Among many highlights was a raft of hires of teams and individuals by RBC Wealth Management in different parts of the US.

Key Private Bank, the wealth management division of KeyCorp, appointed of Douglas Banbury to managing director and head of Key Family Wealth Investments. In this role, Banbury leads the family wealth team of investment professionals, delivering services aimed at ultra-high net worth clients. Banbury is based in Cleveland, reporting to Joe Calabrese, national head of investments for Key Private Bank and Gary Poth, head of Key Family Wealth. Previously, Banbury served in a senior regional role for Hawthorn, PNC Family Wealth, responsible for managing select UHNW client relationships.

Silver Management Group, which supplies regulatory cost basis services and other technology solutions, appointed Herb Green as principal consultant and senior advisor. Green leads how the firm engages with clients over tax and withholding compliance and bring his background in brokerage operations and tax experience to the firm. Previously, Green held a number of leadership roles for Pershing, part of BNY Mellon. Most recently, he was Pershing’s managing director of global tax management responsible for tax reporting, cost basis, and regulatory compliance.

RBC Wealth Management hired Steven Altholtz as a senior vice president and financial advisor of RBC WM's Florham Park office, based in New Jersey. Altholtz joined RBC WM from Morgan Stanley with 31 years of industry experience.  He manages approximately $276 million in client assets.

RBC Wealth Management set up a new office in Miami to serve high net worth clients. The Gibraltar Group is leading the office. The group, which oversees over $1 billion in assets for ultra-high net worth clients, is led by Doug Sharon. Sharon was senior managing director at Bear Stearns for 20 years, and was executive director of Bear Stearns' Boston office for over ten years before leaving to join Morgan Stanley in 2008. Sharon will be joined by Gibraltar Group co-founder Carey Bosch, managing director and financial advisor. The group's full client service team will also join the firm.

RBC Wealth Management hired Swinn Toll Wealth Management Group to join its Las Vegas branch. The Swinn Toll Wealth Management Group is comprised of financial advisors Cason Swinn, Daniel Toll and Tahirih Toll, as well as Laura Moulin, senior registered client associate, and Ana Bergevin, registered client associate. The team manages $350 million in assets. Swinn joined with ten years of industry experience. Daniel Toll also joined with ten years' experience, and Tahirih Toll has eleven years' experience. Financial advisor and senior vice president Todd Mitchell joined RBC Wealth Management from UBS to join its Chicago office. Mitchell has more than 31 years' experience and manages $220 million in assets. 

The firm also appointed Alison Gardner to its Sarasota office as a senior vice president and financial advisor. Gardner joined fom Morgan Stanley. She has 33 years of industry experience to the firm, and manages $125 million in assets.

In another move, RBC Wealth Management hired the Carbonell Forrey Wealth Management Group to its Walnut Creek office in California. The team is comprised of James Carbonell, senior vice president & financial advisor, Matthew Forrey, senior vice president & financial advisor and Amy Caffese, senior investment associate. Carbonell and Forrey both have 20 years' experience in the industry, whereas Caffese has around 15 years' experience.  

It appointed a new financial advisor to the Charlotte branch. Jared R Smith, managing director – financial advisor, joined from Wells Fargo Advisors.  Smith has more than 15 years of industry experience and manages $145 million in assets with $1.8 million in production.  Also joining RBC with Smith was Rick Ruckart, client associate.

BNY Mellon Wealth Management appointed Carla L Furuno regional president in its Newport Beach office. The center serves individuals, families, advisors and institutions in Greater Orange County. Furuno joined the firm with more than 35 years’ experience in the financial services industry and reports to Shannon M Kennedy, president of US Markets, Southwest. She runs all portfolio management and new business development activities within Greater Orange County.

Mountain Commerce Bank appointed Jerry Beal as vice president, relationship manager and private banker of its Johnson City, Tennessee office. Beal has around 30 years' experience within the financial services industry experience and held roles with several financial institutions in East Tennessee and North Carolina.

US Trust, art of the global wealth and investment management unit of Bank of America, NA, continued its recruitment drive across the US. The firm hired new members to its offices in California, Illinois and North Carolina operations during the month of August. In California, US Trust hired Yukio Johnson as a private client advisor of its Walnut Creek office. He previously worked at Union Bank as a private banker. Also Daniel Kay joined the Los Angeles office as a private client advisor. He previously worked at Deutsche Bank National Trust Company as a private banker.

