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Bolaji Lawal is a Vice President with Accordion, a private equity consulting firm, focused exclusively within the office of the CFO.

The new hire is part of the bank's push to expand the wealth management business.

Vedika Ahuja is the economic equity interim director at The Greenlining Institute.

Dr. Miles Varn is CEO of PinnacleCare, a health advisory services firm.

"This is a challenging time for the firm with the DoL rule," CEO Paul Reilly said.

The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.

Daron Gifford is the partner in charge of strategy and automotive consulting at the accounting firm and consultancy Plante Moran.