This week in personnel announcements and new hires, the Insured Retirement Institute named Robert Moore the new chairman of its board; U.S. Bank welcomed Matthew Tilghman-Havens and Myles Michale, Jr.; Alliott Group member NSBN LLP announced the licensing of four new CPAs; Dynasty Financial Partners announced a new partnering with Nova Wealth Advisors; and the Independent Directors Council named Paul Freeman as new chair.
Also, Daron Smith rejoined Advisor Software; Brian Rice went to Aequitas Capital; Fidelity & Guaranty Life welcomed Chris Littlefield and Jim Benson; the Investment Company Institute elected William McNabb to an additional term as chairman of its board of governors; and William Holder went to Cornerstone Research.
Moore Named Chairman of IRI Board
The Insured Retirement Institute announced that Robert Moore, president of LPL Financial, has been elected chairman of its board of directors. In addition, officers elected were Bruce Ferris, president, Prudential Annuities Distributors, vice chairman; John Carter, president and chief operating officer, Nationwide retirement plans, Nationwide Financial, past chairman; and John Papadopulos, president, Wells Fargo retirement, Wells Fargo & Company, secretary and treasurer.
Elected to serve as at-large members of the executive committee were William Benjamin, CEO, U.S. Bancorp Investments Inc. and U.S. Bancorp Insurance Services; Robert DeChellis, president and CEO, Allianz Life Financial Services; Nick Lane, senior executive director, head of U.S. life and retirement, AXA; and Paula Nelson, executive vice president, head of annuity distribution, Forethought Financial Group.
New board members elected to serve three-year terms expiring in 2017 were: Erica McGinnis, president and chief executive officer, AIG Advisor Group; George Riedel, head of financial institutions, U.S. investment services, T. Rowe Price Inc.; and Larry Roth, CEO, Cetera Financial Group. Elected as replacements to fill terms expiring in 2015 and 2016, respectively, were David Cruz, senior managing director, head of retail annuities, New York Life Insurance Company and David Paulsen, president, Transamerica Distributors, Transamerica Capital, Inc.
McNabb to Serve Additional Term at ICI
The Investment Company Institute has announced that William McNabb has been elected to serve an additional term as chairman of its board of governors, and Gregory Johnson will serve an additional term as vice chairman. The membership has also elected three new board members.
McNabb is chairman and CEO of Vanguard. He was first elected to ICI’s board in 2008 and has served on the executive committee since 2009. McNabb joined Vanguard in 1986, became CEO in 2008, and was named chairman of the board of directors and the board of trustees in 2009.
Johnson is president and CEO of Franklin Resources, Inc. David Booth, chairman and co-CEO of Dimensional Fund Advisors LP, and Marie Knowles, independent director, Fidelity Fixed Income and Asset Allocation Funds, were also elected to the board, and Charlie Morrison, president of asset management at Fidelity Investments, was elected to fill an open board seat.
U.S. Bank Adds Tilghman-Havens, Michale
U.S. Bank announced that Matthew Tilghman-Havens has been named senior wealth planner for the Private Client Reserve of U.S. Bank in Seattle and Myles McHale, Jr., has been hired as a wealth management advisor managing director for the Private Client Reserve in Naples, Florida.
Tilghman-Havens joins from Graham & Dunn PC in Seattle, where he was an attorney on the estate planning team. He previously served as a managing assistant attorney general for the licensing and administrative law division of the WashingtonState attorney general’s office.
McHale has worked in the banking and financial services industry since 1981. Prior to joining, he was a managing director of Wilmington Trust Investment Advisors’ consultant relations liaison group. In addition, he has held a variety of leadership positions at Fleet Investment Services, Chase Manhattan Bank and The Morgan Bank.
NSBN Announces Licensing of Four New CPAs
Alliott Group member NSBN LLP has announced that Anne Brillo, Kalina Grayson, Jason Nicholson and Lawrence Zlot have been licensed as certified public accountants as of July 1.
Brillo is a taxation specialist in the business management department at NSBN, serving clients in the entertainment industry and high-net-worth individuals. Grayson provides tax and accounting services in the entrepreneurial services department, serving closely held businesses and nonprofits. Nicholson provides both audit and tax services for the real estate department, with an emphasis on affordable housing, conventional rental and commercial properties. Zlot is a taxation specialist in the real estate department, serving partnerships as well as S corps and individual investors.
Dynasty Financial Partners Adds Nova Wealth Advisors