People Moves

Summary Of Executive Moves In The Americas: July 2016

Eliane Chavagnon Editor August 2, 2016

Summary Of Executive Moves In The Americas: July 2016

Here is a summary of all the industry comings and goings as covered by Family Wealth Report during the month of July 2016.

Doris Meister is joining Wilmington Trust on August 15 as an executive vice president to head up its wealth management unit - a newly-created role, the firm confirmed. Meister was previously head of global wealth advisory and fiduciary solutions at BNY Wealth Management. Based in New York, she joins William Farrell as the second member from Wilmington Trust on M&T's management group, which is comprised of 15 executives.   

Private Client Resources, the data aggregation and wealth reporting firm, brought in fintech veteran Bob Miller as vice chairman and strategic advisor. As founder and chief executive of four fintech companies, Miller is an expert in the consolidated investment data space and has a strong background providing managed solutions to the financial services industry. His most recent company, CorrectNet, was a venture capital-backed provider of aggregation and reporting for institutional asset managers, prime brokers and hedge fund administrators.

BNY Mellon added Marleny Cheshier as a senior wealth manager in Newport Beach, CA. Cheshier spent the last 18 years at Northern Trust, where she was most recently a vice president and senior portfolio manager. In her new role at BNY Mellon, she will report to Michael Silane, senior director of portfolio management.

BNY Mellon Wealth Management introduced a new US role to foster stronger coordination among its regional offices, naming Thomas Dicker as head of US markets. Based in Boston, MA, Dicker will oversee BNY Mellon's 38 wealth offices throughout the country, reporting to Don Heberle, chief executive of BNY Mellon Wealth Management. Previously, there were three market presidents, covering the East, West and New York-Tri State areas, the firm confirmed. Dicker - who most recently served as chief operating officer - has held several other leadership posts and client-facing roles during his 29 years with BNY Mellon, including overseeing the acquisition of the firm's offices in Toronto, Chicago, and Menlo Park, CA. The firm said it has not named a new COO. 

The head of JP Morgan’s global wealth management business, Phil Di Iorio, is to retire at the end of the year. Di Iorio has held the role since 2011, having previously served as head of private banking products and practices since 2005. JP Morgan said a successor has not yet been named.

Steven Mattus joined Deutsche Bank Wealth Managementas head of global products and solutions for the Americas region, following on from a number of moves in recent months. Mattus previously held senior roles at Credit Suisse Private Bank, most recently as head of assets and investments in the Americas. Before that, he founded and led Credit Suisse’s advisory solutions group, a role in which he designed and rolled out products and platforms for ultra-wealthy clients. In his new position at Deutsche, Mattus - a managing director - will be based in New York. He will report to Patrick Campion, head of wealth management for the Americas (who joined in May), and to Bernd Amlung, global head of products and services.

Paul Vosper joined PIMCO as an executive vice president and real estate strategist in New York, as the firm said it continues to expand its alternatives investment platform. Vosper joined PIMCO’s real estate team of 49 investment professionals globally and reports to Jennifer Bridwell, managing director and global head of PIMCO’s alternative products. Vosper previously held roles at Morgan Stanley as co-head and chief operating officer of Alternative Investment Partners. In that role, he was responsible for AIPs real estate investment strategies and developing real estate solutions for institutional and private clients.

Steven Bishop joined Noyes’ wealth management group in Indianapolis, IN. Bishop joined Chichago, IL-based Noyes from City Securities Corporation, where he has been a financial advisor since 2003. He started his career in 1997 as a financial advisor at NatCity Investments.

HSBC Private Bank named Joe Abruzzo as head of business for North America, succeeding Patrick Campion, who joined Deutsche Bank Wealth Management in May. Based in New York, Abruzzo will be responsible for HSBC’s private banking strategy across North America, particularly in the US – a key market for HSBC Global Private Bank, the firm said. He was most recently head of large corporate banking, having joined in 2014 as head of northeast corporate banking. He previously held senior roles at JP Morgan in commercial and investment banking. Abruzzo will report to Marlon Young, regional head of global private banking for the US and Latin America. He will also serve as a member of the HSBC Global Private Bank Executive Committee. 

