Movement of people in the retirement industry | Plan Advisor


Ubiquity Promotes Mazooji to COO, Hires
Mo El-Emari, Senior Vice President, Client Experience

Mo El Emali

Nasrin Mazuzi

Ubiquitous retirement + savings announced the promotion of Nasrin Mazuzi to Chief Operating Officer Mo El Emali As Senior Vice President of Client Experience.

Mazooji will be responsible for designing and executing strategic plans to grow Ubiquity’s business. Prior to that, as a senior executive at the company since 2013, he oversaw the company’s corporate and ERISA compliance, as well as regulatory affairs.

“In my new role, I look forward to building on Ubiquity’s success and accelerated growth to further expand our reach in the small business market,” Mazooji said in a statement.

At Ubiquity, El Emali will oversee the company’s growing client experience team. The Perfect Customer He Cares He has over 25 years of experience as an executive. He specializes in managing software as a service, post-sales consumer engagement, reputation management, and relationship building.

“We are thrilled to have Mo join the Ubiquity family and he is already making a positive impact on the team. Andrew MeadowsSenior Vice President of Human Resources, Brands and Culture at Ubiquity.

Hub International Hires Two SVPs

Matthew Sontag

John Meek

hub international announced John Meek As Senior Vice President and Chief Marketing Officer, Matthew Sontag Senior Vice President and Chief Claims Officer at Hub Private Client.

“Both John and Matthew have considerable years of experience in the private client market and will be invaluable to HUB.” Catherine flutterolaHub Private Client Executive Vice President said:

Meek will oversee strategic growth initiatives and career management for the private client practice. Most recently, Meek worked for Chubb Personal Risk Services as Senior Vice President of Sales. Prior to that, he was a broker at ACE where he served as a distribution Chubb, and Fireman’s Fund Insurance Co.

In his new role, Sontag will lead the hub’s risk management, claims resources, and consulting services for high net worth and ultra high net worth clients. Most recently, she was Vice President of Property Claims at Pure Insurance.

Bernstein Private Wealth Management Promotes Alex Chaloff to CIO

Alex Chalov

alliance bernsteinpowered by Bernstein Private Wealth Management Alex Chalov To the newly created CIO position.

Overseeing Bernstein’s $113 billion platform, Charoff advises on asset allocation, oversees investment platforms, builds model portfolios, develops new products, manages research, tax planning and solutions, real estate planning research, and more. , will lead a team of strategists involved in investment and wealth planning. He will also be responsible for the firm’s investment partnerships and other external managers across traditional and alternative asset classes.

“Under Alex’s investment leadership, Bernstein Private Wealth has evolved into the investment manager it is today.” Onur ErzanThe head of Bernstein Private Wealth and AB Global Client Group said in a release: “Alex is passionate about our company and culture, and his strong commitment to our clients continues to inform his investment decisions and asset allocation advice.”

Chaloff joined Bernstein Private Wealth Management in 2005 as Senior Portfolio Manager and was promoted to Head of Alternative Asset Strategy in 2017. He is co-head of investment and asset strategy.

Welcome to North Peer Search Consulting literizer as Senior Consultant

Kathleen Ritterizer

NORTH PIER SEARCH CONSULTING announced Kathleen Ritterizer Joined as Senior Consultant.

“I am delighted to be joining the Northpeer team as we share a commitment to deploying our wealth of experience and expertise to advocate for fiduciary clients.” litterizer statement.

An authority on the endowment investment model and an outsourced CIO, literizer Co-author of the book Foundation and Endowment Investing and Top Hedge Fund Investors. She is a former executive her director of the Commonfund Institute and the founder of the Uncorrelated LLC Investment Forum.

“Kathleen is an accomplished authority in the endowment and foundation community and we are thrilled to have her join Northpeer.” Jim ScheinbergFounder and Managing Partner of North Pier.

Sanctuary Wealth Appoints Two Kevins as Chief Legal and Compliance Officers

Kevin Chase

Kevin Miller

Wealth of Sanctuary appointed Kevin Miller As Chief Legal Officer and Reappointment Kevin Chase as Chief Compliance Officer.

Miller joined Sanctuary from the Carson Group, where he served as General Counsel and Corporate Secretary. He brings his 30+ years of experience in the wealth management industry to Sanctuary.

tracking Has been in Sanctuary leadership since 2019. He has over 25 years of experience in compliance supervision, including many years as a divisional manager at Merrill Lynch.

Kevin Miller and Kevin Chase An experienced veteran of the wealth management industry, he has a proven ability to tailor legal, regulatory and compliance functions to the needs of sophisticated and demanding wealth managers and their clients. ” Adam MalamedCEO of Sanctuary, in a statement.

SEI management change following integration of asset management business

With the global integration of the asset management business in October 2022, SEI Investments Co., Ltd. Made some changes to leadership.

These roles are Wayne WithlowExecutive Vice President and Head of Global Asset Management:

  • vice president Paul Crowder Transitioned from Head of SEI’s Institutional Business to Head of SEI’s Advisory Business.
  • Jay Cipriano He will assume the role of Executive Vice President and Head of SEI’s Institutional Business.
  • J. Womack Appointed Global Head of Investment Solutions.

The following roles report to Phil McCabeExecutive Vice President, Head of Investment Manager Business at SEI:

  • carmine remo He will become Senior Vice President and Head of SEI’s Alternatives Business.
  • Tessa Smith He will be responsible for the largest segment of IMS, enterprise clients.
  • Chad Longnecker He will be responsible for IMS’ strategic growth client segments.

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