The firm hired one new member to its operation in Illinois. Kelly Demers joined the Chicago office as a private client advisor. She previously worked at BNY Mellon as a wealth manager mortgage banker.
Also the firm hired two new employees to its offices within the state of North Carolina. Dillon Harris joined the Raleigh office as a portfolio manager. He previously worked at Wells Fargo as a senior investment strategist. Ellen Rogers Wall also joined the Raleigh office as a senior trust officer.  She previously worked at Wells Fargo as a senior trust administrator.

Tax firm Andersen Global set up a senior advisory council, a group of ten diverse partners and managing directors from member firms and collaborating firms around the world. The council works alongside global chairman and Andersen Tax chief executive, Mark Vorsatz. 

It consists of the following individuals:
- Rubens Branco, managing partner at Branco Consultores, based in Rio De Janeiro, Brazil.
- Stephen Corrick, practice director at Andersen Tax, based in West Palm Beach, Florida
- Miguel Gordillo,  counsel at Andersen Tax & Legal, based in Madrid, Spain
- Luis Nobre Guedes, managing partner at Andersen Tax & Legal, based in Lisbon, Portugal.
- Michael Hirschfeld, managing director in US National Tax, based in New York.
- Stefan Kraus, managing partner at Andersen Tax & Legal, based in Cologne, Germany.
- José Luis Montes, office managing partner at Andersen Tax & Legal, based in Guadalajara, Mexico.
- John Niemann, managing director at Andersen Tax, based in Houston, Texas.
- Cesar Rivera Botello, partner at Rivera, Bolivar y Castañedas, based in Panama
- Michelle Ventress, general counsel and corporate secretary at Andersen Tax, based in Chicago, Illnois.

Raymond James hired industry veteran Patrick O'Donovan to join its Indiana management team based in Indianapolis. He is responsible for the South Indiana complex and four other branches in Northern Indiana. He has more than 32 years' experience in the financial services sector. 

Schultze Asset Management, an investment firm specializing in financially troubled and distressed companies, hired Dean Crowder as global head of strategic business development. Formerly, Crowder was managing director at Rotella Capital Management, where he secured the relationship and seed capital for a new UCITS product launch throughout Europe. He also founded Alpha Alternative Investments, a registered investment advisory firm established as a third-party marketing representative for hedge funds and fund of hedge funds to global institutions, advisory firms and high net worth individuals. 

Global asset manager Axiom Investors appointed José Gerardo Morales as co-portfolio manager of the Axiom emerging markets equity strategy and the Axiom emerging markets world equity strategy. Morales assumed full co-portfolio manager responsibilities. The existing portfolio management teams, including lead portfolio managers Christopher Lively and Andrew Jacobson of the emerging markets and emerging markets world equity strategies respectively, remained the same.  With over 20 years of investing experience, Morales joined Axiom Investors following a nine year spell at Mirae Asset Global Investments in New York and London.

Law firm Adams and Reese appointed Michael Bednarek to its Washington, DC office as partner of its intellectual property (IP) practice. Bednarek has more than 35 years experience in intellectual property law. Prior to joining Adams and Reese, Bednarek was a partner at several other firms, including Shearman & Sterling, Axinn and Locke Lord.

Jensen Investment Management appointed Allen Bond and Gabriel Goddard to serve on the company’s board of directors. Bond is managing director and portfolio manager and joined Jensen in 2007. In addition to serving on the board of directors, he serves as vice chairman of the Jensen investment committee. Goddard is managing director, chief compliance officer and general counsel. He joined Jensen in 2012. As CCO, he runs Jensen’s regulatory compliance program and provides counsel to the firm and its staff.

Financial services firm Barings expanded its US retail distribution team. The new members of the team included Tony Grigonis, David Perkins and Sevan Sakayan. Prior to joining Barings, Grigonis was a vice president with Touchstone Investments. He has nearly 15 years of financial services experience. Perkins has worked as a financial professional for nearly 20 years and joins Barings following 14 years with Principal Global Investors, where he was a senior director.  Sakayan joined Barings following a 23-year career with Neuberger Berman, where he most recently served as a managing director.

HSBC Private Banking appointed Heather Flanagan as head of private wealth solutions in the US, with immediate effect. She replaced Gerry Joyce who left the back in July after 17 years with HSBC. Flanagan is experienced in wealth management and trust administration, most recently at PNC Wealth Management, where she led a team of wealth advisors as senior vice president and director in Delaware. She received her law degree (J.D.) from Creighton University School of Law, her Masters of Law in Taxation (LL.M.) from the University of Florida and her Certified Specialist in Planned Giving Certificate from the American Institute for Philanthropic Studies at California State University, Long Beach.

