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Retirement Industry People Moves


T.Rowe Price Group has announced that Ken Brooks, senior institutional business development leader,
will retire on June 4.
Brooks helped grow T. Rowe Price’s U.S. institutional business, which now accounts for more than $200 billion of the firm’s assets under management (AUM). Operating out of San Francisco, he anchored the firm’s institutional sales efforts on the West Coast and partnered with colleagues nationwide to expand the business.
Brooks has also played an active role in the firm’s diversity, equity and inclusion initiatives as a founding member of the firm’s Ethnic Diversity Roundtable and its successor business resource group, MOSAIC. ....

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T. Rowe's VP of institutional business development to retire


T. Rowe’s VP of institutional business development to retire
Ken Brooks, John Masdea and Lesley Nettles
Ken Brooks, vice president, institutional business development at T. Rowe Price Group, will retire June 4, spokesman Edward Giltenan said in an email.
Mr. Brooks, who joined T. Rowe Price in the role in 2004, will continue some of his non-profit board activities and otherwise enjoy his retirement with golf, reading and travel, Mr. Giltenan said.
Taking on Mr. Brooks responsibilities will be
John Masdea, senior institutional business development executive, and
Lesley Nettles, senior public funds defined benefit specialist. Both, like Mr. Brooks, are based in San Francisco, Mr. Giltenan said. ....

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Retirement Industry People Moves


John M. D’Agostino has joined Pentegra as a regional director. 
D’Agostino will focus on expanding Pentegra’s qualified plan sales and fiduciary partnerships throughout the Midwest. He will report directly to
John J. Schafer, vice president, national sales director.
In making the announcement,
Pentegra Executive Vice President Matt Mintzer says, “John has earned incredible trusted relationships over the decades. He will help set the tone for us, as we move further into the larger specialist adviser market segments. It’s great to be working with him again.”
Most recently, D’Agostino served as a sales partner with Liquid Strategies, an exchange-traded fund (ETF) asset manager based in Chicago. D’Agostino previously held sales leadership roles at Northwestern Mutual, JPMorgan Chase and Alliance Bernstein. ....

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