Recent Hires and Promotions in the Financial Industry
3(38) Investment Fiduciaries, a firm specializing in 401(k) back-office work for advisers, has made a significant hire by bringing on Adrian Ramirez as their new director of investments. Ramirez, who previously held the position of director of retirement plans at Endeavor Retirement, brings a wealth of experience in retirement and investing-related roles from his time at SWBC Retirement Plan Services and LeafHouse Financial.
Ramirez’s expertise in “plan lineup design, fee analysis, and vendor searches” will be a valuable asset to the firm, according to a post on LinkedIn. As a fiduciary, Ramirez is committed to acting in the best interests of plan participants and avoiding conflicts of interest.
Founded by Managing Director Steve Wilkinson, 3(38) Investment Fiduciaries is also connected to (k)quote, a fee benchmarking service for plan advisers. The addition of Ramirez to the team signals the firm’s dedication to providing top-notch services to their clients and further solidifies their position in the industry.
In other news, Freedom Fiduciaries has welcomed Ashley Butz as their new retirement plan consultant. Butz, who previously worked at Fisher Investments as a retirement counselor, brings a client-focused approach and experience in fiduciary processes, participant education, and client experience enhancement to her new role.
Additionally, AssuredPartners Investment Advisors has added David Miller, president and CEO of First Harbor, and his team to lead its retirement services department in Houston. Miller’s nearly 25 years of experience in insurance, investment, and retirement planning will be a valuable asset to the firm as they continue to provide excellent customer service to their clients.
New York Life Group Benefit Solutions has promoted Meghan Shea to head of distribution and Kristina Welke to head of strategy, solutions, and marketing. Both executives bring years of experience in the insurance industry and will play key roles in driving business growth and delivering products and experiences for the firm’s clients, customers, and brokers.
Ocorian, a provider of financial services, has named Craig Buick as their new chief financial officer. With over 30 years of experience in financial services leadership positions, Buick will be responsible for controllership, finance business partnership, business intelligence, group legal, and mergers and acquisitions at Ocorian.
Lastly, the Georgetown University Center for Retirement Initiatives has appointed Manita Rao as a nonresident scholar. Rao, who also serves as a senior policy advisor for AARP, brings a wealth of knowledge and experience to her new role, further strengthening the center’s research initiatives.
These recent appointments and promotions highlight the continued growth and innovation within the financial services industry, as firms strive to provide top-notch services and expertise to their clients.