Cowen Investment Management, the global investment management business of Cowen, appointed Elizabeth Flisser Rosman as managing director and head of strategy. Rosman has experience in seeding and incubating alternative investment strategies. She has been sourcing, seeding and incubating alternative investment managers since 1999, when she joined Capital Z. She most recently led new hedge fund manager development efforts at Reservoir Capital Group, a privately held investment company.

Texas-based Sendero Wealth Management named Elizabeth Crawford chief executive, who formerly served as a managing director. Edward Hart, also formerly a managing director, serves as president. Scott McMillian, who co-founded the firm with Fred Middleton and served as CEO for 20 years, became chairman. Middleton serves in the newly created role of chairman emeritus. In addition, Sendero tapped two nationally-recognized investment icons, Roy Trice and Dr John Rowsell, who joined the firm as strategic partners and board members. Crawford continues to serve as investment advisor to her clients while providing the day-to-day leadership and management of the firm. She joined Sendero in 2012. Prior to that she served as director of consulting for The Trust Company.

McMillian continues to serve as investment advisor to his clients. Hart continues to serve clients and work alongside Crawford and the management team to direct the firm’s strategy with a focus on marketing and business development. Hart also joined Sendero in 2012 as a managing director. 

Rowsell and Trice joined Sendero as strategic partners and board members. With more than 60 years’ combined investment industry experience, Trice and Rowsell served in several key high-level leadership roles throughout their careers. Trice has more than 30 years’ investment experience and is one of the founding partners of Canyon Road Capital, based in Santa Fe, Austin and Chicago.  A partner at Canyon Road Capital, Rowsell worked with Man Group in various roles including managing director, head of principal investment strategies, as well as CEO.

TIGER 21, the peer-to-peer lending network for high net worth wealth creators, added Howard Morgan to its board of advisors. He provides strategic counsel as part of the advisory board. He is a venture capitalist, angel investor, technology leader, academic and philanthropist. 

Northern Trust Wealth Management appointed Clint Zweifel president of Northern Trust Wealth Management Missouri. Zweifel joined the company in February this year as chief operating officer of Missouri. He now lead the Missouri-based team. The role was previously held by Thomas Collins, who continues to serve as Missouri chairman. Before joining Northern Trust, Zweifel served as Missouri state treasurer from 2009 to 2017.

US-based Cambridge Trust Company, a subsidiary of Cambridge Bancorp, appointed Mark Thompson as president and director. Thompson oversees the company’s private banking activities including wealth management, consumer banking and marketing. He report to the company’s chairman and chief executive, Denis Sheahan. He was most recently CEO of Boston Private Bank & Trust Company. Prior to joining Boston Private Bank & Trust, Thompson was executive vice president and founding officer at Wainwright Bank & Trust Company. Cambridge Trust is a New England-based wealth manager with $2.8 billion in client assets under management. The wealth management group has offices in Boston, Massachusetts and Concord, Manchester and Portsmouth, New Hampshire.

1832 Asset Management, manager of Dynamic Funds, ScotiaFunds, and Scotia Private Pools, appointed William McLeod as vice-president and portfolio manager. McLeod has over 13 years of investment industry experience. He was most recently portfolio manager and head of Canadian equities for over $3 billion in client assets at a large global banking institution. Cecilia Mo made a personal decision to take a leave of absence from the firm.  Don Simpson and Eric Mencke assumed equity portfolio management responsibilities for the Canadian-focused mutual funds previously managed by Mo. These funds include the Dynamic Value Fund of Canada, Dynamic Canadian Value Class, Dynamic Dividend Advantage Fund, Dynamic Dividend Advantage Class, Dynamic Value Balanced Fund, and the Dynamic Value Balanced Class.  Eric Benner, Tom Dicker, and Leanne Caravaggio assumed equity portfolio management responsibilities for the US-focused mutual funds previously managed by Mo, which includes the Dynamic US Dividend Advantage Fund and the Dynamic US Monthly Income Fund.

US-based law firm Stroock appointed investment funds advisor Eric Requenez as partner to its private funds group. He focuses in the structuring and distribution of investment funds, proprietary products and securities offerings. He also advises funds on transactions, as well as regulatory and compliance matters. Requenez’s client list includes private equity funds, hedge funds, hybrid funds, fund-of-funds, real estate funds, energy and infrastructure funds and venture capital funds. He has also advised funds’ related advisory and management entities.

