Retirement Industry People Moves – 9/11/2026

Beacon Pointe Makes 2 Executive Leadership Appointments

Sarah Green

Katie Cullen

Beacon Pointe Advisors LLC announced two executive leadership additions: Katie Cullen as chief growth and integration officer and Sarah Green as chief risk and compliance officer.

Cullen brings experience in strategic execution, executive coaching, leadership development and organizational growth. Before joining Beacon Pointe, she led BlackRock’s business consulting business, where she worked with financial services executives and advisers on strategy, business performance and the service of high-net-worth clients. Previously, she held senior strategy and innovation roles within the registered investment adviser industry and at Schwab Advisor Services.

Green has expertise in compliance, regulatory oversight and enforcement. Most recently, she served as Vanguard’s global head of financial crimes and code of conduct, overseeing compliance programs related to know-your-customer, anti-money laundering, trade surveillance and a range of code-of-ethics issues. Earlier in her career, she held roles at the Financial Industry Regulatory Authority and the Securities and Exchange Commission and practiced corporate and securities law.

David Haughton Joins Hargrove as VP of Engagement

David Haughton

Hargrove Management Services Organization Inc., which supports Hargrove Firm’s estate planning operations, hired David Haughton as vice president of engagement. Haughton will be based in Boston.

Haughton brings experience in private practice law, advanced planning, wealth management and estate planning technology, mostly recently serving as vice president of estate planning at wealth advisory firm Carson Group. Previously, he served as Commonwealth Financial Network’s team lead of advanced planning.

Haughton will work with advisers and wealth management firms to expand the adoption of attorney-led estate planning. He will educate advisers on estate planning trends and practice management.

IRA Financial Selects Tony Unkel as Director of Partnerships

Tony Unkel

Self-directed retirement platform IRA Financial named Tony Unkel director of partnerships, a newly created role.

Unkel brings more than 16 years of experience across alternative investments, business development, strategic partnerships and wealth management distribution.

Before joining IRA Financial, he served as business development manager at the Entrust Group. Earlier in his career, he held business development and channel sales roles at Colonial Surety Co. and OSG Billing Services.

Old National HNW Division Picks New President, CIO

Tom Weizenegger

Katie Florig

Old National Bank promoted Katie Florig to president of its high-net-worth division,1834, and Tom Weizenegger to CIO of 1834.

Florig is responsible for the growth of the 1834’s wealth advisory and trust and estate business. She previously…