Here is a summary of industry moves in the Americas during February 2015.

Thane Stenner stepped down as managing director and founding member of TIGER 21 Canada to focus on his national multi-family office, StennerZohny Investment Partners+ of Richardson GMP, which has $29.3 billion in AUA.

Stenner will remain a member of TIGER 21’s Vancouver group and will hold the title of chairman emeritus of TIGER 21 Canada.

Stenner was instrumental in the expansion of TIGER 21 into Canada, the peer network for wealthy investors said. Groups were launched in Vancouver, Calgary, Toronto, and Montreal in 2011 and now they have  approximately 45 members in total.

Going forward, Stenner’s responsibilities as managing director will be handled by various professionals within TIGER 21, including its new chief of field operations Greg Wells, who will oversee all TIGER 21 chairs in Canada and the US.

Baird, an international employee-owned financial services firm, named Terry Maxwell as its new chief financial officer, replacing Dominick Zarcone, with effect from tomorrow.

Maxwell, who worked at Baird from 1986 to 2006 and was head of investment banking, rejoined Baird last year as director of corporate development and strategic investment following several years in academics.

In conjunction with the CFO responsibilities, Maxwell will continue to be involved in Baird’s strategic investment and acquisition activities.

Zarcone is leaving Baird after over 20 years to become executive vice president and CFO of LKQ Corporation, a publicly-traded Chicago-based company that is a long-standing Baird client.

He joined Baird as a managing director in 1995, became chief operating officer for investment banking in 2004 and Baird’s CFO in 2011.

San Jose, CA-headquartered Loring Ward, the provider of investment management and practice development consulting, appointed Payel Farasat as chief investment officer.

Farasat replaced Joni Clark, who remains on the investment committee.

She spent the past seven years at Charles Schwab & Co, most recently as western region vice president and earlier as senior manager of strategic trading. Before Schwab, she was a financial advisor at Ameriprise Financial.

In her new role at Loring Ward, she will direct investment policy, research and portfolio management strategies for the company.

Fiduciary Trust Company promoted Stacy Mullaney to the newly-created role of chief fiduciary officer, succeeding Robert Karelitz, the firm's general counsel who has overseen these activities and is retiring after 41 years at the company.

Mullaney will report directly to Austin Shapard, Fiduciary Trust Company's president and chief executive.

The CFO role entails Mullaney overseeing the firm's fiduciary responsibilities to clients, as well as for the delivery of estate planning and settlement services.

She has over 20 years of experience in the private wealth management sector, having joined Fiduciary Trust Company in 2004. She has served as as vice president, trust counsel and, most recently, director of estate administration.

Wells Fargo Advisors, the brokerage firm, made a handful of hires in four states from Morgan Stanley.

Details of the hires:

• Jeffrey Katz joined in San Rafael, CA, and previously managed more than $174 million in client assets.
• Mitchell Gravelle joined in Ballantyne, NC, and previously managed over $100 million in assets.
• Juan Ley and Tiffany Callahan were hired in Tucson, AZ.  They previously managed $214 million in combined client assets.
• Frank Banks joined in Birmingham, MI, having previously managed nearly $40 million in client assets.

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RBC Wealth Management-US recruited Nuri Benturk from JP Morgan Private to lead its new corporate and executive services business line.

The types of specific needs required by this client segment, and which will be provided by CES, include: employee stock option planning and administration; management of restricted stock transactions; 10b5-1 creation and execution; and single-stock trading for corporate executives. And through RBC's global investment banking services, corporate needs such as: IPOs and equity capital raises, private placements, mergers and acquisitions advisory and debt capital raises.

RBC Wealth Management advisors will begin offering CES to clients this spring.

In his former role at JP Morgan Private Bank, Benturk was responsible for product development; he has nearly 30 of experience in global financial services.

BNY Mellon Investment Management appointed Ralph Studley to the newly-created role of director of investment strategy, responsible for leading distribution programs in the US.

Studley will lead a team that partners with intermediary clients and advisor teams to evaluate and identify the most suitable investment capabilities across BNY Mellon's investment management platform.

He will report to Kim Mustin, head of North American distribution for BNY Mellon Investment Management.

Studley joined BNY Mellon Investment Management from Eaton Vance Investment Management, where he had multiple roles - most recently associate director of wealth strategies.  Prior to that, he worked in institutional sales at Piper Jaffray and had been a trader for SAMCO Capital Markets.