BNY Mellon Wealth Management named Juan Ramos senior wealth director in Greenwich, Connecticut. Responsible for business development efforts in the company’s Greenwich office, Ramos reports to Chris Griffin, managing director. Ramos is an industry veteran with 18 years’ experience. Prior to joining BNY Mellon’s wealth management unit, he was senior vice president and a private client advisor for several years at US Trust. While there, he provided investment and planning advice to high net worth individuals and families.

Dynasty Financial Partners named Jason Emerson as its chief financial officer. Emerson is based in the firm’s New York office. He is responsible for helping to set and deliver financial strategy for both Dynasty and the partner firms included in its advisory network. He works alongside Amit Grover, director of Capital Strategies, who had been Dynasty's CFO from its launch, and he moves over to run Dynasty Capital Strategies. Prior to joining Dynasty, Emerson was managing director and chief operating officer for Convergex Execution Solutions.

Baird appointed three new members to its private wealth management business in Chicago, Tennessee and Indianapolis. Thomas Marchal joined the firm's Chicago office as director, Ken Williams was appointed senior vice president of the Nashville office and Burton Street was appointed senior vice president and branch manager of its Indianapolis operation. 

A wealth management team that has $1.4 million in production joined Raymond James in New Orleans. Leonard Alsfeld, Leo Barros, Chris McLaughlin and Jannie Markey joined the firm from FBT Investments, where they previously managed around $240 million in client assets. The team operates as AGESS Wealth Advisors of Raymond James., and operate from Raymond James' New Orleans branch, which is part of the South Louisiana complex managed by Jude Huval. 

Capgemini, a technology, consulting and outsourcing services firm, appointed Ziad Chammaa and Ferreol de Naurois to its capital markets operation. Chammaa and de Naurois were both the former founders of Iridium Consulting, a provider of consulting and technology expertise for financial institutions with a unique focus on capital markets.

Alcentra, the alternative fixed income specialist for BNY Mellon Investment Management, appointed Vijay Rajguru as its co-chief investment officer. He reports directly to David Forbes-Nixon, chairman and chief executive, and he will work alongside CIO and president Paul Hatfield. Rajguru oversees Alcentra’s global direct lending and loan businesses in Europe and the US, with a particular focus on growing the US direct lending and loans function as part of Alcentra’s growth plans in the US.  He also leads the capital markets activities. He previously worked at GoldenTree Asset Management, where he was a partner, having joined the firm in 2007. His responsibilities at GoldenTree AM included sourcing and originating loan, bond and structured credit investments, as well as restructuring stressed and distressed assets.

KeyBank added a new member of its team: James Iglewski, sales lead for Key Private Banking - part of the KeyBank group - in western New York. Previously, Iglewski had worked handling high net worth accounts for Bank of America from 2002-2013. From there Iglewski went to lead the private banking end of US Trust.

State Street, the global financial services firm, appointed Ilene Fiszel Bieler as senior vice president of investor relations (IR). She will be responsible for managing relationships with the company’s shareholders and analysts. Fiszel Bieler replaced Anthony Ostler who is moving to a client leadership position within the company’s Global Services division. With more than 15 years of experience in banking, Fiszel Bieler most recently held the position of managing director and head of IR and strategy for the Americas at Barclays. 

Hilltop Private Capital, a New York-based private equity firm, appointed Ed Moss as partner after 12 years as a managing director at Lincolnshire Management. Previously, Moss opened and headed Lincolnshire’s Los Angeles office where he focused on sourcing buyout opportunities in the West. He is a member of the Hilltop investment committee and focuses primarily on investment sourcing and portfolio oversight.

BNY Mellon Wealth Management made two managerial appointments across the US. It appointed Lisa Mullaney as senior wealth director in the firm’s Chicago office and Thomas Fickinger as regional president of the firm's San Francisco operation. Mullaney reports to Garrett Alton, managing director of business development, and will be responsible for business development in the Chicago region. She also works closely with the client services team that manages the delivery of BNY Mellon WM's solution suite for high net worth families and individuals. She has two decades of experience in the financial services and wealth management sector. Before joining BNY Mellon, she was a vice president wealth advisor at Bessemer Trust and prior to that a managing director of portfolio management at JSQ Commercial.

Fickinger reports to Robert Kricena, president of US markets, Northwest. Fickinger leads the wealth management business, including all aspects of the client experience, business and wealth director development, recruiting and business strategy. He has over 30 years’ experience in financial service, and held senior leadership positions with Merrill Lynch both on the east and west coast.

