Key Takeaways
- • Thomas Cannataro joins Mercer as U.S. wealth management leader, reporting to Anne Marie Schultz, Mercer's U.S. investments commercial leader, after more than 20 years at BlackRock, where he most recently headed portfolio design and models distribution.
- • Citi Wealth hires Alex Kokolis as head of investments platform experience, effective September 8, reporting to Keith Glenfield, head of investment solutions; Kokolis previously was global head of wealth management client segments at MSCI.
- • Kestra Financial appoints Kelly Apple as head of wealth management, succeeding John Amore, who was promoted to Kestra president; Apple comes from BlackRock, where she spent more than 13 years as managing director and head of national accounts.
- • EPIC promotes Adam Okun to president of employee benefits, succeeding Craig Hasday, who becomes vice chairman of employee benefits; Okun will oversee the firm's client segments and integration of Pharmaceutical Strategies Group.
- • Brown & Brown names Dan Aceti and Scott Richardson co-leaders of its life and executive benefits practice, both reporting to John Greenbaum, and Alerus hires Chris Chingren as regional vice president of retirement sales for five states.
Summary
Marsh LLC announced that Thomas Cannataro has joined Mercer as its U.S. wealth management leader, effective immediately. Cannataro reports to Anne Marie Schultz, Mercer's U.S. investments commercial leader. He joins from BlackRock, where he spent more than 20 years in leadership roles within the U.S. wealth advisory division. His most recent role was head of portfolio design and models distribution, leading a national business focused on commercialization and adviser adoption of model portfolios and portfolio construction solutions. Earlier, he held senior distribution and business leadership roles, including head of the Princeton and San Francisco desks and head of the adviser services group.
Citi Wealth, the wealth management division of Citigroup Inc., hired Alex Kokolis as head of investments platform experience, effective September 8. Based in New York, Kokolis will report to Keith Glenfield, head of investment solutions, and will work with Citi Wealth's investment products teams and wealth intelligence and client segment leaders, according to an internal memo confirmed by a Citi Wealth spokesperson. Kokolis has more than 25 years of wealth management experience, most recently as global head of wealth management client segments at MSCI Inc. He previously was head of investment product and platform at Wilmington Trust, a managing director with UBS Investment Bank's wealth management advice and platforms product management team, and held several roles at Merrill Lynch.
Kestra Financial appointed Kelly Apple as head of wealth management, succeeding John Amore, who was recently promoted to president of Kestra. According to the firm's announcement, Apple was selected for her leadership experience, strategic perspective and record of building partnerships across wealth management. Her responsibilities include strengthening and expanding Kestra's investment, planning and advisory capabilities. Apple joins from BlackRock, where she spent more than 13 years, most recently as managing director and head of national accounts. She has more than 20 years of experience in asset management and intermediary distribution, including senior roles at DWS Investments and Van Kampen Investments.
EPIC promoted Adam Okun to president of employee benefits, succeeding Craig Hasday, who was appointed vice chairman of employee benefits. Okun has 20 years of employee benefits experience, most recently as EPIC's regional practice leader, and previously was co-president of Frenkel Benefits, which EPIC acquired in 2017. He will align EPIC's small group, lower-middle market, upper-middle market and large national consulting client segments and further integrate Pharmaceutical Strategies Group into the employee benefits platform.
In other moves, Brown & Brown Inc. named managing directors Dan Aceti and Scott Richardson practice co-leaders of its life and executive benefits group, both reporting to John Greenbaum, senior vice president of retail. Each has more than 35 years of insurance industry experience. Alerus hired Chris Chingren as regional vice president of retirement sales, serving advisers in Arkansas, Kansas, Missouri, Nebraska and Oklahoma; he previously spent 10 years as a client relationship manager at Voya Financial.
Citi Wealth, the wealth management division of Citigroup Inc., hired Alex Kokolis as head of investments platform experience, effective September 8. Based in New York, Kokolis will report to Keith Glenfield, head of investment solutions, and will work with Citi Wealth's investment products teams and wealth intelligence and client segment leaders, according to an internal memo confirmed by a Citi Wealth spokesperson. Kokolis has more than 25 years of wealth management experience, most recently as global head of wealth management client segments at MSCI Inc. He previously was head of investment product and platform at Wilmington Trust, a managing director with UBS Investment Bank's wealth management advice and platforms product management team, and held several roles at Merrill Lynch.
Kestra Financial appointed Kelly Apple as head of wealth management, succeeding John Amore, who was recently promoted to president of Kestra. According to the firm's announcement, Apple was selected for her leadership experience, strategic perspective and record of building partnerships across wealth management. Her responsibilities include strengthening and expanding Kestra's investment, planning and advisory capabilities. Apple joins from BlackRock, where she spent more than 13 years, most recently as managing director and head of national accounts. She has more than 20 years of experience in asset management and intermediary distribution, including senior roles at DWS Investments and Van Kampen Investments.
EPIC promoted Adam Okun to president of employee benefits, succeeding Craig Hasday, who was appointed vice chairman of employee benefits. Okun has 20 years of employee benefits experience, most recently as EPIC's regional practice leader, and previously was co-president of Frenkel Benefits, which EPIC acquired in 2017. He will align EPIC's small group, lower-middle market, upper-middle market and large national consulting client segments and further integrate Pharmaceutical Strategies Group into the employee benefits platform.
In other moves, Brown & Brown Inc. named managing directors Dan Aceti and Scott Richardson practice co-leaders of its life and executive benefits group, both reporting to John Greenbaum, senior vice president of retail. Each has more than 35 years of insurance industry experience. Alerus hired Chris Chingren as regional vice president of retirement sales, serving advisers in Arkansas, Kansas, Missouri, Nebraska and Oklahoma; he previously spent 10 years as a client relationship manager at Voya Financial.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.