People on the move

Mesirow Financial Holdings Inc. of Chicago has promoted Charles “Chuck” -Lawless, 42, to senior managing director of the Investment Advisory Group in Winnetka, Ill.

He will continue to work on client service and business development with high-net-worth individuals in developing custom management strategies.

Mercer LLC of New York has promoted Christine Carolan, 46, to investment director of the West market, which in-cludes 11 states.

Previously, she was the outsourcing market leader for the West.

Based in San Francisco, Ms. Carolan will act as a senior member of the U.S. investments business and will oversee the integrated delivery of Mercer’s investment services and solutions to clients.

Frontier Asset Management LLC of Chicago has hired Dan Cupertino, 37, as vice president and regional director for the firm in the East.

Based in Atlanta, he will form new business relationships with financial advisers and provide services to existing clients.

Previously, Mr. Cupertino worked for Wells Real Estate Funds as a regional vice president in Atlanta.

Russell Investments of Seattle has hired Mark Schlafly, 52, as managing director of client solutions for the company’s U.S. adviser-sold business.

He is responsible for multiasset solutions and growth programs to help financial advisers reach their goals.

Previously, Mr. Schlafly worked as chief executive and president of FSC Securities Corp. in Atlanta.

Securities America Inc. of La Vista, Neb., has hired three regional directors to expand its recruiting team.

Marc Beekman, 33, will focus on the New England area and will be based in New York. Previously, he was a wholesaler for Jackson National Life Insurance Co. of Lansing, Mich.

Stephen Dripchak, 52, is in charge of the Northeast and will be based in Newark, N.J. Previously, he was vice president of relationship management at National Financial Services LLC of New York.

Troy Reeder, 38, will oversee the Northwest and is based in Denver. Previously, he was a wholesaler for Jackson National Life.

Raymond James Financial Services Inc. of St. Petersburg, Fla., has promoted Kirk Bell, 37, to director of the Central region, from assistant di-rector, and David Patchen, 49, to senior vice president of private-client-group education and practice management, from regional director.

Mr. Bell is responsible for risk management and supervision, recruitment of experienced financial advisers and practice management coaching in 12 states in the central United States, including Texas.

Mr. Patchen’s responsibilities include educating new and experienced financial advisers and helping with the firm’s succession planning and practice acquisition initiatives.

Lincoln Financial Network of Philadelphia has hired Gene Tannenbaum, 46, as managing director of Lincoln Financial Advisers Corp. in Rye Brook, N.Y., where he is responsible for leading the Metro New York/New Jersey Regional Planning Group.

He is in charge of managing the Long Island, New Jersey and New York regional planning offices, which recruit and retain financial advisers, and drive growth for the region.

Previously, Mr. Tannenbaum was regional vice president in Poughquag, N.Y., with Woodbury Financial Services Inc. of St. Paul, Minn.

SunGard Data Systems Inc. of Wayne, Pa., has hired Scott Parry, 51, as executive vice president and general manager for advisory and investment services in Charlotte, N.C.

He will focus on new software and services to help advisers attract new clients, run a more efficient practice and connect with investment experts when they choose to outsource aspects of the investment process.

Previously, Mr. Parry was chief executive of Aon Hewitt Financial Advisors LLC of Charlotte.

American Century Investments of Kansas City, Mo., has promoted two senior investment analysts, Jeff Bourke, 37, and Chris Krantz, 36, to portfolio manager positions.

Mr. Bourke is the portfolio manager of the U.S. Large Cap Premier Growth Fund. He will lead the materials and industrials sectors for both the U.S. Large Cap Quality and Premier Growth strategies.

Mr. Krantz is the portfolio manager of U.S. Large Cap Quality Growth. He has analytical responsibilities for the consumer discretionary, consumer staple and discretionary sectors in both U.S. Large Cap Quality and Premier Growth strategies.

Miller/Howard Investments Inc. of Woodstock, N.Y., has hired two senior research analysts for its portfolio management team, John R. Cusick, 43, and Michael G. Roomberg, 33.

Mr. Cusick is working primarily on upstream and midstream energy-related investments. Previously, he was vice president of equity research at Wunderlich Securities Inc. in New York.

Mr. Roomberg is a generalist and will conduct research on income-producing stocks in the firm’s income equity strategy. Previously, he was vice president of equity research at Ladenburg Thalmann & Co. Inc. in New York.

Inland Securities Corp. of Oak Brook, Ill., has hired Brian M. Conlon, 55, as chief executive in Atlanta.

He will oversee the public and private capital-raising activities of the company through internal and external wholesalers.

Mr. Conlon is leaving retirement to take the position. Prior to retirement, he was CEO of Inland Real Estate Investment Corp. in Atlanta.

The Private Advisor Group of Morristown, N.J., has hired Abby Salameh, 43, as chief marketing officer.

She is responsible for managing the group’s marketing and communication programs, and organizing conferences and events.

Previously, Ms. Sala-meh was senior vice president of NFP Advisor Services Group in New York.

Rehmann of Saginaw, Mich., has hired Joseph Granzier, 49, as a financial adviser in Westlake, Ohio.

He is responsible for individual and family wealth management, corporate retirement plan consulting and educational funding strategies.

Previously, Mr. Grazier was managing director and director of retirement plan services at McDonald Partners LLC in Cleveland.

KPMG LLP of New York has promoted Jim Suglia, 46, to national leader for investment management, from U.S. advisory leader for investment management in Boston.

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