Here is the latest summary of moves in the North America wealth management sector.

Evercore Wealth Management appointed Jill Faherty Lloyd as a managing director and financial advisor, based in New York. In this newly-created role, Lloyd works with investment, planning and fiduciary professionals to focus on expanding the firm's ‘Wise Women’ investor education program.

Her track record includes work as an institutional equities salesperson at Credit Lyonnais Securities USA and at Bear Stearns & Co. She also held financial analyst roles at Iridian Asset Management and Red Coat Capital Management.

Stonehage Fleming recruited former Royal Bank of Canada Wealth Management vice president and managing director Mike Moodie as a consultant and US board member. His role was a newly-created one. Moodie joined RBC in 1985 and held an array of senior leadership positions based in Canada, the Caribbean, US and the UK. He spent seven years leading the expansion of RBC's international wealth management office across the US as head of the Americas. In 2010, he relocated to London to head up the firm's UK wealth management team and remained there until he later retired in 2015.

John Hancock Investments named Luji Brock as managing director supporting its UCITS business, while Brad Feeley joined as managing director and exchange-traded fund specialist. Based in Houston, Brock joined John Hancock last year as vice president and strategic relationship manager for the retirement plan Services business. Previously, she was a UCITS sales specialist at Eaton Vance. Feeley, based in Chicago, most recently worked at Guggenheim Investments, where he sold UITs and ETFs in the Midwest region. 

Palmer Square Capital Management appointed Brad McClintock as senior vice president. Previously, McClintock spent more than 15 years with UMB, a Kansas-headquartered financial services firm, as vice president.

Glenmede appointed Christopher Long as business development director and Christopher Tiano as client development associate, newly-created roles within its New York City office. Tiano joined from Basalt Infrastructure Partners. Previously, he worked in investment banking at DNB Markets and D.A. Davidson & Co.

Advisory Research hired Michael Valentinas and Adam Steffanus as portfolio managers in charge of sustainable dividend strategies for both global and US mandates. Valentinas and Steffanus were previously portfolio managers at Credit Suisse where they co-led the HOLT sustainable dividend and core strategies since 2005. They base in Chicago.

Raymond James Financial Services hired independent advisors Jason Croix, Michael MacRory and Jeffrey Shoop in Texas. They previously worked together at Edward Jones before moving to LPL within a year of each other in the early 2000s.

Fidelity chairman Ned Johnson, who ran the Boston-based financial services group for the past 39 years, handed his last remaining responsibilities to his daughter, Abigail. Ms Johnson, who became chief executive in 2014, now serves as chairman.

Manhattan West Asset Management welcomed Robert Trujillo, bassist in heavy metal band Metallica, as an equity partner. Founded in 1999, Manhattan West is a financial services company dedicated to advancing the economic development of the American Latino business community.

Robertson Stephens appointed Ron Resnick to the new role of chief operating officer of its asset management business. Resnick has 25 years’ experience in managing alternative assets platforms.
Alex. Brown, a division of Raymond James offering wealth management and financial planning services, recruited the Decker Global Wealth Group to join its Annapolis, Maryland office. The group, comprised of managing director and client advisor Craig Decker, along with assistant vice president and registered associate Emma Sterling, joined from the Royal Bank of Canada, where it managed $250 million in client assets.

Palisades Hudson appointed Shomari Hearn as its first ever managing vice president, with Paul Jacobs and Eric Meerman made vice presidents.

Hearn was promoted from vice president of the firm, which he joined in 1998 as an associate. In 2005, he established the Fort Lauderdale, Florida, office, where he is currently based. In his new role, Hearn oversees operations, concentrating on strategic initiatives such as the newly launched entertainment and sports team. He reports to the firm's president, Larry Elkin and runs an expanded executive team that includes Jacobs and Meerman. Jacobs, who joined Palisades Hudson in 2002, continued to serve as chief investment officer, overseeing more than $1.2 billion in client assets.

Citi Private Bank appointed Nicole Nunag as a managing director and team lead within its Metro, New York business. Nunag joined from JP Morgan Private Bank where she was managing director and senior banker. 

BNY Mellon Wealth Management appointed Stephanie Giroux as regional managing director and team leader for portfolio management in the firm’s White Plains, New York office. She joined from Wells Fargo Private Bank, where she spent five years as a senior investment strategist and regional investment manager. 

Bank of America Merrill Lynch’s global wealth and investment management arm made a number of top-level appointment moves. Keith Banks, president of US Trust – part of Bank of America Merrill Lynch - took on the additional responsibility to lead the newly created GWIM chief investment office and investment solutions group, continuing to report Terry Laughlin, who is vice chairman and head of GWIM. He worsk with Andy Sieg in his role as head of Merrill Lynch Wealth Management.

Keith Glenfield leads a newly created GWIM investment solutions group, comprised of the components of the former managed solutions group organization, together with the addition of the markets group, headed by Liam O’Neil, the alternative investments team, led by Nancy Fahmy and supporting functions.  Glenfield works with Chris Hyzy, GWIM chief investment officer and his team. and Glenfield and Hyzy reports to Banks. Lorna Sabbia, head of retirement and personal wealth solutions, reports to Terry Laughlin. Glenfield, O’Neil, Nancy Fahmy and Sabbia currently report to Andy Sieg, in his role as head of Global Wealth and Retirement Solutions.