This week in personnel announcements and new hires, Robert Johnson was named president and CEO of the American College; Cris Alvarez joined Cambridge Investment Research; Timothy Langbein joined the Private Client Reserve of U.S. Bank; and CUNA Mutual Retirement Solutions announced that it has hired Paul Swanson and promoted Chris Phillips.
Also, Shane Hiller joined Citi Private Bank; Charles Brown went to Advisor Software;; WBI hired Daniel Colluccio; and Allianz Life Financial Services promoted Melissa Bottolfson.
Johnson to be President, CEO of American College
The board of trustees of the American College of Financial Services has named Robert Johnson president and CEO, beginning Oct. 1.
Johnson, the author of numerous books and articles, is professor of finance in Creighton University’s Heider College of Business and on the board of RS Investment Management. From 1996 to 2011, he held a number of senior executive positions at CFA Institute and has extensive experience with credentialing programs, ethical and professional codes of conduct, and global business expansion.
Alvarez Goes to Cambridge
Cambridge Investment Research Inc. has announced that Cris Alvarez has joined as vice president of business strategy, a newly created position. In this role, Alvarez will assist Jeff Vivacqua, senior vice president of business strategy.
Alvarez brings over 10 years of industry and business strategy experience to his new role. Most recently, his experience comes from various management roles within First Allied Securities in San Diego. His professional background reflects a career focused on strategic planning.
Private Client Reserve Welcomes Langbein
Timothy Langbein has joined the Private Client Reserve of U.S. Bank in New York as a senior private banker.
Langbein has more than 15 years of experience. Prior to joining, Langbein was vice president at JPMorgan Private Bank, serving in various wealth management roles, including capital advisor and banker. His previous experience also includes financial planning, investment advisory and investment bank accounting.
CUNA Adds Swanson, Advances Phillips
CUNA Mutual Retirement Solutions announced that it has hired Paul Swanson as vice president, intermediary sales and institutional relationship management. This new position consolidates areas led by Micah DiSalvo and Bill Feldmaier, who resigned earlier this year. Swanson reports to Paul Chong, senior vice president.
In addition, Chris Phillips has been promoted to director, institutional sales, reporting to Swanson.
Swanson joins with more than 26 years of experience in the retirement industry and of sales and sales leadership positions at companies such as ING, Prudential Retirement and Lincoln Financial Group. He was most recently managing director of the intermediary-sold DCIO and subadvisory markets for SEI Investments.
Hiller Joins Citi Private Bank
Citi Private Bank has announced that Shane Hiller has joined its San Francisco office as director and private banker. He reports to Lisa Roberts, head of Citi Private Bank in northern California.
Hiller brings more than 20 years of experience, and joins from Umpqua Bank’s private bank division, where he was market leader for the San Francisco region. Prior to that, he spent three years as a private banker with Citi Private Bank in San Francisco. Earlier, he was a SVP and financial advisor with Morgan Stanley Private Wealth Management, and prior to that he spent several years as a private client advisor with Wells Fargo Private Bank.
Advisor Software Welcomes Brown
Advisor Software Inc. (ASI) announced that Charles Brown has joined the company as VP of business development.
Prior to joining, Brown was VP of sales and business development at Windham Capital Management for three years. Earlier in his career, he was senior manager of the performance reporting solutions group at Informa Investment Solutions.
WBI Investments Hires Colluccio
Daniel Colluccio has been hired as director of institutional sales by WBI Investments.
Colluccio joins with over 10 years of experience in the field, including six years at BlackRock iShares as an investment management consultant. He most recently spent time with TD Ameritrade Institutional working with RIAs on practice management and technology consulting.
Bottolfson Advances at Allianz Life Financial Services
Allianz Life Financial Services (ALFS) LLC, the wholesale broker-dealer of Allianz Life Insurance Co. of North America, has announced that Melissa Bottolfson has been promoted to director of supervision and operations. She reports to Corey Walther, ALFS chief operating officer.
Bottolfson joined Allianz in 2004. She held a variety of positions in operations before joining the ALFS team in 2009.
Check out American College Retools ChFC Program on ThinkAdvisor.