Compliance consultancy Cordium appointed Doug Morgan as group chief executive. Morgan succeeded Michel van Leeuwen, who left Cordium last year. He joinsedfrom SunGard, where he oversaw the asset management back-office servicing and accounting space. He has also held various roles in the asset management industry, from global custodians and asset managers through to hedge funds, funds of funds and private equity firms. He will initially be based in New York before relocating to London in the third quarter. 

Withers appointed seven new partners across its offices in the US, Europe and Asia. In the US, the new partners are Marissa Dungey in Greenwich, CT, and Rebecca O'Toole in San Diego, CA. Both are part of the firm's wealth planning and tax team. In Geneva, Ian Perrett became partner within the wealth planning and tax team. In London, Nicholas Vaughan became partner within the real estate team. Meanwhile, in Asia, Laurence Ho was promoted in the wealth planning and tax team in Hong Kong, as were Samantha Gershon within the family team in Hong Kong and Lim Hui Ying within the litigation and arbitration team in Singapore.

Vestorly, the content marketing and relationship analytics platform, brought in Neil St Clair as vice president of growth, a newly-created position at the firm. St Clair joined from the Boston, MA-based RIA Shepherd Kaplan, where he was director of marketing. At Vestorly, he is also tasked with developing the firm's content studio, Vestorly Bespoke, and will report to chief executive Justin Wisz.

US Trust, part of Bank of America, made as string of hires across California, Florida and Washington. In the Golden state, John Aylward and Tiffany Barbara joined US Trust's Los Angeles branch as a private client manager and private client advisor respectively. They previously worked at PNC and BNY Mellon, respectively. Meanwhile, in Florida, Chris O’Gorman has been appointed as a private client advisor in Fort Lauderdale. He previously worked at Creative Sports & Entertainment Finance.

Additionally, Josh Renick joined the Boca Raton, FL, office as a private client advisor. He was formerly an enterprise staffing manager at Bank of America. Lastly, US Trust hired Brecken Diller as a private client manager in Seattle, WA. Diller joined from Comerica, where he was a vice president and trust specialist.

PIMCO, the global investment management giant, named Emmanuel Roman as its next chief executive, taking over from current CEO Douglas Hodge. Hodge will become a managing director and senior advisor when Roman joins PIMCO on November 1 in Newport Beach, CA. Roman was previously CEO at the alternative asset manager Man Group, a role he assumed in 2013 (Luke Ellis has become CEO at Man Group). He also previously spent 18 years at Goldman Sachs, served as co-CEO at GLG Partners and was also chief operating officer at Man Group in 2010 following the firm’s acquisition of GLG.

John Stuntebeck joined US Trust as a non-profit institutional sales director, responsible for driving growth within the firm's outsourced CIO business throughout the southeast. Stunteback was previously a regional director at SEI Investments, focused on new business development and marketing efforts. He specialized in endowments, foundations and non-profits. At US Trust, he will report to Bernie Reidy, national philanthropic sales executive.  

BNY Mellon Wealth Management ramped up its workforce in the Windy City with five appointments. Kevin Kosmak took on a newly-created team leader and senior wealth manager role, while Scott Sandee joined as a senior wealth director. The firm also appointed Kelly Demers as a vice president and residential mortgage banker, Daniel Abbatacola as an underwriter in life insurance premium lending, and Joseph Schwall as a senior private banker.

Kosmak spent the last 13 years as a senior portfolio manager and team leader at Northern Trust, while Sandee was previously a private wealth advisor at BMO Private Bank and, before that, a wealth strategist at Northern Trust. Demers, meanwhile, was formerly a private client mortgage banker at JP Morgan; Abbatacola was a senior underwriter at Northern Trust (and earlier worked at Cornerstone National Bank and Trust Company); and Schwall also joined from Northern Trust, where he has spent the last 27 years.

Peter Andersen took over as chief investment officer at Fiduciary Trust Company, succeeding Michael Mullaney, who became chief investment strategist – a new role at the firm. Andersen was previously CIO at Congress Wealth Management since 2003. He was also a portfolio manager at Congress Asset Management, an affiliated firm. Earlier, he held senior roles at Delaware Investments/Conseco Capital Management and Colonial Management. In his role as CIO at Fiduciary Trust, Andersen will direct the development and refinement of the firm’s investment strategies, asset allocation, third-party manager selection and client portfolio construction. Mullaney, meanwhile, is now responsible for providing perspectives and insights on the global economy and investment markets.

