This week in new hires, Mariner Wealth Advisors announced its acquisition of a majority interest in Orizon Investment Counsel’s wealth management division; Lynne Ford joined Calvert Investments; Greenspring announced a number of new hires and a promotion; and Jerry Miller was named senior advisor at Lightyear Capital.
Also, Susan Chung became chief operating officer at HNW; Pete D’Angio joined Pentegra Retirement Services; Western and Southern Group named two new executives; and Christian Gabrielsen joined the Lightstone Group.
Orizon Investment Counsel Joins Mariner Wealth Advisors
Mariner Wealth Advisors announced Monday that it is acquiring a majority interest in the wealth management division of Omaha-based Orizon Investment Counsel. Orizon, with 14 wealth professionals, will change its name to Mariner Wealth Advisors.
What Your Peers Are Reading
Mariner’s services include wealth transfer, risk management, philanthropy, investment advisory services, executive compensation and benefits planning, business succession planning, family office services and insurance consulting.
Lynne Ford Tapped to Head Calvert Investments Distribution and Marketing
Calvert Investments announced Monday that Lynne Ford has been named to the newly created position of executive vice president and head of distribution and will lead a team that includes retail sales, institutional sales, marketing and public relations. She will also be a member of Calvert’s management committee.
Ford has more than 20 years of experience in investment sales and marketing. Most recently, she served as executive vice president and CEO of individual retirement at ING US. Before that, she spent 19 years at Wachovia, which merged with Wells Fargo in late 2008, and served in a number of executive capacities within its investment and distribution organizations. As EVP, retail retirement, she led both the annuity and IRA businesses; prior to that, she spent 10 years as senior vice president and managing director for Evergreen Investments.
Greenspring Announces New Hires, Promotion
Greenspring Wealth Management recently announced one internal promotion and the addition of three new team members.
Laura Stoner of the Towson, Md., office, who joined Greenspring in April 2010 as client service manager, has been promoted to operations manager. In this role, she is responsible for the firm’s operational and administrative function along with client service for its private client group.
Molly Goetz joined Greenspring in January as a financial advisor in the private client group. Prior to joining Greenspring, she worked in a variety of capacities in the institutional equity division of Deutsche Bank, and most recently was an associate at a private equity firm. She is based in the Towson, Md., office.
Kelly Montgomery joined in April as an administrative associate after working for five years at Grace Fellowship Church. At Grace she held administrative positions in two departments and gained experience in volunteer and event management as well as corporate communications. In her new role, she supports administrative and client service efforts of both the private client and institutional client groups and works in the Towson, Md., office. Evan Melcher joined in May as a retirement plan consultant in the institutional client group. Earlier, he worked for 11 years at SunTrust Bank, where he spent the majority of his career as a director in the employee benefit solutions division. He was also a member of the investment oversight committee for the SunTrust Institutional 401(k). He is responsible for leading business development and marketing efforts in the southeast market and works in the Watkinsville, Ga., office.
Lightyear Capital Names Jerry Miller Senior Advisor
Lightyear Capital announced Monday the appointment of Jerry Miller, former president and CEO of Van Kampen Investments, as senior advisor on behalf of its affiliated funds.