Retirement industry people moves - 2/27/2026. Beacon Pointe Advisors names new CEO; iPipeline appoints new chief revenue officer; Lenox Advisors hires new senior VP; and more. Reported by Beacon Pointe Advisors names new CEO. Beacon Pointe Advisors, a wealth management and advisory firm, named Matthew Cooper as its new CEO, succeeding Co-Founder Shannon Eusey, who is now transitioning into a new role as chair of the company's board of directors. Cooper has spent the last 15 years as president of Beacon Pointe. Beacon Pointe Advisors is a registered investment adviser, with offices and clients located nationally. As of January 30, total company assets included approximately $60 billion in assets under management and approximately $2.5 billion in assets under advisement. iPipeline appoints new chief revenue officer. IPipeline, a digital solutions provider for life insurance and wealth management industries, appointed Loren Brockhouse as chief revenue officer and Mike James as executive vice president of professional services, adding to the company's executive leadership for its next phase of growth. Both leaders will report to CEO Pat O'Donnell. Brockhouse will lead iPipeline's North American market strategy, overseeing sales, marketing, revenue operations and customer experience. He brings experience across legal tech and fintech organizations, including BigHand, Vanco and Businessolver. James will lead the continued transformation of iPipeline's professional services offering, focusing on operational efficiency and delivery models. He joins iPipeline with three decades of experience in consulting, software implementation and managing services. He has held positions at WellSky, Hyland, Lexmark and Amdocs. iPipeline also hired Alex Tompkins as vice president of product management, assuming responsibility for the company's life and wealth value streams. On iPipeline's U.K. senior leadership team, Ben Grant will lead the company's go-market functions, including sales, marketing and customer success. Lenox Advisors hires new senior VP of financial planning. Lenox Advisors Inc., an affiliate of NFP, an Aon company, hired Susan E. Owens as senior vice president of financial planning. She has more than 30 years of experience in financial services, adviser training and technology integration. Owens will focus on enhancing the firm's financial planning infrastructure and adviser resources. Owens joins Lenox Advisors from Osaic, where she led enterprise-wide financial planning initiatives for 10,000 independent financial advisers across eight different broker/dealers. Prior to Osaic, Owens held roles at First Command Financial Services, USAA and UBS. Sterlington grows philly private wealth practice with new hires. Law firm Sterlington PLLC strengthened its private wealth practice in Philadelphia with the addition of Associate Roberta Bombaci and Estate and Fiduciary Accountants Sheryl Roth and Robert M. Maxwell. The new hires add to Sterlington's ability to advise ultra-high-net-worth individuals, families and family offices on sophisticated estate planning, wealth transfer, tax strategy and estate administration. Bombaci, who joins Sterlington from Troutman Pepper Locke, advises individuals and families on estate and gift tax planning; trusts and estates; and family business succession. Roth brings more than four decades of experience across fiduciary accounting, estate and trust taxation, and IRS representation. Maxwell brings extensive experience in estate settlement, post-mortem planning and fiduciary accounting. Sterlington is a full-service law firm focusing on complex corporate litigation, executive compensation and private wealth matters. Dorsey & Whitney hires new health care litigation attorney. International law firm Dorsey & Whitney LLP hired Erin Secord for the firm's health care litigation group in Minneapolis. Secord joins the firm from the U.S. attorney's office for the District of Minnesota, where she was an assistant U.S. attorney handling broad civil litigation, including restitution enforcement, torts, civil commitments, bankruptcy, foreclosures and affirmative fraud. Secord additionally worked on behalf of several major U.S. federal administrative agencies. Davis Polk names new executive compensation partner. Law firm Davis Polk & Wardwell LLP announced that Amanda Hines Gold has joined the firm as a partner in its executive compensation practice in New York. Gold will be responsible for advising clients on executive compensation matters, such as designing, drafting and negotiating severance; change in control and executive employment agreements; preparing related disclosures for securities filings; and managing all executive compensation and employee benefits aspects of corporate transactions. Polk joins Davis Polk from Cravath, where she was a partner in the executive compensation and benefits practice. Employee Fiduciary hires 2 new retirement plan leaders. Employee Fiduciary LLP, a 401(k) recordkeeper and third-party administrator, announced the addition of Jack Moody as regional sales director and Mark Nicholas as vice president of ERISA and regulatory strategy. Moody joins with a decade of experience in recordkeeping, as well as trust and custody services. At Employee Fiduciary, he will be responsible for expanding relationships within the adviser community. Nicholas brings three decades of experience leading retirement service organizations in regulatory compliance, fiduciary best practices and automation, with a focus on small and midsize employers. Employee Fiduciary was founded in 2004, is headquartered in Mobile, Alabama, and serves more than 5,000 businesses and approximately 140,000 participants nationwide.