Mosaic Family Wealth, an $800 million independent advisory firm, launched through Dynasty Financial Partners by two former Morgan Stanley Wealth Management executives and their team.

Joining Mosaic's founders, Scott Highmark and Larry Shikles, were: Jim Steiner, senior wealth advisor; Missy Brown, director of private client services; Barbi Charleville, director of operations and compliance; Shannon Fowler, financial planning associate; Darlene Smith, portfolio management associate; and Gail Wild, senior client operations associate.

St Louis, MO-based Mosaic Family Wealth specializes in providing financial solutions and wealth counseling for entrepreneurs and their families. Through Mosaic Institutional Wealth, it serves corporations, foundations, pension plans and endowments.

Highmark was latterly senior vice president and family wealth director at Morgan Stanley Wealth Management and before that a vice president of wealth management at A G Edwards & Sons. Shikles was formerly a senior vice president at Morgan Stanley Wealth Management.

ACE Group made leadership appointments at its private risk services business, effective when its acquisition of the US high net worth personal lines insurance business of Fireman’s Fund is completed.

The transaction, announced in December, is expected to close in the second quarter of this year.

The appointments:

• James Williamson, currently chief operating officer for ACE's international accident and health insurance unit, will serve as division president of private risk services. Williamson will be responsible for ensuring the integration of the two companies and then leading the combined business. He will report jointly to Juan Andrade, executive vice president of ACE's personal lines and chief operating officer of ACE Overseas General, and John Lupica, vice chairman of ACE Group and chairman for insurance in North America.
• Mary Boyd -  currently division president of ACE Private Risk Services - will serve as deputy division president and will report to Williamson. Boyd will lead underwriting, product management, analytics, actuarial, IT, and project management. She will also be responsible for business operations in Canada.
• Meanwhile, Eric Shanks will join ACE as senior vice president and lead product management and analytics at ACE Private Risk Services. Shanks is currently a senior vice president responsible for product management and high net worth underwriting at Fireman’s Fund Personal Insurance. He will report to Boyd.
• Robert Haibi will join ACE as senior vice president and co-lead the ACE Private Risk Services distribution organization. Currently the national distribution executive at Fireman’s Fund Personal Insurance, Haibi will be responsible for ACE’s relationships with its largest national and global distributors, training and best practices, as well as regional distribution responsibilities for the western and central regions. He will report to Williamson.
• Annmarie Camp, who currently leads the ACE Private Risk Services distribution organization, will co-lead the new distribution organization with Haibi. Camp will have national distribution responsibility for the company’s premier and high net worth segments, as well as for all marketing and communications. In addition, she will have regional responsibility for the northeast and southern regions. Camp will report to Williamson.
• William McDuffie, currently field service operations executive at Fireman’s Fund Personal Insurance, will join ACE Private Risk Services as the lead operations executive, reporting to Williamson.
• Tiffany Alvey, currently vice president of claims at Fireman’s Fund Personal Insurance, will join ACE as deputy head of claims and report to Clyde Douglas, chief claims officer for ACE Private Risk Services.
• Christopher Donahue, chief underwriting officer for ACE Private Risk Services, will remain in his current role and will report to Boyd.
• Lastly, Robert Courtemanche, currently chairman of ACE Private Risk Services, will continue in his role through the close of the transaction. He plans to retire from ACE but will continue to provide guidance and expertise to the organization until early in the fourth quarter of 2015.

Sasha Klein – formerly fiduciary counsel to Bessemer Trust – joined Florida-based Sabadell Bank & Trust as senior vice president and director of trust and wealth services in Palm Beach, FL.

Klein will provide wealth and advisory services to high net worth individuals and families.

In her former role at Bessemer Trust, she directed the fiduciary risk management group and chaired the special investments and discretionary committee.

Before that, Klein practiced law as an attorney at Comiter Singer Baseman & Braun, focused on estate, gift and generation-skipping transfer tax issues, fiduciary income tax issues and estate/trust planning and administration.

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Fiduciary Trust Company International hired Kate Freeman as a managing director and business development officer in California.

Freeman joined from the Australian-based wealth management firm BT Financial Group, where she was a national life insurance development manager. She has over ten years of experience in the wealth management industry and will be based in Los Angeles.

San Diego Private Bank hired Thomas Wornham as a director.

Wornham has had a long career in banking, having spent 30 years at Wells Fargo. Most recently, he served as chairman of the San Diego County Water Authority.

