Subscribe

T. Rowe Price appoints new leaders for intermediaries channel, retirement plan services

There are also new co-heads of USI Wealth Management.

T. Rowe Price veterans are preparing to take on new leadership roles in the intermediary and retirement plan services business units.

From March 1, the US intermediaries business unit, which supports financial advisors and consultants, will be led by Kevin Collins, who has been head of retirement plan services since 2019 and has been with the firm for 30 years.

Collins will succeed – and report to – Dee Sawyer, who previously headed up the Intermediaries unit before being promoted to head of Global Distribution at the start of the year. He is chair of the governing board of the Spark Institute.

“Kevin has a keen understanding of the advisor landscape and over the past several years, he has been instrumental in bringing the breadth of T. Rowe Price offerings to the marketplace. Similarly, we are aware of the shifting dynamics in the retirement market,” Sawyer said.

Francisco Negrón will step into Collins’ shoes to lead the RPS business unit having overseen the unit’s Client Services organization for the past 12 years. He has been with T. Rowe Price since 1984 and is a member of its MOSAIC committee, which focuses on attracting and retaining diverse associates. He is also part of the firm’s Latinx Heritage community and hosts the current season of the Confident Conversations on Retirement podcast.

“Francisco has fostered a culture of exceptional service, highlighted by RPS’ industry-leading client satisfaction scores,” added Sawyer.

USI WEALTH MANAGEMENT

The changes have created an opportunity to promote another two T. Rowe Price veterans, with Annie Brown, who joined in 1993, and Jim Zurad, who joined in 1996, taking on new roles as co-heads of USI Wealth Management, reporting to Collins.

Brown’s focus will be the national accounts management team across the broker-dealer, global banks, and platforms groups, while Zurad will lead field sales.

“Annie and Jim are well-positioned to deepen our intermediary relationships and strengthen our field sales execution given their many years of experience and their passion to serve. Collectively, these appointments will bolster our strategic plans and enhance our ability to deliver for our clients,” Sawyer said.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Women may gain from wealth transfer, but it won’t solve the big issues

Penny Finance report highlights ongoing challenges in gender wealth gap.

US investment firms have seen 9% rise in financial impact of fraud

LexisNexis report highlights increased risk as digital channels expand.

IRS wants to streamline tax disputes with new focus on alternative programs

Alternative Dispute Resolution Program Management Office formed.

Carson Group welcomes new CFO to executive leadership team

Carson Group has hired Daniel Applegarth from Orion Advisor Solutions…

Retirement income from four sources is expected by half of future retirees

Advisors should help clients consider retirement surprises, survey suggests.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print