Snowden Lane Partners, the wealth advisory firm, brought in Sam DeGennaro - formerly a first vice president at Merrill Lynch – as a partner and managing director in New Haven, CT. DeGennaro is merging his $180 million practice with the now $1 billion Guth/Fordyce Group, working alongside a team of nine led by partners and managing directors Kevin Guth and Steve Fordyce.  Snowden Lane's footprint now includes seven offices nationally, with offices in Pasadena and San Diego, CA (an international office), as well as New York, New Haven, CT, Pittsburgh, PA,  Baltimore and Bethesda, MD. 

Philadelphia, PA-based Janney Montgomery Scott recruited three financial advisors with combined client assets under management of over $250 million. Two account executives and one private client assistant have also joined the firm. Ann Brancato, a first vice president of wealth management, stepped into the Red Bank, NJ, office, joining from RBC Wealth Management. Meanwhile, Christopher Goles, also a first vice president of wealth management, joined in Baltimore, MD, along with the Courtyard Financial Partners team. They were previously affiliated with Wells Fargo Advisors. Lastly, Kenneth Sarpu, a senior vice president of investments, joined Janney in Glastonbury, CT, with the Sarpu Cardinal Wealth Management Group team. They too were previously affiliated with Wells Fargo Advisors.

Deutsche Bank Wealth Management expanded its presence in the US western region, carving out a new role in the Golden State and recruiting from Morgan Stanley. Russell Daulton was appointed to the newly-created position of San Francisco, CA, market manager, responsible for extending the private bank’s reach in the region’s thriving technology space, while Susan Rounds joins as a director and wealth planner in Los Angeles, CA.

Daulton has worked at Deutsche Bank for over a decade and was latterly a senior private banker in San Francisco. Earlier, he held relationship management roles at JP Morgan Private Bank, and spent 12 years at Wells Fargo Private Bank. Rounds was previously an executive director of UHNW resources and regional advanced planning director at Morgan Stanley Wealth Management. Before that, she spent nearly a decade at Wells Fargo Wealth Management as senior director of planning. Daulton and Rounds will report to Lee Hutter, head of Deutsche Bank WM for the US western region, and Sam Petrucci, head of wealth planning in the Americas, respectively.

BNY Mellon Wealth Management made another hire this week, in the shape of Frieda Rakhman as a wealth director in Atlanta, GA. Rakhman previously worked at Bessemer Trust, and earlier at UBS Financial Services. In her new role at BNY Mellon she reports to managing director Helen Nugent.

Randy Martin joined Raleigh, NC-based First Citizens Bank as director of private banking. Martin moved over from Capital One Bank in McLean, VA, where he headed up private banking national underwriting and commercial credit services. Earlier, he worked at Chevy Chase Bank and Wachovia Bank in various private banking and credit roles across Virginia and North Carolina.

RBC Wealth Management welcomed two new teams in Fort Lauderdale, FL. The Haring Group, a father/son financial advisor team, joined from Morgan Stanley. Comprised of William Haring, first vice president and financial advisor, and Bradley Haring, financial advisor, the team has $124 million in assets under management. Additionally, Scott Ramo, senior vice president and financial advisor, moved from Raymond James/Morgan Keegan.

His wife, Valerie Ramo, joined him as a senior financial associate. Ramo will be joining the CKM Wealth Management Group, already in existence at RBC, which will have combined assets of $300 million. Both teams will report to Fort Lauderdale branch director Jim Jahnsen.

Turner Investments, which has recently merged with the investment advisory firm Veracen, bolstered its management team with three additions. Robert Baird was appointed as chief operating and accounting officer, Jena Dietrich was named director of marketing, and Erik Hagar was hired as a portfolio specialist. Baird spent the past two years at Veracen, having previously worked at Kingsguard Advisors and Ellington Management Group.

Dietrich rejoined Turner, having served eight years previously in the same capacity for the firm and its affiliates. She has 21 years of investment marketing experience, and was latterly managing director at Custom Institutional Fund Solutions. Before her initial tenure at Turner, she was director of marketing at Philadelphia International Advisors and vice president of marketing at The Glenmede Trust Company. Hagar joined as a senior portfolio specialist, bringing 30 years of investment industry experience to the new role. He spent the past nine years nine years at Vanguard as a senior investment analyst and as head of consultant relations within the institutional sales division. Earlier, he was an active equity portfolio manager at The Glenmede Trust Company.

