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May 29, 2013 at 11:26 AM
This 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).
