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 director of investments. Ramirez, who joins from Endeavor Retirement, where he held the position of director of retirement plans, brings a wealth of experience in retirement and investing-related roles from previous positions 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 3(38) Investment Fiduciaries, as stated in a post by the firm on LinkedIn. The firm emphasizes Ramirez’s commitment to acting in the best interests of plan participants and avoiding conflicts of interest, highlighting his fiduciary responsibilities.
3(38) Investment Fiduciaries was founded by Managing Director Steve Wilkinson, who is also the CEO of (k)quote, a fee benchmarking service for plan advisers. With Ramirez now on board as the director of investments, the firm is poised to further enhance its services and offerings in the retirement planning space.
In a similar move, Freedom Fiduciaries has also made a strategic hire by bringing on retirement plan specialist Ashley Butz as a retirement plan consultant. Butz, who previously worked at Fisher Investments as a retirement counselor, brings expertise in fiduciary processes, participant education, and client experience enhancement. CEO and President Shane Hanson expressed excitement about Butz’s client-focused approach and fresh insights, noting that her role will help enhance client services and support the firm’s growth and innovation efforts.
Additionally, AssuredPartners Investment Advisors has announced the addition of David Miller, president and CEO of First Harbor, and his team to lead its retirement services department in Houston. Miller, with nearly 25 years of experience at First Harbor, will leverage AssuredPartners’ resources and tools to continue offering excellent customer service to clients in the Houston marketplace.
New York Life Group Benefit Solutions has also made leadership changes, promoting Meghan Shea to head of distribution and Kristina Welke to head of strategy, solutions, and marketing. Both executives bring extensive experience in the insurance industry and will play key roles in driving business growth and delivering products and experiences for clients, customers, and brokers.
Lastly, Ocorian, a provider of financial services, has appointed Craig Buick as chief financial officer. Buick, with over 30 years of experience in financial services leadership positions, will be responsible for various financial functions at Ocorian as the company continues its growth journey.
Overall, these strategic hires and leadership changes in the financial services industry reflect a commitment to enhancing client services, driving business growth, and leveraging expertise to navigate the evolving landscape of retirement planning and financial services.