Houston Trust Company appointed F Allen Lyons as vice president of investments. Lyons previously was a vice president of wealth strategies and business development officer at Atlantic Trust, and, earlier, an associate at the accounting firm of Stevens and Matthews.

Schechter Wealth reinforced its East Coast presence with the addition of Stefan Thielen as a wealth advisor in Boston, MA. Thielen was previously a vice president and relationship manager at Eaton Vance Managed Investments in Boston, where he partnered with bank and independent advisor firms.  He has 20 years of industry experience. Meanwhile, Schechter also brought in Megan Sandler as a wealth advisor. Sandler was previously director of marketing and senior vice president at Swiss Select Advisors in New York.

Matthew Wesley became a director at Merrill Lynch's Center for Family Wealth Dynamics and Governance, based in Seattle, WA. This is a newly-created position, Family Wealth Report can confirm. Wesley will report to Stacy Allred, managing director of the group, which works with the firm’s 14,400 financial advisors to provide wealth structuring and guidance to high net worth clients. He was previously founder of The Wesley Group, with a 29-year career as an estate planning attorney, family advisor and consultant behind him.

BNY Mellon appointed Esteban Colon to the new role of wealth director within its New York and northern New Jersey team. Esteban was previously a senior relationship manager at PNC Private Bank in Ridgewood, NJ. Before that, he was a global international financial advisor in New York for Bank of America Merrill Lynch, having previously served as business financer officer and head of financial planning and analysis for Latin America. In his new role at BNY Mellon Wealth Management, Esteban will report to managing director Katia Friend.

Intellectus Partners expanded its investment team with two senior hires. Ben Emons joined as chief economist, head of credit and portfolio manager, while Brian Zeck was appointed as vice president of new products and services. They will be based in the firm’s Los Angeles, CA, office - opening soon - and in San Francisco, CA, respectively. Both will report to the company’s chief executive, David La Placa.

Emons has spent around 22 years as an analyst, trader, portfolio manager and economist. Of note, he spent time working with renowned fixed income expert Bill Gross at PIMCO. Other roles he has held were at ABN Amro (derivative trading), IndyMac (portfolio manager) and Nuveen (portfolio manager). Zeck was previously managing director of the fixed income mutual fund, Leader Capital, where he ran business development. At Intellectus, he will be focused on ultra high net worth and family office clients.  

The wealth manager Creative Planning appointed a director of financial education in the shape of former Wall Street Journal columnist Jonathan Clements. Clements, who spent nearly 20 years at the WSJ as a personal finance writer, will speak at the firm’s events and develop newsletter content for clients.

Arthur Bell, a CPA and advisory firm with wealthy individuals among its client base, made two senior management changes. Arthur Bell, the company’s namesake, has assumed the newly-created role of chairman while Corey McLaughlin has been elevated to the leadership position of managing member. In his new role, Bell will continue to work on client matters and to be involved in business development initiatives. He has spent most of his career in the commodities and hedge fund sectors as a regulatory, tax, audit and business advisor. McLaughlin, meanwhile, is now responsible for the management of the company, which he joined in 1998. He has a strong background in providing accounting, auditing and consulting services to entities including commodity pools, hedge funds, CTAs, investment advisors, broker-dealers and others.

Todd Resnick, Michael Mawby, Stuart Gertman and Bruce Greenwald – who together managed around $600 million of assets for 500 clients as financial advisors at Morgan Stanley – teamed up with MGO Investment Advisors to launch One Seven. The team had been at Morgan Stanley since November 2008, having previously worked at Merrill Lynch. They will head up One Seven alongside MGO principals Ronald Gross, Richard Gross and Paul Orchosky. The firm has its headquarters in Cleveland, Ohio, where MGO is based, with an additional office in Park City, Utah.

Fieldpoint Private appointed Clay Skurdal as managing director and senior advisor, expanding its footprint beyond Greenwich, Connecticut and New York City. Based in Eugene, Oregon, Skurdal previously worked at Great Northern Advisors, an independent affiliate of Lebenthal Wealth Advisors. Before that, he spent almost 30 years with Morgan Stanley Smith Barney and its predecessor firms, including Smith Barney, Shearson Lehman and E.F. Hutton. He brings a clientèle of ultra-high net worth families and entrepreneurs from California, Washington state and North Dakota.

