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Helios Education Foundation Appoints Jane LaRocca Roig as Vice Chair and Designates New Leadership for Finance, Community Investment and Audit Committees


Helios Education Foundation Appoints Jane LaRocca Roig as Vice Chair and Designates New Leadership for Finance, Community Investment and Audit Committees
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PHOENIX, Feb. 9, 2021 /PRNewswire/ At Helios Education Foundation s first meeting of 2021, the Board solidified its leadership moving forward by appointing Jane LaRocca Roig as Vice Chair of the Foundation.  Ms. Roig was instrumental in the creation of the Foundation in 2004 and has served on the Board of Directors since 2009.  Along with the Foundation s Founding Chairman, Ms. Roig will be assisting in leading the 10-member Board of Directors who provide critical oversight and governance to organizational operations and investments.  Under the Board s leadership, the Foundation has invested more than $250 million in education programs and initiatives in both Arizona and Florida over the past 15 years.  ....

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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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