San Diego Private Bank's former director, David Moore, resigned from the bank's board of directors.

Moore sold all the shares of the bank held by Marathon Financial Ventures, an investment partnership of which he is the general partner. Moore continues to hold shares of the bank in his personal account and his personal investment vehicle, Marathon Capital Holdings.

The international law firm Withers Bergman recruited Bruce Hood as a partner within its New York tax group.

Hood represents clients on taxation matters at the federal, state and local levels, with principal areas of practice in international, real estate, corporate and partnership taxation. He has advised clients on taxable and tax-free mergers and acquisitions, partnership formation and restructuring, pre-immigration tax planning, tax-free exchanges of real estate and REIT formation and operation.

United Capital Financial Advisers recruited a 23-person team with locations in Denver and Arizona from Capital Investment Counsel, a wholly-owned subsidiary of Compass Bank. 

The move marked the opening of United Capital’s 58th and 59th offices.  

While at CIC, the team managed over $2 billion in assets under management across 1,600 relationships, with an average household having around $1.3 million in investable assets.

It is led by four former CIC principals: Stephen Dreiling, Jason Rosener, Chris Johnson and Brian McDowell, who now serve as managing directors at United Capital.

Meanwhile, another eight former CIC employees joined as wealth advisors, nine serve in operations roles and three continue their investment management duties. Each new hire is being compensated via cash and/or equity in United Capital. 

Santiago Trigo joined Deutsche Asset & Wealth Management as a Miami, FL-based managing director and market head for the combined region of Southern Cone and Andean.

Trigo was most recently a market manager at JP Morgan - a role in which he oversaw the private bank's growth strategy in Mexico.

Prior to JP Morgan, he spent 10 years at Bank of America within the emerging markets debt trading group as a trader and trading manager. 

David Kelman joined Convergent Wealth Advisors as a managing director in Manhattan, serving ultra high net worth individuals and families primarily in the greater New York City area, but also across the US.

Kelman has previously worked in business development as senior vice president at Next Capital Management, as well as leading mergers and acquisitions initiatives at Bear Stearns, Donaldson Lukfin & Jenrette and Credit Suisse First Boston.

Wells Fargo Private Bank expanded in Boston, MA, with the addition of Kevin Driscoll as a financial advisor and Tom Eberhardt as senior fiduciary officer.

Marty Courage, senior vice president and regional director for the Boston region, said he plans to make three additional hires by the second quarter of this year.

In his new role, Driscoll will assess the wealth management needs of high net worth individuals and families, and then coordinate specialists and solutions accordingly.

Meanwhile, Eberhardt will serve as the primary contact for the coordination of investment and fiduciary services, providing advisory-based services to wealthy clients.

Driscoll was previously a financial advisor at Barclays Wealth & Investment Management in Boston, while Eberhardt spent nearly 15 years at Beacon Trust Company – most recently as vice president and trust officer.

BMO Private Bank hired Kristen Hernandez as director of trust and estate services in Hinsdale, IL.

Hernandez - who joined from Northern Trust - will be focused on building relationships and developing wealth management strategies for high net worth clients in Hinsdale and the surrounding area.

BMO said Hernandez has 25 years of industry experience, although it is unclear where she worked previously.

Wells Fargo Advisors, the brokerage firm, appointed Jim McHale as chief compliance officer, replacing Bob Mooney, who became chief compliance officer of Wells Fargo's wealth, brokerage and retirement unit.

Based in St Louis, MO, McHale reports to Mooney.

McHale, who will serve on the firm’s operating committee, was most recently global head of brokerage compliance at E*TRADE Financial Corporation and associate general counsel for the Securities Industry and Financial Markets Association.

McHale will be responsible for leading the compliance function of WFA’s retail brokerage business, including the oversight of product and regulatory compliance, internal controls, anti-money laundering, regulatory change management and other regulatory affairs.

Asset Risk Consultants took on Marco Galvan to expand its reach in Canada, based in Toronto.

Galvan, a member of the CFA Institute, previously worked in discretionary investment at RBC Wealth Management, specializing in manager due diligence, portfolio construction, performance and risk analysis.

ARC provides investment consulting, manager research and performance reporting, with assets under scrutiny of around $25 billion. ARC’s “Private Client Indices” are available through its web-based research portal, Suggestus, which launched this month.

