May 29, 2013

New Hire Roundup: Magner Moves Up at Mercer

NAPFA names three to board; New York Life adds two

New Hires logoThis week in new hires, Mercer announced a new position for Liana Magner and NAPFA named three to its board of directors.

Also, New York Life added two new relationship managers.

Mercer Names Liana Magner U.S. Delegated Defined Contribution Leader

Mercer announced that Liana Magner has been appointed U.S. delegated DC leader for its investments business. In this newly created position, she will be based in Boston and have overall responsibility for the ongoing development of the firm’s delegated DC proposition, sometimes referred to as outsourced CIO.

She is a member of the target-date fund strategic research committee and the national defined contribution committee. She will continue to be part of the national DC leadership team and also retain her role as U.S. DC sales leader for both the retirement risk and finance and investments business.

Magner previously served as the firm’s market leader in New England. She has more than 14 years of investment consulting experience with the firm. Prior to joining in 1998, she worked in the investment management industry as a marketing analyst at Quadra Capital Partners, and previously in operations at Boston Investor Services.

NAPFA Selects Three Members for National Board of Directors

The National Association of Personal Financial Advisors (NAPFA) announced that Anne Gibson, Tim Kober and J. David Lewis were selected to serve three-year terms on its national board of directors; the appointments will be effective Sept.1.

Gibson, of Gibson Financial Solutions in Ellsworth, Maine, began her career in financial services in 1983 and has since been actively involved in the profession, including work with the Certified Financial Planner Board of Standards and the North American Securities Administrators Association (NASAA).

Kober, of Cedar Financial Advisors in Beaverton, Ore., brings a unique business background to his role in NAPFA as he spent 18 years at Intel Corp. in a variety of roles, including as director of strategic planning.

Lewis, of Resource Advisory Services in Knoxville, Tenn., opened his fee-only financial planning firm in 1985.

They will complete their three-year terms on the board on Aug. 30, 2016.

New York Life Retirement Appoints Two Relationship Managers

New York Life Retirement Plan Services has appointed two new relationship managers in its technology and communications practice. Francesca Truska joined on April 22 as a vice president and executive relationship manager. She is based in Chicago. David Ramirez joined at the same time, and is serving as a relationship manager, based in San Francisco. They report to Michelle Morey, director and practice lead for the firm’s technology and communications practice client service team.

Previously, Truska was a senior relationship manager, and earlier a vice president of key accounts with Lincoln Retirement Plan Services. Prior to that, she served as a relationship manager at Prudential Retirement. She has also held consultant relations and institutional sales roles at Investors Management Group, Banc of America Capital Management, MetLife, Delaware Investments, CNA Trust and State Street Research & Management.

Ramirez joins from Precept Advisory Group, San Ramon, Calif., where he served for two years as a senior account manager. In the five years prior to that, he was a regional sales executive for Securian Retirement Services, San Jose.

Read the May 22 New Hire Roundup at AdvisorOne.

Reprints Discuss this story
This is where the comments go.