People Moves
Summary Of Weekly Moves In North America Wealth Management - Feb 3 - Feb 9
Here is a weekly roundup of moves in North America wealth management.
Pinnacle Investments, a hybrid RIA, appointed Robert Beck as a financial advisor in Philadelphia, PA. Beck has over 25 years of industry experience (his former firm is unknown) and works with high net worth individuals and families, as well as corporate clients.
Stroock, the US law firm, added Kevin Matz to its New York-based personal client services group. Matz, who joined as a partner, previously managed his own practice for eight years and is joined in his move to Stroock by associate Kadeen Wong.
RBC Wealth Management welcomed financial advisors Steven Culbert and Mark Smith in Minneapolis, MN. Culbert and Smith both joined RBC from Merrill Lynch, and together brought $145 million in assets under administration. They have 13 and 11 years of industry experience, respectively, and were oined by Nathan Conery, an investment associate.
Miguel López de Silanes Gómez joined Family Office Exchange, the peer network for ultra-wealthy families, as market leader for Europe and Latin America. de Silanes Gómez, who is based in Madrid but spends half his time in Latin America, most recently served as family office director for a large European real estate family, focused on investments and family education. Before that, he worked at UBS Wealth Management in New York, Chile and other locations in Latin America. He began his career at Bain & Company as an associate consultant, based in London and Madrid.
A well-respected figure in the North American wealth management industry, C. Steven Crosby, who was a senior had been at PricewaterhouseCoopers in New York for more than 12 years, died, aged 65. Mr Crosby, of Westport, Conn, was prominent in PwC's thought leadership, such as the organization's private banking/wealth management survey, and was a regular commentator on broadcast and print media. He was also one of the principal authors of PwC thought leadership including the PwC Global Private Banking/Wealth Management Survey and Wealth Management Infrastructure Survey.
