Among personnel changes in the retirement industry was the appointment of Erin Donnelly as managing director and head of defined contribution investment only (DCIO), a newly created role, by TIAA Global Asset Management.
Donnelly will lead a unified DCIO business that combines the teams of both Nuveen Investments and TIAA Investments, and will lead a recently expanded team of more than 20 DCIO professionals focused on meeting advisor, consultant, and plan sponsor demand for investment solutions in the 401(k), 403(b) and 457 marketplaces. The organization intends to add additional resources to support the retirement advisor and consultant needs in the middle and larger segments of the market.
Donnelly previously served as managing director of business development in Nuveen Wealth Management. Earlier, she spent nearly 15 years at Merrill Lynch, where she was managing director and head of global funds and insured solutions.
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AllianceBernstein
At AllianceBernstein L.P., which manages more than $46 billion in total defined contribution assets, Jeff Eng has rejoined as managing director of custom DC solutions. Eng originally joined AB in 2001 as a product director in defined contribution, where he was involved in the development and launch of the Lifetime Income Strategy target-date fund.
Efficient Advisors
Nicole Newlin was named president of turnkey asset management program (TAMP) provider Efficient Advisors, LLC, a 3(38) advisor to plan advisors based in Philadelphia. Newlin will have broad responsibility across various functional areas of the firm. Most recently she was a partner at Pathfinder Strategic Solutions
Lincoln Financial Retirement Plan Services
And at Lincoln Financial, its Retirement Plan Services business hired Ralph Ferraro as senior vice president, head of product. Ferraro is based in Radnor, Pennsylvania, and reports to Jamie Ohl, president, RPS. Prior to joining, Ferraro was senior vice president, head of product for Voya Financial, Inc. and was responsible for the profitability and product management of small/mid corporate and institutional markets. Earlier, he held executive positions with CitiStreet, LLC.
In addition, Aziz Syed joined RPS's product and solutions management team. He has been named vice president, stable value leader, and reports to Ferraro. Syed brings more than 20 years of experience in financial leadership roles.
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