Industry Updates: New Hires and Board Members in Financial Services
In the world of financial services, staying up-to-date on industry news and personnel changes is crucial. Recently, there have been several notable hires and appointments within the industry that are worth highlighting.
First up, Cambridge Investment Research has welcomed Bill Robertson as their new senior director of retirement plans. With a wealth of experience in guiding financial professionals through various retirement plan topics, Robertson is set to be a key asset to the client solutions team at Cambridge. His expertise in qualified company retirement plans will undoubtedly support financial professionals in growing and enhancing client portfolios.
Next, the FinServ Foundation, a nonprofit organization dedicated to empowering individuals entering the financial services field, has added Bonnie Treichel and David Rhoiney to its board of directors. With their combined experience and expertise, they are sure to bring valuable insights to the foundation’s mission of providing coaching, mentorship, and scholarships to aspiring financial professionals.
Voya Financial has also made a significant addition to its board of directors with the election of William Mullaney. With nearly 40 years of experience in the retirement, life, annuities, and insurance industries, Mullaney’s leadership and innovative solutions will be a valuable asset to Voya’s board.
Additionally, Essential Edge Compliance Outsourcing Services has expanded its services by appointing Jamie Schlag as a director. With her role in managing client relationships and evaluating compliance programs, Schlag will play a crucial role in providing third-party compliance services for broker/dealers and registered investment advisers.
First Eagle Investment Management LLC has brought on Elizabeth Yan as a senior director in consultant relations, covering the Eastern and Midwest regions. With her experience in coordinating relationships with consultants and representing the firm’s equity and credit strategies, Yan will be a key player in driving business development for First Eagle.
In other news, Vanguard Group’s Head of Europe, Sean Hagerty, has announced his retirement, effective December 31, 2024. Hagerty’s leadership has been instrumental in growing Vanguard’s European business to nearly $360 billion in assets under management. Jonathan Cleborne has been named as his successor, bringing his experience in direct-to-consumer investment advisory and financial planning to the role.
Lastly, Manulife Financial Corp. has appointed Oscar Martinez as the head of insurance at John Hancock. With his industry experience and track record of innovation, Martinez is poised to lead John Hancock’s insurance business to new heights under the leadership of Brooks Tingle.
These recent hires and appointments within the financial services industry showcase the ongoing evolution and growth of the sector. Stay tuned for more updates on industry news and personnel changes as they unfold.