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Fiserv, a global provider of financial services technology solutions, appointed Mark Paulek as chief human resources officer. Paulek succeeded Kevin Pennington, who focuses on other strategic company initiatives after five years in the role. The new CHRO joined Fiserv from The Chamberlain Group, where he was interim CHRO. Prior to that, he held several senior human resource leadership positions at Honeywell International.

US Bank Private Wealth Management appointed Rod Dolan as the national head of business owner advisory services (BOAS). Dolan is based in Minneapolis. In his new role, Dolan is responsible for leading business owners advisory services, including growing the team and expanding the newly-created division to wealth management clients. He reports to Mike Ott, president of the US Bank WM. Dolan has more than 25 years of financial services and investment banking experience. Prior to joining US Bank, he was chief financial officer and chief operating officer for the law firm Kaye Scholer in New York where he oversaw a company reorganization and eventual merger.

Monticello Asset Management appointed Steven Caligor as senior managing director. Caligor is responsible for product development, expanding banking relationships, and assisting with credit and risk management. He has 30 years of commercial finance experience. Caligor's most recent position was division executive at Bank Hapoalim where he managed the commercial real estate, food and commodities, and corporate finance loan portfolio teams. 

Steel Peak Wealth Management hired wealth advisor Andrew Jacobson. He joined the firm from Wells Fargo, where he was senior vice president and senior portfolio manager. Jacobson has served as an advisor for nearly 20 years. A former entertainment industry executive with experience in both the representation and production side of the business, Jacobson also works with clients in the entertainment and sports industries, based in Los Angeles, to help them with their specific risk management and investment planning needs. 

Kathryn von Matthiessen was appointed as a partner at Katten Muchin Rosenman LLP, based in New York City. Von Matthiessen mainly focuses on sophisticated personal and estate planning for high-net-worth individuals and the administration of complex estates and trusts, including the representation of trust companies on fiduciary matters. She was formerly with the Cantor Group in Miami, working there for more than four years.

Capital Advisors, a wealth management company, appointed Adam Nickels to its team as junior portfolio analyst. In his new role, Nickels focuses on case management consisting of monitoring and facilitating money flows and communications, as well as supporting senior staff through financial research and analysis. Nickels previously was at JP Morgan Chase & Co., where he worked as a financial analyst in the firm’s asset management division. 

Wells Fargo promoted investor relations (IR) manager John Campbell was promoted to lead the IR group as director. She succeeds Jim Rowe, who served in the IR departement for over a decade before being promoted in July to lead the company’s new stakeholder relations group. 

Shenkman Capital Management, an independent global leveraged-finance asset manager, appointed Anne Brennan as senior vice president and head of client service. Brennan is a former partner at Goldman Sachs. She has 24 years of experience within the credit markets sector.  She joined Goldman Sachs in 1992.  During her time at the firm, she worked in capital markets, trading, sales, and research.  Specifically, she was head of the credit research team for seven years, and she ran both the investment grade and leveraged finance sales teams.

Citi Private Bank hired three senior executives to join its teams in San Francisco and Palo Alto. Chad Thomas, Jay Backstrand and Derek Prill joined as a team of ultra-high net worth private bankers. They will all report to Hoyt Gier, head of Western Region – North.  Prill joined Citi PB and are based in the San Francisco office. Backstrand is based in the Palo Alto office and Thomas splits time between San Francisco and Palo Alto. The duo previously worked at JP Morgan Private Bank, where they were managing directors and private bankers serving ultra-high net worth clients and overseeing multi-billion dollar portfolios. They led large teams of specialists to deliver wealth management services to its West Coast clients. Prill also joined from JP Morgan where he was a banker associate. Prior to JP Morgan, he worked for Cleantech Group. where he held the roles of director of events and partnerships, and strategic account manager.

Pefin, an artificial intelligence (AI) financial advisor, appointed Catherine Flax as chief executive. Flax was managing director and head of commodity derivatives, Americas at BNP Paribas and was chief marketing officer at JP Morgan.

Ferris Capital, the Boston-based wealth manager, brought over Bob Whelan and Eric Ganeles as senior vice president of business development and senior vice president of wealth management, respectively. 
Northern Trust appointed Bruce Wojack as wealth strategist, with the title of senior vice president.  Wojack reports to Susan Curry, the regional manager for wealth strategies, and is based at the group’s Chicago headquarters. Prior to joining Northern Trust, Wojack worked as a trust specialist at Merrill Lynch, as a client Advisor at JPMorgan, as a principal at Bessemer Trust, and as a SVP at Brown Brothers Harriman & Co.