Newly-launched YorkBridge Wealth Partners joined Dynasty Financial Partners' network of advisory firms. The firm, which is based in New York City and Bridgehampton, New York, was set up by managing partners Carrie Gallaway and Andrew Stern, who both previously worked at Lebenthal Wealth Advisors. As part of the network, YorkBridge will have access to Dynasty's open-architecture wealth management solutions and technology platform for investment advisors. The firm also partnered with providers including Schwab Advisor Services and Fidelity Institutional Services for analytics and operational support.

Kroll appointed J. Andrew Valentine as an associate managing director within its cybersecurity and investigations practice. Valentine has managed numerous high-profile criminal forensic and data breach investigations in the US and internationally, where his work proved instrumental in the arrests and successful prosecutions of notorious hackers and criminals. During his 14-year career, he has worked at the Florida Department of Law Enforcement’s computer crime center and at Verizon/Cybertrust. He has regularly collaborated with government and state/provincial law enforcement agencies worldwide, including the Federal Bureau of Investigation, US Secret Service, and Department of Homeland Security.

Ankura Consulting Group appointed Mark McGrath and Christopher Harvey as senior managing directors, Brian McDowell as managing director and Bradley Lohmeyer as senior director. The firm also opened an office in Chicago to support the growth of its team. McGrath, Harvey and Lohmeyer will be based in the new Chicago office, while McDowell will be based in Atlanta. All four joined from FTI Consulting.

Wagner Law Group appointed Stephen Wilkes as partner. Wilkes has been with Wagner Law Group since 2012. Based in San Francisco, California, he has advised clients including wealth management firms, banks, trust companies, investment professionals, plan sponsors and registered investment advisors. His areas of expertise include tax law and ERISA (Employee Retirement Income Security Act) Title I fiduciary law, as well as the related federal and state securities and banking laws governing the distribution of investment products and services, such as the Investment Advisers Act, FINRA rules, and OCC regulations.

Citisoft appointed Paul Migliore and Thomas Secaur as global chief executive and global chief operating officer respectively. Migliore has served as CEO of Citisoft’s US practice since 2007. Before Citisoft, he was a partner at IBM Global Business Services and PricewaterhouseCoopers. Secaur has been COO of US-based Citisoft, Inc since 2002, when the firm merged with The Rowan Group. Previously, he worked at Thomson Financial (now SS&C Technologies) as director of implementations for its PORTIA division. The pair will continue to be based in Boston while Citisoft managing partner, Steve Young, will continue to be responsible for Citisoft PLC, the firm’s London-based consultancy. Young will work with Migliore and Secaur to oversee the global firm’s European and Asia-Pacific businesses.

Fieldpoint Private, headquartered in Greenwich, Connecticut, appointed Christopher DeLaura as managing director and senior advisor. DeLaura joined the firm's New York office from Westport Resources, where he advised on around $200 million in client assets on behalf of more than 20 families, and held various management roles including chief operating officer. Previously, he spent 11 years with UBS Financial Services in roles including financial advisor and director of the firm's emerging affluent program.

DeLaura advises families across all aspects of wealth management, including cashflow, asset allocation, multi-generation family governance, insurance, credit, charitable planning and business planning. He will also serve as Fieldpoint Private's chief administrative officer, wealth advisory, with operations responsibility for the firm's broker-dealer and registered investment advisor units.

American National Bank and Trust Company appointed Ramsey Hamadi as executive vice president. Hamadi was most recently CFO at NewBridge Bank and previously for Pulaski Bank. His expertise ranges from cost management, business development and accretive acquisitions to financial modeling and capital planning. Based in Danville, Virginia, Hamadi will lead the bank's major strategic initiatives.

Banc of California appointed Cynthia Abercrombie to its board of directors. Abercrombie, who retired from the bank in March 2016, most recently served as its deputy chief risk officer. Previously, she held various senior leadership roles at Deloitte, Touche Banking Services Group and several community banks. In addition, she has worked for the Office of Thrift Supervision, the Office of the Comptroller of Currency and the Justice Department leading forensic analysis teams.

