She is responsible for new business development as well as relationship management.
The plan added Zack McGuire as deputy cio in December, which appears to be a new role for the system.
Former fixed-income director will join Credit Suisse at the end of the month.
Plan will seek a firm to assist with a replacement search for Liza Crisafi, who will retire this summer after 13 years in the position.
She retains her existing duties as a senior v.p.
He will lead the strategic development and execution of all marketing and communications activities.
She actively supports consultants in all aspects of client service on a variety of client relationships.
He bolsters the firm’s multi-asset solutions team in Asia.
The changes include new co-heads of investment, a new global head of strategy and solutions and a new ceo of North America.
She manages the firm’s newly launched U.S. small- to mid-cap equity strategy.