Almost a year has gone by since Daniel J. Barry stepped in to oversee the Financial Planning Association’s office in Washington, D.C., after its chief lobbyist, Duane Thompson, left.
Now, the organization has appointed Barry as its managing director of government relations and public policy.
Taking the lead on the FPA’s strategic advocacy and legislative efforts, Barry will be one of the strongest voices for the financial planning profession inside the Beltway. He will also oversee and continue to run its Washington office, which is in charge of the group’s grassroots, ethics, policy and lobbying activities.
Already, Barry has earned his stripes as the organization’s lead advocate. Since joining the organization in 2007 as director of government relations, Barry managed the FPA’s key legislative initiatives such as its role as part of the Financial Planning Coalition. The coalition is a collaboration of the Certified Financial Planner Board of Standards, the National Association of Personal Financial Planners and the FPA.
Most recently, that group pushed to have a uniform fiduciary standard for all financial advisors included in recently passed financial reform law.
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Also on the move the week:
The American College Foundation has named Reginald N. Rabjohns as chairman of its board of directors. He is an American College trustee and former president of the Million Dollar Round Table, which is based in Park Ridge, Ill.
BNY Mellon Wealth Management hired Michael Salsbury as a senior director of the Santa Barbara, Calif., area. He was president and chief executive officer of American Riviera Bank.
The Financial Industry Regulatory Authority named Susan Axelrod as executive vice president and head of its member regulation sales practices area. Axelrod was senior vice president of its regulatory operations.
LifeYield, which based in Boston, hired Mike Mason as a vice president of advisor solutions. In that role, he will support advisors on its LifeYield ROI product. Mason was a team leader at FundQuest.
MassMutual Retirement Services named Michael Reilly as a divisional sales manager for its South/Central region, encompassing 14 states, plus eastern and central Wisconsin. He was an institutional sales director for JPMorgan Chase & Co.
Mirae Asset Global Investments hired Vincent J. Leon as a national sales manager, a newly created position. He had been a regional sales director at GE Asset Management.
The Securities and Exchange Commission hired David W. Blass as its associate general counsel for legal policy. He was a special counsel for the asset management group at Willkie Farr & Gallaher, a New York City-based law firm.
TIAA-CREF named Virginia “Gina” Wilson as its executive vice president and chief financial officer. She was an executive vice president and chief financial officer at Wyndham Worldwide Corp., where she created the financial technology infrastructure after the unit was spun off from Cendant Corp., in 2006.
U.S. Trust, a division of Bank of America, has made several key appointments. Stephen Doty joined as northeast division investment executive, based in New York. He had been national director of portfolio management for BNY Mellon Wealth Management. It also named five senior wealth management executives for its Southeast Florida areas. Lawrence Greenberg, Nancy Golder and Bob Dunkin joined its Boca Raton office; Jesse Perrin joined its Palm Beach location; and Kim Bleach signed up with its Sarasota location.
Also, U.S. Trust hired Chip Bankes as its new head of trading. He was a managing director at New York City-based broker-dealer R.W. Pressprich, where he led its capital structure sales effort.
