People Moves
Who's Moving Where In Wealth Management? – Carnegie Investment Counsel, iPipeline
The latest senior moves, appointments and changes in wealth management roles across North America.
Carnegie Investment Counsel
Carnegie
Investment Counsel, an RIA with more than $4.5 billion in
assets under management, has hired Wendy Eldridge as a retirement
plan advisor.
Eldridge (pictured) has almost 25 years’ experience in the retirement plan and financial services industry.
The RIA was founded in 1974.
iPipeline
iPipeline, which
provides digital solutions for the life insurance and wealth
management industries, has appointed technology strategy leader,
Steve Cover, as chief technology officer.
Cover has more than 30 years of knowledge and experience of leading technology teams, including firms such as UKG, Horizon Software International, UnitedHealth Group, Microsoft, and most recently, CentralSquare Technologies. He is also co-author of seven US technology patents.
In his new role, Cover will join iPipeline’s executive leadership team and report to CEO Pat O’Donnell.
iPipeline operates as a business unit of US-listed Roper Technologies.
