May-continues to launch new systems
and solutions, as well as develop enhanced customization
and data aggregation features, " according to a firm spokesperson.
" Jesse's leadership at the firm, as well as his innovative
ideas, have led RPAG to transform its branding, as well as
its technology offerings. "
He will serve on RPAG's senior leadership committee,
reporting to Nick Della Vedova, RPAG president. Taylor
joined RPAG in 2010, formerly serving as director of
marketing, and has led sales and business development
2 Firms Appoint New CIOs
Olaolu Aganga, U.S. CIO,
Mercer; George Maris,
CIO, Principal Financial
Mercer named Olaolu
Aganga as U.S. chief
investment officer and a partner. Aganga reports to Hooman
Kaveh, Mercer's global CIO, and joined the leadership team
for the firm's U.S. outsourced CIO practice.
In her new role, she will be responsible for implementing
and delivering the firm's OCIO investment processes, strategic
asset allocation, fund manager selection and risk
management across Mercer clients.
Aganga was most recently a managing director in
BlackRock's U.S. outsourced CIO business. Before that, she
advised institutional clients for Goldman Sachs.
Principal Financial Group named George Maris CIO and
global head of equities. Maris' responsibilities, across Principal's
equities platform, include managing 126 investment
personnel over global investments, and serving as a named
portfolio manager on international equity strategies.
He was a named portfolio manager for Principal's active
fundamental public equities strategies.
Hub's Executive Team Grows
Robert Hartman, executive vice president,
Hub International Ltd.
Robert Hartman joined Hub International
Ltd. in the newly created position of executive
vice president of strategic client service
operations and the firm's executive
management team to elevate Hub's client experience.
Reporting to Hub President and CEO Marc Cohen,
Hartman will be responsible for client service processes. His
responsibilities, in partnership with Hub leadership, include:
identifying client outcomes benefiting from cross-functional
integrated operational design and execution; developing
client and employee programs that drive scale; and operationally
supporting business segments such as retirement
and private wealth, private client, employee benefits, and
Hub-owned managing general agents and wholesalers, etc.
Hartman was previously chief operating officer and
senior vice president of business development at Axis
Specialty Insurance and Reinsurance, was a partner in
management consulting firm McKinsey & Co. and served as
a Naval flight officer in the U.S. Navy. He received a Master
of Business Administration from Harvard Business School.
10 planadviser.com | Fall 2023 | Practice Management
PLANADVISER - Fall 2023
Table of Contents for the Digital Edition of PLANADVISER - Fall 2023
At the Core
A Need to Show Value
The Talent Pipeline
Inside the Deal
Are They Legally Binding?
The SEC on Cybersecurity
From Managing to Leading
Can You Predict Client Stress?
PLANADVISER - Fall 2023 - C1
PLANADVISER - Fall 2023 - FC1
PLANADVISER - Fall 2023 - FC2
PLANADVISER - Fall 2023 - C2
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PLANADVISER - Fall 2023 - 15
PLANADVISER - Fall 2023 - At the Core
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PLANADVISER - Fall 2023 - 18
PLANADVISER - Fall 2023 - 19
PLANADVISER - Fall 2023 - A Need to Show Value
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PLANADVISER - Fall 2023 - 23
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PLANADVISER - Fall 2023 - 25
PLANADVISER - Fall 2023 - The Talent Pipeline
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PLANADVISER - Fall 2023 - 28
PLANADVISER - Fall 2023 - 29
PLANADVISER - Fall 2023 - Inside the Deal
PLANADVISER - Fall 2023 - 31
PLANADVISER - Fall 2023 - Demand Performance
PLANADVISER - Fall 2023 - 33
PLANADVISER - Fall 2023 - Are They Legally Binding?
PLANADVISER - Fall 2023 - 35
PLANADVISER - Fall 2023 - The SEC on Cybersecurity
PLANADVISER - Fall 2023 - 37
PLANADVISER - Fall 2023 - From Managing to Leading
PLANADVISER - Fall 2023 - Can You Predict Client Stress?
PLANADVISER - Fall 2023 - 40
PLANADVISER - Fall 2023 - C3
PLANADVISER - Fall 2023 - C4