The Insured Retirement Institute has announced the election of LPL Financial President Robert Moore as chairman of the IRI board of directors.
In addition to Moore, three new board members were elected to three-year terms and two others were elected to fill unexpired terms on the board.
The new members are Erica McGinnis, president and CEO of AIG Advisor Group (who succeeded Larry Roth in those executive positions last year); George Riedel, head of Financial Institutions for T. Rowe Price's U.S. Investment Services; and Roth, CEO of Realty Capital's independent BD, Cetera Financial Group.
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The board members filling unexpired terms are David Cruz, head of Retail Annuities for New York Life Insurance Co., whose term will expire in 2015, and David Paulsen, president of Transamerica Distributors, whose term will expire in 2016.
As chairman of the IRI board, Moore succeeds John Carter, president and COO of Nationwide Retirement Plans.
In a statement following his election, Moore said that "the most distinct aspect about IRI is our breadth of participation from across the industry with a singular focus on advocating and educating all constituents about the profound need to ensure access to retirement solutions for every American.
"Recent developments on the regulatory front will demand that we remain united and committed to providing fact-based research and advocacy resources to ensure that these strategies will continue to be accessible to all Americans as part of their retirement plans."
Board members re-elected to serve three-year terms expiring in 2017 include Carter; Greg Cicotte of Jackson National Life; William Loehning of Fidelity Investments; Thomas Streiff of TIAA-CREF, and Will Fuller, president of Lincoln Financial Group Distribution. During the IRI conference, Fuller was one of two recipients of IRI's first annual leadership awards, along with Kerry Geurkink of Securian Financial.
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James J. Green
Jamie Green is editor of Jamie Green Reports, an advisor-focused writing, editing and shepherding service. He can be reached at [email protected]. Jamie is former Group Editorial Director of the Investment Advisory Group at ALM Media, where he had overall editorial responsibility for ThinkAdvisor.com and Investment Advisor and Research on Wealth magazines, monthly print magazines that have served advisors of all kinds for more than 30 years. In more than 30 years of experience in print and electronic journalism, Jamie has been covering the investment advisory industry since 1999. In the 1990s he worked for nine years at The New York Times, where he was editor of TimesFax, an electronic version of the newspaper of record now known as TimesDigest. In the 1980s he was editor of Tele/Scope, a pioneering electronic news service based in New York, and was editor of Telecommunications Research, a monthly journal. He holds a bachelor's degree in philosophy from St. Hyacinth College in Granby, Massachusetts, and studied theology on the graduate level at St. Anthony-on-the-Hudson, Rensselaer, New York.