The focus over the coming months, ARC said, will be on gathering data to launch Canadian dollar PCIs. (The firm already provides PCIs in US dollar, euro, Swiss franc and pound sterling currency denominations.)

CircleBlack, the online financial data aggregation platform for financial advisors which launched last year, made its first ever strategic appointments, hiring Bill Bartzak and Michael Castellano to join its board of directors.

Bartzak is currently a member of the senior leadership team at ABILITY Network, a healthcare workflow services company. Prior to being acquired by ABILITY, Bartzak was chief executive and founder of MD On-Line, which was a provider of technology solutions that helped boost the efficiency of doctor practices.

In addition, he serves on the board of directors for the Institute of Public Health and Medicine of New Jersey and the board of advisors for Investors Bank.

Meanwhile, Castellano has extensive executive-level experience in the financial services and wealth management sectors, CircleBlack said.  He currently serves as a director/trustee of the BlackRock Closed-End Fund complex and was previously CFO and managing director of Lazard.

Before Lazard, Castellano held senior management roles at Merrill Lynch & Co from August 1991 to August 2001. Earlier still, he was a partner with Deloitte & Touche.

BNY Mellon recruited Judy Barton as a senior wealth director for business development in Dallas, TX.

Barton joined after eight years at Sanford C Bernstein, where she was a partner. Previously at US Trust, she advised individuals and families on corporate and private business transactions, divorce, retirement and trust and estate planning.

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Merrill Lynch added private wealth advisor Bruce Munster and his nine-strong team to its growing private banking and investment group in Los Angeles, CA.

Munster's team, latterly of Morgan Stanley, includes his partners senior vice president John Paffendorf and vice president David Freeman.

Munster – who began his financial career 16 years ago at UBS – will report to Michael Rogers, managing director and head of Merrill Lynch’s private banking and investment group in Los Angeles.

Munster and his team are based in Century City, CA. With over $1.2 billion in client assets under management, they serve over 60 entrepreneurs, inventors and M&A professionals.

Avant-Garde Advisors, a wholly-owned subsidiary of Avant-Garde Wealth Management, hired Jason Lohe - who has a strong background working with sports professionals - as a private wealth advisor.

Lohe was a registered player financial advisor with the National Football League as well as having worked at Octagon Football Sports Agency. He was CEO of Safeguard Financial and Insurance Services and also founded Game Plan Wealth, an athlete-run business management and marketing firm.

Prior to founding Safeguard Financial and Game Plan Wealth, Lohe worked at Morgan Stanley, AIG Advisor Group and, most recently, JP Morgan.

Avant-Garde Advisors is based in Centennial, CO, with a network of independent and private wealth advisors across California, Florida and Arizona.

Baystate Financial, a Boston, MA-headquartered wealth management firm with 14 offices throughout New England, hired a new financial advisor and financial services representative.

John Navien will provide financial advisory services including retirement planning, estate conservation, protection planning and business succession to professionals, entrepreneurs and multi-generational families.

Navien began his career at Wachovia Securities & The Destefano Group.  He spent the past nine years affiliated with Northwestern Mutual. 

Deborah Winshel joined BlackRock as a managing director and global head of impact investing, charged with unifying the firm's approach to impact investing through the launch of BlackRock Impact – a global platform that caters to investors with social or environmental objectives.

In this arena, BlackRock offers: values-based investment strategies (which use screens to exclude certain securities), ESG strategies (which focus on investing in companies that display strong track records in the governance, social or environmental areas) and impact investment strategies (which peruse measurable societal or environmental outcomes alongside financial goals.)

Winshel, who was previously president and chief operating officer of The Robin Hood Foundation in New York, will also oversee BlackRock’s global corporate philanthropy program. Before that he was chief financial officer and chief administrative officer for the Metropolitan Museum of Art.

Prior to working in the non-profit sector, Winshel spent over 12 years working in New York and London within JP Morgan’s investment bank.

Winshel will report jointly to Laurence Fink, chairman and chief executive of BlackRock, and Richard Kushel, senior managing director and chief product officer.

As debate rumbles on over the potential expansion of the fiduciary standard to broker-dealers and other financial advisors, The Committee for the Fiduciary Standard named Kathleen McBride as its new chairman, succeeding Professor Ron Rhoades.

