On the Move
Jim Fede, Jacob Helms and Brandon Simmons joined Northwestern Mutual as financial representatives.
The Land Trust for Central North Carolina hired Ethan Greene as its first stewardship director to oversee properties held by the Trust, which include more than 25,000 acres in 10 counties.
Tameka Ardrey was named director of Thompson Child Development Center.
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The Penn Mutual Life Insurance Co. promoted Susan Anthony to regional director for the southeast, which includes Charlotte and the Carolinas.
Allen Tate Company named Stephanie Gossett and Katrina Richards as regional vice presidents of the real estate firm.
Retail investment advisory firm and independent broker/dealer LPL Financial LLC named Tracy Calder as managing director and deputy chief risk officer. She is based in Charlotte.
Licensed insurance producer Judy Bezler, principal consultant for Direct Point Advisors, was promoted to agency development manager for Colonial Life.
James A. Fowler Jr. joined Cherry Bekaert LLP as a tax partner in the accounting firm’s Charlotte practice.
Thirty-nine attorneys from Smith Moore Leatherwood, including seven from the firm’s Charlotte office, were recognized as N.C. Super Lawyers for 2016. Super Lawyers is an independent ranking service that chooses lawyers through peer nominations, evaluations, professional achievement and third party research. Honored as Super Lawyers were Lynn Chandler, Jonathan Heyl, Bailey King Jr., Robert Marcus and Fred Wood Jr. Honored as Rising Stars were Timothy Lendino and John Zimmer.
Sixty Robinson Bradshaw attorneys were recognized as N.C. Super Lawyers and Rising Stars for 2016. Attorney Mark Merritt was named to the Top 10 Super Lawyers in North Carolina for the tenth consecutive year. In addition to Merritt, local honorees were Robert Fuller, Robert Harrington, John Wester and David Wright III. Caroline Wannamaker Sink was named to the Top 50 Women listing of N.C. Super Lawyers.
Seven attorneys from Bradley Arant’s Charlotte office were named as N.C. Super Lawyers or Rising Stars for 2016. Charlotte partner Robert Cox, Jr. was recognized as a North Carolina Super Lawyer. The firm’s Rising Stars include Cybil Abrao, Christy Hancock, Jose Vega, Avery Simmons, Mark Wierman and Monica Wilson.
Heart Math Tutoring, a nonprofit group, appointed Brian Schultz, chief academic officer of Charlotte-Mecklenburg Schools, to its board of directors.
Cassie Price, a hygienist in the Monroe office of Dentistry of the Carolinas, was named the company’s 2015 Employee of the Year.
Mason Alexander, managing partner of the Charlotte office of the labor and employment law firm Fisher & Phillips LLP, were recognized as 2016 N.C. Super Lawyers. Adam Bridgers, an associate in the firm’s Charlotte office, was listed as a Rising Star.
Timothy Flanagan, Jr. of HF Financial, an agency of Massachusetts Mutual Life Insurance Co., was appointed to the board of Patriots Path, a Charlotte nonprofit organization which supports veterans in making a career transition.
AvidXchange, leading FinTech provider of accounts payable and payment automation, added Nigel Morris, managing partner of QED Investors, to its board of directors.
Three attorneys from Nelson Mullins Riley & Scarborough LLP’s Charlotte office were recognized as 2016 N.C. Super Lawyers: C. Wells Hall III, Paul Osowski and Tracy Tomlin.
Insurance plans explored:
Katherine Restrepo, health and human services policy analyst with the John Locke Foundation, discusses health insurance plans at the Charlotte Association of Health Underwriters) meeting sponsored by The Employers Association. 11:30 a.m., Maggiano’s Restaurant, SouthPark. Visit cahu-nc.org to RSVP.
Network at Chamber Luncheon:
Terri Deboo of Ideas @ Work Networking discusses how to network successfully at the Matthews Chamber’s monthly meeting. 11 a.m. Cost: $15-$20. Carmel Baptist Church, 1145 Pineville-Matthews Road. RSVP at matthewschamber.com or by calling 704-847-3649.
The World Affairs Council of Charlotte presents two opportunities to hear Robert Walker, president of the Population Institute, who speaks on the consequences of rapid growth around the globe. Private dinner and small group conversation on Feb. 10, 6-8:30 p.m. Lunch on Feb. 11, 11:30 a.m.-1:30 p.m. Both events at Charlotte City Club, 121 W. Trade St. For details and to RSVP, go to www.worldaffairscharlotte.org, or call 704-687-7762.
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