Hederick joins Prime Capital Financial
Josh Hederick
Prime Capital Financial announced the addition of Josh Hederick. Based in Raleigh, North Carolina, Mr. Hederick will help expand Prime Capital Financial’s presence in the region.
Most recently, Hederick served as director of financial planning at Edelman Financial Engines, where he spent eight years providing comprehensive financial planning solutions to clients in the Raleigh and Greensboro areas.
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Previously, Mr. Hederick spent more than 10 years managing operations and advising clients as a managing partner, owner and advisor for a mutual fund store. His early career included roles as an investment advisor at State Farm Financial Services, where he was one of the first participants in the firm’s pilot financial services program, and as a senior financial consultant at Merrill Lynch. Ta.
“Josh’s client-first approach and commitment to delivering exceptional financial results align perfectly with Prime Capital Financial’s values,” Prime Capital Financial CEO Glenn Spencer said in a statement. We are in agreement.” “His deep understanding of the complexities clients face in managing their assets and his desire to make financial planning less stressful will be invaluable.”
Russell Investments hires Para Hire
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Aisha Para
Russell Investments Joins Shelley Heier as Global Head of Institutional Client Services (Newly Created Role) and Aisha Parra Joins to Lead Global Business Strategy for the Firm’s Alternatives Platform It was announced that.
Mr. Heier most recently served as President and Senior Consultant at Verus Investments. She will focus on strengthening Russell Investments’ comprehensive investment solutions and implementation services offering. Mr. Hyer will lead a team of client chief investment officers, account executives and client service representatives to strengthen and expand the firm’s relationships with international organizations.
Mr. Parra, who joined the company in July, is leading a team of alternatives experts who are integrating private markets into the company’s solutions business for more efficient diversification and expanding the company’s alternatives capabilities. Mr. Parra, who is based in New York, also serves on the company’s steering committee.
“Aisha’s expertise in portfolio management, product development and distribution strategy will further our efforts to provide innovative solutions to our clients,” Kate Elhillow, president and chief investment officer of Russell Investments, said in a statement. We will promote it.” “Her leadership and experience will leverage our network of alternatives experts to develop solutions that enable both institutional and retail investors to take advantage of private market opportunities.”
Gallagher adds Adams to retirement planning consulting practice
Carissa Adams
Arthur J. Gallagher & Company has added Carissa Adams to its National Retirement Planning Consulting practice, serving retirement plan sponsors and participants from Central America.
Adams graduated from the Canfield Business Honors Program at the University of Texas at Austin in 2020 with a degree in marketing. After graduating, she joined WealthWise Financial Services.
At WealthWise, Adams focused on serving clients, assisting with financial planning, and leading marketing efforts. She holds FINRA Series 7 and 66 registrations through LPL Financial and earned the Certified Investment Fiduciary designation.
PGIM Multi-Asset Solutions hires Dong as co-head of portfolio management
Maodon
PGIM Multi-Asset Solutions has appointed Mao Dong as co-head of portfolio management.
Mr. Dong joins PGIM from Goldman Sachs Asset Management, where he spent more than 14 years, most recently as co-head of OCIO portfolio management and head of portfolio construction and manager research.
At GSAM, he led a team of portfolio managers and oversaw the strategic and dynamic asset allocation, manager selection, portfolio implementation, and risk management of OCIO portfolios worldwide. Mr. Dong also served as a senior portfolio manager for GSAM’s multi-asset class funds across global equities, fixed income, and public real assets.
At PMA, Dong will be responsible for designing and managing multi-asset portfolios for institutional investors, including developing and applying relative value principles across public and private investment strategies.
