PLANADVISER - Winter 2023 - 8
On the Move
SageView Enhances Wealth
Management Leadership Team
FROM LEFT: Matt Cosgriff,
senior vice president and
head of wealth management
advisory services,
and Sophie Benander,
vice president of wealth
management client experience, both with SageView.
SageView Advisory Group hired Matt Cosgriff as senior vice
president and head of wealth management advisory services
in Minneapolis, and Sophie Benander as vice president of
wealth management client experience in Dallas.
Reporting to chief operating officer Jorge Bernal, Cosgriff
and Benander will help to expand the firm's position in institutional
retirement and wealth management.
" Matt and Sophie deliver an excellent balance of experience
and drive, " said CEO John Longley in a statement. " I am
confident that their talent and leadership will have a significant
impact on helping achieve our business goals. "
Cosgriff comes to SageView from BerganKDV, where he
served as director of wealth management.
Benander, before joining SageView, served as the assistant
director of wealth management at Adviser Investments.
Mesirow's Retirement Advisory
Acquired by Creative Planning
Carly Bell, partner, head of retirement
services, Creative Planning LLC.
Creative Planning LLC, a registered
investment advisory and retirement plan
services firm headquartered in Chicago,
has acquired Mesirow Financial
Inc.'s
retirement plan advisory division. The deal will bring to
Creative Planning more than 350 retirement plans and
$13 billion in assets under advisement and management,
according to Creative Planning's announcement.
Carly Bell, a partner in, and head of retirement services
at, Creative Planning, led the transaction. " The acquisition
of Mesirow's corporate retirement team is additive to our
existing retirement-services offering as it brings together
industry thought leaders who will continue to expand the
comprehensive services available from Creative Planning
to plan sponsors and participants, " Bell said in a statement.
The deal adds to an active acquisition period for CEO
Peter Mallouk and the firm. " We're excited to welcome
Mesirow's impressive corporate retirement advisory
services team into the Creative Planning family, " Mallouk
said in a statement.
8 planadviser.com | Winter 2023 | Plan Management Art by OYOW
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PLANADVISER - Winter 2023
Table of Contents for the Digital Edition of PLANADVISER - Winter 2023
Publisher’s Note
Just the Facts
On the Move
Nuts & Bolts
What’s Next?
Best Foot Forward
2023 PLANADVISER National Conference
Cybersecurity Conference
Let It Ride
Cultivating Connections
The Risks of Custom TDFs
Managed Account Services
People-Savvy
Be Sure They Get the Message
End Paper
PLANADVISER - Winter 2023 - Cover1
PLANADVISER - Winter 2023 - FC1
PLANADVISER - Winter 2023 - FC2
PLANADVISER - Winter 2023 - Cover2
PLANADVISER - Winter 2023 - 1
PLANADVISER - Winter 2023 - Publisher’s Note
PLANADVISER - Winter 2023 - 3
PLANADVISER - Winter 2023 - Just the Facts
PLANADVISER - Winter 2023 - 5
PLANADVISER - Winter 2023 - 6
PLANADVISER - Winter 2023 - 7
PLANADVISER - Winter 2023 - On the Move
PLANADVISER - Winter 2023 - 9
PLANADVISER - Winter 2023 - 10
PLANADVISER - Winter 2023 - 11
PLANADVISER - Winter 2023 - Nuts & Bolts
PLANADVISER - Winter 2023 - 13
PLANADVISER - Winter 2023 - What’s Next?
PLANADVISER - Winter 2023 - 15
PLANADVISER - Winter 2023 - 16
PLANADVISER - Winter 2023 - 17
PLANADVISER - Winter 2023 - 18
PLANADVISER - Winter 2023 - Best Foot Forward
PLANADVISER - Winter 2023 - 20
PLANADVISER - Winter 2023 - 21
PLANADVISER - Winter 2023 - 2023 PLANADVISER National Conference
PLANADVISER - Winter 2023 - 23
PLANADVISER - Winter 2023 - 24
PLANADVISER - Winter 2023 - 25
PLANADVISER - Winter 2023 - Cybersecurity Conference
PLANADVISER - Winter 2023 - 27
PLANADVISER - Winter 2023 - Let It Ride
PLANADVISER - Winter 2023 - 29
PLANADVISER - Winter 2023 - 30
PLANADVISER - Winter 2023 - 31
PLANADVISER - Winter 2023 - Cultivating Connections
PLANADVISER - Winter 2023 - 33
PLANADVISER - Winter 2023 - The Risks of Custom TDFs
PLANADVISER - Winter 2023 - 35
PLANADVISER - Winter 2023 - Managed Account Services
PLANADVISER - Winter 2023 - 37
PLANADVISER - Winter 2023 - People-Savvy
PLANADVISER - Winter 2023 - Be Sure They Get the Message
PLANADVISER - Winter 2023 - End Paper
PLANADVISER - Winter 2023 - Cover3
PLANADVISER - Winter 2023 - Cover4
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