Professor Rhoades is joining the finance department faculty at Western Kentucky University in July but will remain a member of the committee’s Steering Group, which also includes: Blaine Aikin, Clark Blackman, Gene Diederich, Harold Evensky, Sheryl Garrett, Roger Gibson, Deena Katz and Ronald Roge.

McBride is a founder of the committee, which was set up in June 2009 to advocate that all investment and financial advice be rendered as fiduciary advice and therefore meet the requirements of the five core fiduciary principles.

Terry Jenkins, the former head of BMO Private Bank in the US, was appointed as president of Key Private Bank, based in the firm's Cleveland, OH, headquarters.

Jenkins replaced Tim Swanson, who was serving in a dual capacity as head of Key Private Bank and chief investment officer. Going forward, Swanson will focus solely on the CIO role, reporting to Jenkins.

In his new role, Jenkins will oversee Key Bank's wealth management segment which includes trust and investment management, institutional trust, and banking services for affluent individuals, families, business owners and institutions.

He will report to E J Burke, co-president of Key Community Bank.

Eric Meltzer was hired as the new chief technology officer at OppenheimerFunds. Meltzer replaced Darren Walsh, OppenheimerFunds' former chief technology and operations officer, who left in July 2014.

Based in New York, Meltzer will be responsible for advancing the firm’s technology, infrastructure and data initiatives. He will report to Art Steinmetz, OppenheimerFunds' chairman and chief executive.

Prior to joining OppenheimerFunds, Meltzer served as CTO at Putnam Investments, where he led the creation and execution of technology strategy for applications, infrastructure and telecommunications.

He began his career in 1988 as a programmer analyst at Bloomberg LP. He later held roles at Bankers Trust Company of New York, Kidder, Peabody and Co, Reuters and Deutsche Bank.

As BNY Mellon Wealth Management closed in on its goal of adding around 50 sales directors to its team across the US, the firm made another hire in the shape of Christian Griffin as managing director for business development in Westport, CT. Griffin will report to managing director Katia Friend.

He was previously an executive director at JP Morgan Private Bank, where he advised affluent families, business owners, endowments and foundations. Prior to JP Morgan, he was a vice president and financial advisor at Bernstein Global Wealth Management, responsible for client acquisition and retention.

BNY Mellon Wealth Management added to its business development team in Manhattan, while announcing that its New York Tri-State sales force team has grown by 140 per cent over the past two years.

Brett Dearing was appointed as a senior wealth director while Ryan Brown joined as wealth director - both report to managing director Katia Friend.

Before Dearing joined BNY Mellon he was a managing principal and founder of Viceroy, where he focused on investment solutions for high net worth clients, sales/engagement strategies for institutions and created channel distribution strategies to access retail clients and registered investment advisors.

Earlier, he worked at Cole Real Estate Investments as a senior vice president and head of distribution for Cole Real Estate Investments in Phoenix.

Brown was previously director of the sales and marketing group at the RIA Bennett Lawrence Management, where he was responsible for the firm’s national business development and client retention effort. Before that, Brown was a relationship manager at The Roosevelt Investment Group.

Deutsche Asset & Wealth Management recruited Susan Moffat as a private banker in Los Angeles, CA, focused on ultra high net worth clients on the West Coast.

Moffat was previously a vice president at JP Morgan Private Bank in Los Angeles, working with UHNW clients including financial sponsors, hedge fund principals and entrepreneurs.

Earlier in her career, she worked within the investment bank at JP Morgan and on the fixed income capital markets desk at Lehman Brothers in New York.

First Foundation brought in a new portfolio strategist in the shape of Andrew Chan, who will be based in the firm's West Los Angeles, CA, office.

Chan, who will also sit on First Foundation's investment committee, was latterly a vice president and portfolio manager at US Trust. In that role, he managed nearly $650 million in assets for individuals, family offices and foundations.

US-based Evercore Wealth Management promoted portfolio manager Brian Pollak to partner.

Pollak, who has been with the firm since 2009, is responsible for taxable bond investments for individual and institutional clients and also leads the firm's manager selection committee.

SimCorp, a global provider of investment management solutions, appointed Marc Mallett as vice president of products and managed services in North America, based in Chicago, IL.

Mallett has in the past held leadership positions at firms such as Northern Trust, where he was head of product and strategy for the global fund services business, and the consultancy Citisoft, where he was chief operating officer.

He has also previously served as a vice president of technology at Fidelity Investments and was a director of professional services at Thomson Reuters.