City National Bank brought in Nichole Walker as a senior wealth planner, based in San Francisco and serving clients in the Bay Area. Walker was previously a financial advisor at Morgan Stanley Wealth Management, where she also served as a team member for the firm’s institutional consulting division, Graystone Consulting. Previously, she practiced law for 15 years, serving as general counsel for technology and media companies, and as special advisor for a hedge fund.

Diversified Trust named Jeff Howard as chief operating officer at its Atlanta, GA, office, following the recent promotion of Mark Bell to managing principal of the branch. Before joining Diversified Trust, Bell was chief investment officer at BlueArc Capital Management, an alternative asset manager focused on family offices, where he remains a director. He started his career at McKinsey & Co and subsequently was director of strategy at D E Shaw & Co, where he helped develop the organization's private equity investment strategy and launched the firm's reinsurance business.

Atlanta, GA-based GV Financial Advisors, which describes itself as a behavioral wealth management firm, welcomed Jason Eagle as a financial advisor. Eagle joined the firm from Mercer Advisors, where he spent seven years working with high net worth clients.

The investment research house Altegris appointed Martin Beaulieu as executive chairman, responsible for the day-to-day management of the company. Jack Rivkin will continue to serve as chief executive and chief investment strategist, but with a stronger focus on the markets, product development and identifying investment themes. Beaulieu joined Altegris as a member of the board in March 2016. His prior roles have included vice chairman of MFS Investment Management, CEO of MFS/McLean Budden, and, most recently, head of retail iShares US at BlackRock. 

Matthew King joined Wilmington Trust team as a private banker in North Palm Beach, serving the Florida and Atlanta markets. King will provide lending, cash management and deposit services to wealthy clients through M&T Bank, Wilmington's parent company. He joined from Northern Trust, where he was a private banker. Before that, he was a private banking relationship manager at Wachovia Wealth Management.

Janney Montgomery Scott promoted Anne Lurton to senior vice president and complex manager of the firm’s Washington, DC, complex, which also includes an office in Alexandria, VA. Lurton replaced Jeff Smith who was recently promoted, as reported here, to head of recruiting and business development for Janney’s private client group at its headquarters in Philadelphia, PA. Lurton was previously assistant complex manager for the Washington, DC, complex, which is home to 22 financial advisors, overseeing $1.9 billion in client assets.

Former Morgan Stanley Wealth Management MD Jason Moore joined Brinker Capital as chief administrative officer – a new role at the firm. Moore will work with the investment team and the sales and distribution teams, reporting jointly to Noreen Beaman and Chuck Widger, chief executive, and founder and executive chairman, respectively.

Four attorneys and additional staff from the Los Angeles, CA-based family law firm, Phillips Lerner,  joined Blank Rome. The team will become part of the law firm's matrimonial and family law group, taking its US practice to nearly 30 attorneys. Stacy Phillips and Kevin Martin will join as partners, while Marc Lerner and Pauline Martin join as of counsel.

HighTower merged with J M Egan Wealth Advisors, an RIA with offices in Sea Girt and Madison, NJ, and New York City. The team manages around $300 million under the leadership of John Egan, managing director. Moving forward, the team will be known as The Egan Group at HighTower, and will move its New York City office into HighTower's New York headquarters. The Madison and Sea Girt offices will continue to operate in their current locations. The Egan Group at HighTower also includes Nicholas Minton, client service associate; Jennifer Glogolich, client service manager; and Melinda Glogolich, assistant. The team provides tax, estate and legacy planning, and other financial services, with a speciality in medical, legal and telecommunications clients, as well as closely-held family businesses.

California-headquartered Corient Capital Partners took on Robby Saggu as a managing director from Goldman Sachs, where he was a private wealth advisor in San Francisco and Los Angeles. In his new role at Corient Capital, Saggu will serve high net worth entrepreneurs, private investors, families and foundations.Atlanta, GA-based Triad Advisors, which supports hybrid advisors, has appointed Hugh Tarbutton as a senior vice president of business development, focused initially on recruiting.

Farmington, CT-based Connecticut Wealth Management welcomed Martha Hardison as a financial planner. Hardison was previously a financial center manager at Bank of America in West Hartford, CT, and held a management role at TD Bank in Plantsville, CT.

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