Lexington, KY-based Unified Trust has created the new role of Chief Investment Officer and has tapped Michael Weiner for the position. Weiner, who most recently served as Vice-President with Huntington Bank, will be responsible for establishing and implementing investment policy, including research, policy development, asset allocation, mutual fund and separate account manager selection. The role serves both the wealth management and retirement group lines of business.
“A big part of what I’ll be doing in the [retirement] part of our business is learning all the things that have been done and finding a way to institutionalize it so that things can be streamlined and possibly made even better,” notes Weiner. Although he is new to the role (11 days at the time of this interview), Weiner says streamlining could mean looking at things like different automation of processes and/or memorializing and cataloguing processes that could then be trimmed to a smaller number.