Jan Hendrickson replaced Brian Vowinkel as regional managing director at Ascent Private Capital Management of US Bank in Seattle, WA.

Hendrickson reports to Michael Cole, president of Ascent, which is US Bank’s ultra high net worth division that serves individuals and families with at least $50 million in net worth.

US Bank confirmed that Vowinkel has left the firm.

In her new role, Hendrickson will lead the Seattle office’s nine professionals who provide investment management, private banking, wealth impact planning, and family office advisory services to clients in the northwest region.

Hendrickson was most recently the managing partner and a founder of Denny Hill Capital, an early-stage venture capital firm in Seattle. She brings extensive corporate board experience, including multiple chairmanships, US Bank said.

New York-headquartered Advent Capital Management, a registered investment advisor, appointed Matthew Dundon as managing director and portfolio manager within its alternative investment strategies team, as well as making two other hires.

Dundon has 17 years of industry experience, having most recently been a portfolio manager at Pine River Capital.

Meanwhile, in addition to Dundon's hire, Advent also recruited Marc Aylett as vice president of portfolio management and Brian Hertzog as vice president of research - focused on high-yield strategies and technology respectively.

Aylett was previously a managing director and senior research analyst at Pomelo Capital, while Hartzog was latterly a portfolio manager of the Putnam Global Technology Fund.

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Flynn Family Office hired two new directors at its New York headquarters in the shape of Robyn Trani – previously controller at Ziff Brothers Investments – and Esma Deljanin, latterly director of personnel at Pretium Partners.

Trani, director and client service specialist, will work with FFO's partners and account management teams to streamline existing processes and formalize procedures.

Meanwhile, Deljanin, director of administration, joined as a human resources and organizational management professional and in her new role will oversee employee development programs and corporate culture initiatives.

Fiduciary Trust Company International relocated relationship manager and senior trust officer Suzanne Weston to its Boca Raton office in a bid to boost coverage in South Florida.

The move was a continuation of Fiduciary Trust's focus on enhancing growth in the region, which includes last year's opening of the Boca Raton office and the recent hire of a new managing director to Fiduciary Trust International of the South.

HighTower appointed Patricia Pick within VWG Wealth Management in Vienna, VA, adding $225 million in client assets and boosting VWG's total assets under advisement to some $1.2 billion.

Pick has over three decades of experience in wealth management, most recently as senior vice president at Morgan Stanley.

She joined HighTower as a partner and managing director alongside senior private wealth associate Rashmi Chahil, who was previously her colleague at Morgan Stanley.

Deborah Graver joined Pittsburgh, PA-headquartered Signature Financial Planning as a partner and high net worth advisor.

Graver was previously in charge of high net worth development and chief compliance officer at Fragasso Financial Advisors, where she has worked for over 20 years, starting there as a financial advisor.

Wilmington Trust made four appointments to its fiduciary tax department as the firm responds to client demands for trust and estate tax services.

Joining the team in the firm’s Delaware headquarters were Robert Weidner, Daniel Valentino, Anthony Ward and John Roberts.

Robert Weidner became head of tax for wealth advisory, where he will provide guidance on the structure and integration of the tax preparation work at Wilmington Trust, the firm said in a statement.

Weidner will also lead and develop the fiduciary tax department in line with the growth of Wilmington Trust’s wealth advisory division. He will report to Kemp Stickney, chief fiduciary officer and head of the family wealth department.

He moved from JP Morgan Chase, where he served as executive director and head of the private bank income tax department.

Meanwhile, Daniel Valentino took up the mantle of team leader for trust, fiduciary, individual compliance and training. His responsibilities include improving policies and procedures as well as training teammates in planning for engagement with trusts, estates, foundations, individuals and partnerships. He was previously a tax supervisor at Elko & Associates.

Joining as tax group unit manager was Anthony Ward, who will supervise tax accountants in the preparation of fiduciary and personal income tax returns for clients. He leaves JP Morgan Chase after a 35-year stint.

Finally, John Roberts joined as an accountant and financial analyst. He leaves his role as senior tax officer at PNC Bank to join Wilmington Trust.

Gordon Boerner was promoted to western region banking manager – spanning California to Colorado - at US Bank's Private Client Reserve, which serves individuals and families with at least $3 million to invest.

Boerner's previous role was private banking managing director for the PCR in San Diego, where he will continue to be based. He replaced someone who moved to another position within the firm, US Bank confirmed.