PLANADVISER - Fall 2023 - 11

More On
The Moves
➜ Sabrina Bailey is the
new CEO of Fiducient
Advisors. Bailey most
recently served as London
Stock Exchange Group's global head
of investment and wealth solutions.
She says financial wellness capabilities
and services for the end client are
a new key focus for the firm.
➜ Jamie Hopkins left Carson Group
in September to become Bryn Mawr
Trust's director of private wealth
management, a position that lets
him to be closer to home. Carson
said his decision was made to prioritize
his family, as well as to pursue
making a larger impact in his local
community. At Bryn Mawr, Hopkins
will " lead, enhance and grow " the
firm's private wealth management
business, the company said. Hopkins
will remain on the board of directors
of the FinServ Foundation.
➜ Newfront Retirement
Services hired retirement
plan consultant Khirstine
Lumban (at right), who
leaves a 401(k) consultant
position at Sequoia Consulting Group,
where she has worked since 2018. She
previously served as an investment
counselor for Fisher Investments.
Additionally, Newfront hired Zach
Nelson as an account executive and
Miki Sakata as a retirement plan
consultant in its retirement services
group. Nelson comes from almost two
decades with Fidelity Investments,
most recently serving as a managing
director. Sakata came from Three Bell,
bringing tax exempt experience; she is
a 25-year industry veteran.
➜ Abe Puerto is the new head of
retirement plan solutions at J.P.
Morgan Private Bank. Puerto
will lead a team of retirement
plan consultants and investment
consulting specialists, working with
the bank's wealth advisers to serve
business owner clients. He has over
two decades experience in the retirement
industry, most recently at UBS.
➜ Kevin Mannino and
Sarah McEleney joined
The Standard's retirement
plan sales division,
each in a new role of
national sales director,
concentrating on the $25
million-and-above asset
market- segment. Mannino spent
most of his 15 years in the retirement
industry generating new business
for midsize to large retirement plans
at Prudential Retirement. McEleney
has 20 years of industry experience,
in both advising and recordkeeper
roles; she previously was director of
sales strategy at Transamerica.
➜ Northern Trust Asset
Management named
Anwiti Bahuguna chief
investment officer of global
asset allocation, a newly created role.
Bahuguna will oversee the firm's asset
allocation and multimanager teams,
reporting to Global CIO Angelo
Manioudakis. Bahuguna joined
NTAM after 17 years with Columbia
Threadneedle Investments.
➜ Nuveen named James
Nelson head of global
public product. Nelson
will lead equity and fixedincome
product development and
management across mutual funds,
closed-end funds, exchange-traded
funds, interval funds, separately
managed accounts and collective
investment trusts.
➜ To aid its effort to expand distribution
of its lifetime income default
products, TIAA has appointed
Heather Peters senior director
of consultant relations, as well
as promoted Ciaran Murphy to
senior director and lifetime income
research specialist, and Dustin
Benton to director of consultant
relations. Peters, who came from
Corebridge, will work with retirement
plan advisers. Murphy will focus on
education and evaluation of TIAA's
traditional and CREF lifetime income
products, and Benton will manage
and develop consultant relationships
to drive growth.
➜ Registered investment
adviser firm Choreo
Advisors has named
Craig Bartlett senior vice
president of advisers. Bartlett joins
the financial planning and wealth
management firm from Creative Planning,
where he served as director of
wealth manager support and head
of adviser success.
➜ Advisor360°, a provider
of software and technology
for enterprise
wealth management firms,
appointed Mike Fanning
to its board of directors. With a
37-year career, Fanning most recently
served as head of MassMutual U.S.,
MassMutual's domestic insurance
business, where he oversaw the
growth of its suite of protection and
wealth management solutions and
its technology platform. Fanning's
appointment is one in a series of
strategic initiatives, partnerships,
senior executive hires and platform
enhancements by Advisor360° to
strengthen its position in the wealth
management technology space.
➜ NFP appointed
Amanda Wescott vice
president and director
of U.S. captive management
operations for the
company's Risk and Insurance
Strategy Collective. In this specialty
practice, Wescott will collaborate with
Kara Tencellent and Tracy Stopford,
co-leaders of RISC, along with Jonathan
McKenzie, head of U.S. captive
management operations, to whom
she reports. Wescott has over 15 years
of captive and risk management
experience. She recently served as
vice president and senior client team
leader at Marsh. -PA
Practice Management | Fall 2023 | 11


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
Demand Performance
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 - At the Core
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PLANADVISER - Fall 2023 - 19
PLANADVISER - Fall 2023 - A Need to Show Value
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PLANADVISER - Fall 2023 - The Talent Pipeline
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PLANADVISER - Fall 2023 - Inside the Deal
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PLANADVISER - Fall 2023 - Demand Performance
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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?  
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