iPipeline, a digital solutions provider for life insurance and wealth management, has appointed Loren Brockhouse as Chief Revenue Officer and Mike James as Executive Vice President of Professional Services. Both will report to CEO Pat O'Donnell. Brockhouse will oversee North American go-to-market strategy, including sales, marketing, revenue operations and customer experience. He brings experience from legal-tech and fintech firms including BigHand, Vanco and Businessolver. James will lead the transformation of iPipeline's professional services, focusing on operational excellence and scalable delivery models. He has nearly three decades of executive experience at organisations including WellSky, Hyland and Lexmark. The company also appointed Alex Tompkins as Vice President of Product Management and named Ben Grant to lead UK go-to-market functions.

iPipeline strengthens Executive Leadership Team with strategic revenue and Professional Services appointments. Veteran hires underscore leading insurtech's commitment to scalable growth, customer excellence, and global execution WAYNE, Pa.-(BUSINESS WIRE)-iPipeline(R), a leading provider of digital solutions for the life insurance and wealth management industries, today announced the appointment of Loren Brockhouse as Chief Revenue Officer (CRO) and Mike James as Executive Vice President (EVP), Professional Services, further strengthening the company's Executive Leadership Team. Both leaders will report directly to iPipeline CEO Pat O'Donnell. CRO Loren Brockhouse will lead iPipeline's North American go-to-market strategy, overseeing sales, marketing, and revenue operations. He will also oversee customer experience - including support and customer success - with a focus on driving scalable growth and exceptional customer experiences across carriers, distributors, agents/advisors, and consumers. Brockhouse brings extensive experience in revenue leadership across legal-tech and fintech organizations, including BigHand, Vanco, and Businessolver, where he built high-performing go-to-market teams and simplified complex sales motions to unlock sustainable growth. "I'm thrilled to be joining iPipeline," commented Loren Brockhouse, CRO, iPipeline. "The company's commitment to driving connected, digital experiences aligns deeply with my focus on customer-focused, tech-forward value creation. I'm excited to partner with the talented teams at iPipeline to help our customers succeed while driving business growth." "Loren is a proven, people-first leader with deep experience building revenue systems, go-to-market teams, and operating models that support sustained growth," commented Pat O'Donnell, CEO, iPipeline. "As iPipeline scales in an era defined by rapid technological change and AI-driven opportunity, his expertise in revenue strategy and customer experience will be critical to helping our customers modernize and compete." iPipeline has appointed Mike James to the role of EVP of Professional Services, in which James will lead the continued transformation of iPipeline's Professional Services offering, focusing on operational excellence, scalable delivery models, and long-term value creation for clients worldwide. James joins iPipeline with a long history of experience in consulting, software implementation, and managed services, including nearly three decades at the executive level. He has led large-scale transformations at organizations such as WellSky, Hyland, Lexmark, and Amdocs, delivering improvements in revenue growth, margin performance, and operational efficiency. "I'm looking forward to helping iPipeline further advance the transformation of its Professional Services functions," commented Mike James, EVP, Professional Services, iPipeline. "There is a tremendous opportunity to build scalable delivery models that enhance customer outcomes, strengthen margins, and support the company's long-term growth strategy." "Mike brings extensive experience building and transforming professional services organizations that deliver long-term customer value," commented Pat O'Donnell, CEO, iPipeline. "As we continue to evolve our delivery models to support operational excellence, his leadership in services strategy and execution will be pivotal to our continued success." The company also made an additional senior hire in Product Management with the appointment of Alex Tompkins as Vice President of Product Management, assuming responsibility for the company's Life and Wealth value streams. On iPipeline's UK Senior Leadership Team, iPipeline announced that Ben Grant will lead the company's go-market functions, including sales, marketing, and customer success. These leadership appointments reflect iPipeline's continued investment in senior talent to support innovation, operational excellence, and long-term growth. About iPipeline iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry's largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows - from quote to commission - with seamless integration. The company's vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry. Since its establishment in 1995, iPipeline has helped protect more than 49 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected more than $33 billion in premium in life insurance and $55 billion in annuities in 2022. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500(R) and Fortune 1000(R) indices.