Global professional services firm Alvarez & Marsal appointed Michael Henry O’Keefe as a senior director in New York. In this role, O’Keefe focuses on A&M’s Wealth Management offerings, advising clients on strategic plans, regulatory gap remediation, price realization and enhancements to risk management and governance and service delivery models. O’Keefe has over 25 years of financial services industry experience. He has held multiple senior roles in the Americas and Europe, where he has worked on numerous multinational projects involving the US, Latin America and Europe. Prior to joining A&M, O’Keefe was at Tindeco Financial Services AG, a Swiss based financial technology focused on the asset management and wealth management sectors, where he was responsible for building professional sales and client acquisition marketing.

Chicago-based wealth management firm Private Vista hired a fifth partner to the team. Doug Brown, of the Advisors Group of Chicago, merged his practice with Private Vista. 
Northern Trust Wealth Management appointed three new team members to its foundation & institutional advisors (FIA) practice. Cord Dannen joined its office in Washington, DC; Ryan McCauley joined in Houston, Texas and Patrick Nolan joined in Tampa, Florida.

Dannen is a senior Institutional investment advisor in the Mid-Atlantic region and will work closely with the staff, investment committees and boards of non-profits to develop, implement and monitor customized investment programs. Prior to joining the FIA team, Dannen was an investment director at Cambridge Associates in Arlington, Virginia, where he worked on a small team that functioned as an outsourced investment office for institutional clients.

McCauley is a regional director in the Houston, Texas market, where he works with a variety of organizations to implement customized investment solutions. Prior to his current position, McCauley was a vice president and relationship manager for higher education, healthcare and not-for-profit clients of JP Morgan in Texas and Alabama. Nolan is a senior institutional investment advisor based.  Nolan joined Northern Trust in 2014 as a portfolio manager.

Financial advisory firm Lazard appointed Tim Loftsgard as managing director. Based in Toronto, Loftsgard advises companies in the natural resources and diversified sectors. Prior to joining Lazard, Loftsgard spent 18 years with RBC Capital Markets, most recently as a managing director in the global mining and metals group.

Advisory firm Evercore appointed Michael Paliotta as chief executive of Evercore's equities business. Paliotta is responsible for management and strategic oversight of Evercore ISI's ongoing operations. He works closely with Ed Hyman, Evercore ISI's executive chairman, and the rest of the senior leadership team. Paliotta was most recently head of global markets equities at Credit Suisse, having served in leadership roles in the equities business there for almost 18 years.    

Fiera Capital, an independent investment management firm, appointed Vincent Duhamel as global president and chief operating officer. As a member of the global executive management committee, he oversees distribution operations and global corporate functional units such as legal and compliance, risk, technology, corporate communications and investor relations as well as human resources. Duhamel also joined the internal boards of directors of Fiera Capital's Canadian, US, European and Bel Air Investment Advisors divisions. He previously held the role of capital partner and chief executive Asia at Lombard Odier. He joined his current firm in 2011. 

Russell Investments appointed Michelle Seitz as chief executive and a director on the firm’s board. She will become chairman of the board effective January 1, 2018. Seitz is based in the firm’s headquarters in Seattle. She succeeded Len Brennan who will serve as chairman of Russell Investments. The new CEO has more than 30 years of asset management experience. Seitz joined Russell Investments following 16 years leading William Blair Investment Management and serving on the seven-person executive committee of William Blair.

Blackstone appointed Kelley Morrell as managing director and head of asset management of its tactical opportunities business. Morrell is responsible for ongoing management and oversight of the group’s investment portfolio, and creating and driving added-value initiatives alongside the investment team. Morrell joined from CIT, a financial holding company, where she served as executive vice president and chief strategy officer.

Impact Shares, a nonprofit exchange-traded fund (ETF) platform, appointed wealth manager Eric Bennett as senior advisor. 

Investacorp, a national independent broker-dealer and RIA, appointed financial advisor David Charles Miller. Miller was a financial advisor for more than 23 years. He specializes in providing wealth management services, including retirement and estate planning as well as investment management, to individuals, families, corporate and institutional clients across the US.

Tompkins Financial Advisors appointed Bob Case as a wealth advisor. He is based at the firm’s office at 119 E. Seneca Street in Ithaca. Case has 18 years of experience in the financial industry. Prior to joining Tompkins Financial Advisors, he was a business banking relationship manager at M&T Bank.