The new v.p. for finance and administration will be tasked with expanding revenue opportunities, reducing expenditures and leading improvement initiatives.
The firm promoted a global market strategist covering North America to serve as its chief global market strategist, responsible for the development and communication of the firm’s investment outlooks and insights.
The firm, which provides record keeping and third-party administrator services for public retirement plans and college savings plans, has promoted its president as its next ceo.
The firm has appointed its chief risk officer as president of its asset management business, bringing its asset management subsidiaries together under one pillar.