Here is a summary of all the people moves covered by Family Wealth Report last week.

Morgan Stanley made two senior promotions: global head of equities Ted Pick became global head of sales and trading, while co-head of global capital markets Dan Simkowitz now oversees investment management.

Pick joined Morgan Stanley in 1990 and held senior posts within global capital markets before starting to run global equities - which he has done for the past six years.

Mike Heaney and Rob Rooney have started an “important turnaround” of Morgan Stanley's fixed income business, the firm said, and will report to Pick going forward.

Meanwhile, Simkowitz will be responsible for traditional asset management, alternative investments and merchant banking. He also joined Morgan Stanley in 1990 and has spent his time in capital markets and M&A.

Simkowitz will report to chairman and chief executive James Gorman, and Pick will report to Colm Kelleher, president of investment banking and trading.

In a separate but related memo, Morgan Stanley said Mo Assomull has become the firm’s sole head of global capital markets.

Lee Miller was promoted to regional director of Glenmede's New York office. Miller joined Glenmede in 2009 as a senior relationship manager and founding member of the New York branch.

She is now responsible for managing the growth and day-to-day operations of the office, and for the ongoing development of the investment management and wealth advisory professionals serving the greater metropolitan area. She reports to Howard Wilson, Glenmede’s executive director of relationship management.

Meanwhile, Glenmede also hired Lea Emery as a business development director in New York, reporting to Miller.

Emery has a strong background in fine art and family office-related concerns, and was most recently a senior vice president and deputy international commercial director at Christie’s, the global auction house. Before that, she was managing director of the charitable services group within US Bank’s private client group.

Andersen Tax made a raft of promotions, two of which were within its private client services department.

Private client experts Kellie Neuhaus and Tim Wylie joined a team of nine Boston, MA-based managing directors, and 17 South California-based managing directors, respectively.

Wylie has over 15 years of experience advising high net worth individuals and their related businesses, trusts, foundations and other entities. He provides global income, estate and gift tax planning and compliance, and advice on charitable giving strategies.

Neuhaus has nearly 16 years of experience in the industry delivering tax and financial advisory services to high net worth individuals, their families and related entities. She focuses on income tax compliance and consulting for individuals, fiduciaries, partnerships and private foundations, as well as providing multi-generational wealth transfer planning services.

Other promotions to managing director at the firm were made in Houston, TX, San Francisco, CA, and Chicago, IL.

Financial Gravity Holdings named Kevin Schillo as its new director of wealth management – a role in which he will also oversee regulatory and statutory compliance matters.

Schillo began his career in the financial industry in 2004 as a broker at UBS. In 2007, he joined Rogers Capital Management in Fort Worth, TX, as a registered investment advisor representative, specializing in qualified retirement plan design, personal wealth management advice and financial planning. Then in 2012, he became director of operations and chief compliance officer at Whitley Penn Financial.

Tim Hodge, former managing director and head of global private wealth management at Goldman Sachs, joined LPL Financial as executive vice president of service.

Based in San Diego, CA, Hodge will oversee LPL's service organization and help support independent financial advisors, banks, credit unions, RIA firms and clearing clients. He will report to Tom Gooley, managing director of service, trading and operations.

Hodge held a range of brokerage operation and platform management leadership roles during his 20-year tenure at Goldman’s. In his most recent role overseeing global private wealth management, he led teams that support private wealth advisors and clients. Before that, he was vice president for global futures operations, having previously overseen various operations divisions. Earlier still, he spent several years at Bank of America.

Seven former Merrill Lynch private banking advisors joined forces to launch an independent wealth management firm called Corient Capital Partners.

Chris Copps, Gordon Hassenplug, Darren Henderson, Michael Phelps, Alex Stimpson, Jon Tenney and Greg Walters are all based in Newport Beach, CA.

Corient advises ultra high net worth individuals and families, non-profit organizations and corporations across the US.

Corient will use Dynasty's integrated wealth management services and technology, and has chosen Fidelity Investments and Addepar for custody and reporting, data aggregation, portfolio analytics and client web communications, respectively.

Joining the seven founding partners were Heather Hargrove, Tami Hay, Nicole McMann, Cole Turner and Austin Allen – all from Merrill Lynch.

InvestCloud hired John Stuart as chief marketing officer and executive vice president of hybrid solutions.

Stuart was previously director of operations at City National Rochdale, the investment management division of City National Bank, where he oversaw the firm's West Coast footprint and technology initiatives. Before that, he was CIO at Beverly Hills Wealth Management.

Perspecta Trust hired Stephen Tall as chief operating officer – a new role at the firm.

Tall will oversee all operational aspects of the firm, focusing on client support, technology, administration and operational efficiency.

He joined from Acadia Trust, where he was president and chief executive, and before worked at Fiduciary Trust Company International as chief administrative officer, chief technology officer and chief compliance officer.

Earlier still, he was an associate partner at Accenture, where he led international financial services client engagements in technology and operations consulting and outsourcing.

Fiduciary Trust Company of New England, a wealth advisor and investment management firm for high net worth families and charitable organizations, recruited Walter Abbott as vice president.

Abbott joined the firm's Manchester, NH, office and will report to Michael Costa, chief executive.

He previously worked at a Boston-based boutique investment advisor where he was a senior director and oversaw asset allocation strategies for ultra high net worth clients and their families. Before that, he spent 14 years at Fidelity Investments where he helped lead one of the top teams within the private client group, and worked with high net worth individuals and families on asset allocation, wealth management and estate planning.

SimCorp, the global provider of investment management software and services, hired Robert Overlock to head up its North American ASP [application service provider] operations.

Overlock spent the last 13 years working at Misys Banking Systems where he led the go-to-market process for managed hosting and ASP, from inception through to product launch. He has over 20 years' experience in the technology industry, with expertise in delivering software and services to the financial services industry.

As senior manager of North American ASP operations, Overlock will be based in New York.

Tom Leslie joined WealthVest as regional director in the eastern Ohio, western Pennsylvania and west Virginia territories.

Leslie began his career at Prudential Securities in 1992 and then became a personal investment consultant at Mellon InvestNet, a broker subsidiary of Mellon Bank. He continued working with Mellon Bank in its subsidiary of Dreyfus Investment Services as a financial advisor. In that role, he coached financial relationship managers and fixed annuity specialists.

Most notably, Leslie worked at Citizens Investment Services as senior regional sales manager and vice president, working extensively with the firm's wealth management broker-dealer, “premier” banking and private bank and trust divisions.