The latest roundup of moves and appointments in the North American wealth management sector.

Impax Asset Management, a specialist asset manager investing in the transition to a more sustainable economy, appointed Amber Fairbanks as portfolio manager. With 21 years’ experience, Fairbanks joined from Mirova, where she was co-manager of the Mirova International Sustainable Equity, US Sustainable Equity and Global Sustainable Equity funds. 

Rockefeller Global Family Office, part of Rockefeller Capital Management, added Marchetti Porter Wealth Partners of San Francisco, California, to its Pacific Northwest division. The group is led by managing directors and private advisors James B Marchetti and Caleb Porter. It includes senior vice president and private advisor James L Marchetti; client relationship directors Stacey Swain and Alicia Powell; and client associate Ellen Siebenlist. The team, formerly at First Republic Wealth Management, reports to Brian Riley, Pacific Northwest division director at RGFO.

Fiduciary Trust International appointed Leslie Gillin Bohner to the newly-created role of chief fiduciary officer. Based in the organization’s Radnor, Pennsylvania office, she continues to lead the firm’s Delaware business and reports to John Dowd, the firm’s CEO. Gillin Bohner joined Fiduciary Trust International in May 2020 following the company’s acquisition of The Pennsylvania Trust Company. 

The firm also appointed Allison Chance Carter and Timothy Barton as managing directors and senior trust officer/trust counsel and senior portfolio manager, respectively. They are based in Atlanta, Georgia. 

Carter was most recently a senior trust advisor and senior vice president at Northern Trust in Atlanta, where she served high net worth and ultra-high net worth families and individuals for the past 10 years. She was previously a senior trust advisor at Wells Fargo Private Bank. For the last 10 years, Barton served as a senior portfolio manager and senior vice president at Northern Trust in Atlanta where he developed investment strategies for families and individuals. Prior to Northern Trust, he was an investment strategist at Wells Fargo Private Bank.

Katten, the international law firm, appointed Parker F Taylor as a partner in the private wealth practice in New York. Parker advises high net worth clients on estate administration and income tax matters, including dealing with Internal Revenue Service examinations and appeals. His practice concentrates on multigenerational wealth transfer planning and business succession planning, as well as estate, trust and guardianship administration and controversies. He also focuses on prenuptial and postnuptial agreements, and estate, gift and generation-skipping tax controversies.

Prior to joining Katten, Parker served as head of the private client services group at Hughes Hubbard & Reed LLP, where he organized estate planning clinics at which attorneys provided pro bono legal services to Holocaust survivors.

UBS Asset Management appointed Shamaila Khan as head of fixed income for emerging markets and the Asia-Pacific region. Khan, who reports to Charlotte Baenninger, global head of fixed income, became a member of the Fixed Income Investment Forum. She is based in New York. Khan succeeded Hayden Briscoe, who took on the new role of APAC head of multi-asset portfolio management for investment solutions, adding to his role as head of Hong Kong AM.

With more than 23 years’ experience in emerging market sovereigns and corporates, hard and local currency, Khan was most recently head of emerging markets fixed income at AllianceBernstein.

California-based Franklin Templeton appointed James Andrus as vice president of sustainability global markets, a newly-created senior role within the firm’s global sustainability strategy team. Andrus joined Franklin Templeton from the California Public Employees’ Retirement System, where he served as the interim managing investment director for sustainable investing.

Investment firm, KKR, aka Kohlberg Kravis Roberts, appointed Paula Campbell Roberts as chief investment strategist for private wealth. The role is a newly created one. Campbell Roberts works with KKR’s global macro, balance sheet and risk team to deliver actionable investment insights for KKR’s private wealth partners, which include wirehouses, private banks, independent/regional broker-dealers, registered investment advisors (RIAs) and fintech platforms. Campbell Roberts was most recently managing director and global head of consumer and real estate macro and thematic investing. Prior to joining KKR in 2017, she was an executive director at Morgan Stanley, where she managed coverage of the US consumer sector.

Angeles Wealth Management appointed Edward Lowndes as chief operating officer and chief compliance officer. He works in Santa Monica. Prior to this, Lowndes was COO at First Foundation Advisors, the private wealth management affiliate of First Foundation Bank managing $5 billion in client assets.

Pitcairn, the US multi-family office, appointed Robert Mileff as managing director for its alternative investments space. Based in Washington, DC, he reports to chief investment officer, Nathan Sonnenberg.

Mileff has more than 20 years in financial services and brings significant experience in ultra-high net worth wealth management and investment technology. Before joining Pitcairn, Mileff served in alternative investment leadership roles at Fortigent, EnTrust Global, and Monroe Vos, and led consulting efforts for investment technology firms, including CENTRL, SS&C and Backstop Solutions.

Sanctuary Wealth, a platform for the next generation of elite advisors, appointed David Vaughan to join the firm's executive leadership team as chief financial officer. He reports to Adam Malamed, CEO of Sanctuary Wealth. With close to 30 years of experience across the independent wealth management industry, Vaughan has a track record of developing organic and M&A-based growth strategies, with an emphasis on strong bottom-line results that enable reinvestment in the business. He was most recently CFO at Axos Clearing, where he directed multiple teams serving broker-dealers and RIA firms.

Pritzker Private Capital, the US firm that operates in the “family direct investing” space, appointed Chris Brickman as operating partner. Brickman, who is former CEO and president of Sally Beauty Holdings, has a 30-year track record of leading consumer products businesses. He reports to David Gau, chief operating officer and head of operations at PPC. 

Integrated Financial Partners, the wealth management house, appointed John Piantedosi as chief operating officer. Piantedosi spent most of his career at Fidelity Investments in roles such as senior manager, client development for family offices, and director, product manager in its wealth advisor solutions arm. 

First Republic Bank appointed a six-person team, several of whom have previously worked at Morgan Stanley. The team, which has joined First Republic Investment Management, is led by Alexander Kadish, Nicholas Davey and J P Garofalo. 

Kadish and Davey were each named managing director and wealth manager. Garofalo was named vice president and wealth manager. Kadish has more than 20 years of wealth management experience. Prior to this move, Kadish was an MD and private wealth advisor at Morgan Stanley Private Wealth Management. Before that, he was an executive director at JP Morgan Securities. 

Davey has more than 15 years of wealth management experience providing customized solutions for individuals and families. He was a senior vice president and PWA at Morgan Stanley Private Wealth Management. Garofalo, who has 10 years of wealth management experience, had been a wealth advisor and alternative investments director at Morgan Stanley Private Wealth Management. Earlier in his career, he worked at Ares Management and was a consulting group associate at Morgan Stanley. 

Raymond James welcomed financial advisor Richard Weisberg to its independent advisor channel. Weisberg is based in Naples, Florida. Operating as Weisberg Wealth Management, Weisberg was joined by client service associates Nancy Comparetto and Cheryl Krebs. 

Raymond James welcomed financial advisor Steven M Rozencwaig to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in New York. He joined the firm’s Manhattan branch, headed by New York City complex manager Judson Potter. He previously managed more than $315 million in client assets at UBS Financial Services.