Retirement industry people moves - 3/27/2026. Finseca elects Prudential's Moira Buckley as secretary, future board chair; GW&K names 3 new partners; Voya hires Bill Whittington to Southeastern retirement sales team; and more. Reported by Finseca elects Prudential's Moira Buckley as secretary, future board chair. The board of directors at Finseca, a professional organization for financial advisers, elected Prudential Financial's Moira Buckley, the Western vice president for Prudential Advisors, as secretary. Buckley's role will culminate in her expected term as board chair of the group in 2028 and 2029. As secretary, Buckley will progress through the organization's leadership "chairs" in a succession path to ensure strategic alignment across the group. "Serving in Finseca's leadership team is an opportunity to give back and help move the profession forward in ways that ultimately benefit the clients we all serve," Buckley said in a statement. "This Women's History Month, as I take on this new role, I am committed to broadening participation in the profession - especially by ensuring women are represented and supported in leadership." GW&K names 3 partners. GW&K Investment Management LLC named Brett Kozlowski, Brian Maguire and David Rouse as partners in the firm. Kozlowski, a portfolio manager for the firm's taxable bond strategies, joined GW&K in 2025. He is responsible for opportunistic and strategic portfolio positioning, as well as the performance and risk management of those strategies. Before joining GW&K, Kozlowski served as a co-head of structured credit at Franklin Templeton, where he managed multi-asset fixed-income funds and structured credit-specific mandates. Maguire joined GW&K in 2025 as chief financial officer. Previously, Maguire was the head of financial operations and partner services at Wellington Management. Rouse joined GW&K in 2018 as the director of compliance and risk management and was appointed chief compliance officer in 2021. In his current role, he oversees the management of the firm's compliance program and serves as a leader of the firm's risk management, internal controls and regulatory oversight processes. Before joining GW&K, Rouse held several roles at Wellington Management and began his career at Fidelity Investments. TRA appoints Brad Wehrfritz as regional plan consultant. The Retirement Advantage Inc. appointed Brad Wehrfritz as a regional plan consultant. Wehrfritz will support advisers and plan sponsors throughout Arkansas, Kansas, Missouri, Nebraska and Oklahoma. He will report to Tim Lastivka, vice president of national sales and distribution. Wehrfritz joins TRA with more than 15 years of experience in retirement plan consulting, client relationship management and sales. He most recently served as a retirement plan consultant at Epic Retirement Plan Services and, earlier in his career, held senior roles at Bank of America, CitiMortgage, Lockton Investment Advisors and OneAmerica. Wehrfritz's experience includes adjusting plan designs to address compliance testing results, conducting annual plan reviews, and leading retirement education and enrollment meetings for sponsors and participants. Savant promotes Zach Ivey to chief investment and advice officer. Savant Wealth Management, a registered investment adviser, promoted Zach Ivey to the newly created role of chief investment and advice officer, effective April 1. Ivey will report to Kevin Hrdlicka, head of wealth. Ivey has served as Savant's chief investment officer since January 2025 and was previously a financial adviser. In the expanded role, Ivey will continue to lead Savant's investment team and will add oversight of the firm's wealth advice strategy, including financial planning, investment management, tax planning, risk management and wealth transfers. Voya hires Bill Whittington to Southeast retirement sales team. Voya Financial Inc. hired Bill Whittington as a divisional vice president for the retirement sales team, effective February 23. Whittington is based in North Carolina and reports to Bill Elmslie, senior vice president of emerging market sales. Whittington is responsible for leading sales strategy and growth in the Southeast region and is focused on emerging markets. Whittington has more than 30 years of sales experience in the retirement industry. Before joining Voya, he served as a regional sales director at Empower. Earlier in his career, he held sales leadership roles at American Funds and Principal Financial Group. Epic Retirement Plan Services adds Dan Collins to sales team. Epic Retirement Plan Services added Dan Collins to its sales team to cover the Northeast territory. Based in Boston, Collins will support advisers from Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont. Collins has more than 20 years of retirement industry experience, specializing in sales, marketing and plan consulting. He most recently served as a marketing manager at Ascensus.

Retirement industry people moves - 3/6/2026. GW&K promotes Michael Clare to president; Jason Levy promoted to head of retirement policy at Great Gray; Hashdex appoints Mick McLaughlin as CEO; and more. Reported by GW&K promotes Michael Clare to president. GW&K Investment Management promoted Michael Clare to president. Clare was named a partner in the firm in 2018 and reports to CEO Thomas F.X. Powers. Powers held the position of co-president until his promotion to co-CEO in 2022. Clare will drive the firm's strategic priorities and lead all sales, marketing, client service and distribution efforts. Clare will also continue to serve on the firm's management committee. Clare joined GW&K in 2010 to establish and lead the firm's institutional business channel. Since then, he has held overall responsibility for GW&K's global business development, consultant relations and relationship management. Prior to joining GW&K, Clare held senior roles in institutional client relationship management and business development at firms including the Boston Co. Asset Management, Investors Bank & Trust, and Putnam Investments. Jason Levy promoted at Great Gray. Great Gray Trust Co. promoted Jason Levy to deputy general counsel and head of retirement policy, effective March 2. Levy had served as senior counsel since joining the firm in October 2024. As deputy general counsel, Levy oversees the legal team responsible for advising on the design and operation of Great Gray's collective investment trusts and other investment solutions. As head of retirement policy, he is responsible for the firm's efforts to identify, shape and advocate for policies that expand access to high-quality retirement investments and services and improve financial security for retirees. In this role, he works across industry, legislative, regulatory and policy communities to enhance the defined contribution marketplace by increasing benefits and participation, as well as strengthening protections. Hashdex appoints Mick McLaughlin as CEO. Hashdex, a cryptocurrency asset manager focused on exchange-traded funds for wealth managers, announced on Thursday the appointment of Mick McLaughlin as CEO. McLaughlin, who also serves as global head of distribution, has led Hashdex's crypto ETF platform since joining the firm in 2024. In addition to leading the U.S. business, he will continue to oversee Hadhdex's worldwide distribution strategy and institutional partnerships. Prior to joining Hashdex, McLaughlin served as chief distribution officer at Bitwise Asset Management. Earlier in his career, he was a managing director and head of ETF distribution for the Americas at Deutsche Bank. Prior to that, he worked to build the iShares ETF businesses at Barclays and BlackRock. Nationwide names Ed Malone associate VP, protected retirement sales. Nationwide Retirement Solutions promoted Ed Malone to associate vice president for protected retirement sales from his previous position as director of the division, as of February 16. Malone reports to Cathy Marasco, vice president of protected retirement. Malone has more than 20 years of experience with Nationwide, focusing solely on protected retirement product distribution since 2020. As associate VP, Malone will aim to expand Nationwide's investment-only distribution and drive recordkeeping sales across the company's suite of protected retirement solutions.