This week in personnel announcements and new hires, AIG Advisor Group named Allison Couch executive vice president of national sales. Jason Stamm was named central region president for the Private Client Reserve of U.S. Bank, FNEX brought in Chris Nelson, Eric Wilkinson and Marcus Relthford and Milbank, Tweed, Hadley & McCloy LLP announced that it has hired Catherine Leef Martin.
Also, James Larson II went to Wealth & Pension Services Group, and Franklin Templeton welcomed Jason Colarossi.
Allison Couch Joins AIG Advisor Group
AIG Advisor Group has announced that Allison Couch will join June 2 as executive vice president, national sales, a newly created position. She will be based in New York and report to Erica McGinnis, president and CEO.
Couch began her career as a financial advisor and managing executive affiliated with Royal Alliance. After more than 10 years as a producing advisor, she became a vice president of business development for Royal Alliance, and then SVP and head of business development at FSC Securities. She subsequently held a variety of positions and spent several years at LPL Financial as SVP. Most recently she served as managing director, wealth management, for Cetera Financial Group.
Franklin Templeton Welcomes Colarossi
Franklin Templeton has announced the hire of Jason Colarossi as vice president and head of strategic accounts for its investment-only division in the U.S. He reports to Yaqub Ahmed, senior vice president and head of investment-only division-U.S., who oversees the firm’s retail defined contribution and variable annuity IO businesses.
A 17-year veteran in the asset management and DC industry, Colarossi most recently served as national account manager within JPMorgan’s defined contribution investment solutions group. Prior to that, he held positions with Putnam Investments and the Bostonian Group.
Stamm Named Central Region President for Private Client Reserve
U.S. Bank Wealth Management announced that Jason Stamm was appointed regional vice president of the Private Client Reserve. He succeeds Mike Ott, who was recently named president of the Private Client Reserve of U.S. Bank. Stamm will be based in the Private Client Reserve’s headquarters office in Minneapolis.
With 21 years of financial services experience, Stamm has served with BMO Private Bank and its predecessors since 1996. In his most recent capacity as regional president, he led the business operations and talent integration for the Private Bank of BMO, Harris Bank and M&I in the north central region.
FNEX Welcomes Three
FNEX announced that it has hired Chris Nelson as the firm’s chief technology officer, and also added Eric Wilkinson and Marcus Relthford as vice presidents of business development in its sales division. Wilkinson will manage business development efforts based in Chicago and working across various states in the Northwest and upper Midwest; Relthford will manage business development efforts based in Cincinnati and working across the lower and south Midwest.
Nelson brings over 18 years of experience in technology, and joins from Delivra, where he was director of operations; he also spent many years there as director of information technology. Prior to Delivra, he held multiple roles at T2 Systems and Indiana Farm Bureau Insurance and earlier served as airborne communications operator for the U.S. Navy.
Prior to joining, Wilkinson was a financial advisor with Edward Jones. Previously he served as the chief operating officer with Grain/OTC/Options-Markets and vice president at Fed Fund Futures/Options.
Relthford served as vice president of institutional sales at Institutional Shareholder Services (ISS) prior to joining and covered markets in North America and EMEA. Before that he worked for the Montgomery County, Ohio, treasurer’s office and Scudder Private Investment Counsel.
Milbank Adds Martin
Milbank, Tweed, Hadley & McCloy LLP announced that Catherine Leef Martin has joined the firm as a special counsel in the alternative investments practice. She will be based in New York.
Martin, an Investment Company Act (1940 Act) and Advisers Act attorney, was previously counsel at Davis Polk in New York.
Wealth & Pension Services Group Adds Larson
Atlanta-based Wealth & Pension Services Group has announced that it has hired James Larson II as head of its new office in South Florida near West Palm Beach with the title of certified fund specialist.
Larson was formerly a vice president of investments with the Mutual Fund Store.
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