People Moves

Who's Going Where In Wealth Management? TIGER 21, Bernstein Private Wealth Management

Editorial Staff August 23, 2017

Who's Going Where In Wealth Management? TIGER 21, Bernstein Private Wealth Management

Here are latest reports of moves and appointments in North America wealth management.

TIGER 21
TIGER 21, the peer-to-peer learning network for high-net-worth wealth creators, has made yet another senior appointment, bringing in Erica H Ross as senior vice president of content, and is based in New York City.

Ross will work alongside Abby George, TIGER 21’s current SVP of programming, to build and enhance TIGER 21’s content offerings for its members. She will also select speakers for the organization's monthly meetings. She previously worked at JP Morgan, where she was global head of events for the private banking side of that firm, and worked at JP Morgan for 10 years. Ross was responsible for the private bank’s annual Alternative Investments Summit. Previous employers included Deutsche Bank, UBS and Royal Bank of Scotland.

Bernstein Private Wealth Management
US-headquartered Bernstein Private Wealth Management, an investment advisor, appointed Joshua B Rosenberg as a director and financial advisor at the firm’s Atlanta office. In this new role he will be tailoring wealth planning services to meet the needs of clients.

Prior to his arrival at Bernstein, Rosenburg was a financial advisor at Atlanta-based family office Bessemer Trust, looking after client development in the southeast region. He also served as a wealth strategist at GenSpring Family offices.

Rosenburg holds a BA in political science from Emory University.

Taaffeite Capital Management
US-based Taaffeite Capital Management, a quantitative asset management firm, has appointed Ronald Raymond as chief operating officer.

Raymond is a 21-year veteran in the asset management industry with extensive experience in hedge fund operations and compliance. He will oversee Taaffeite’s operating units and capital markets execution.

Raymond previously served as COO and chief compliance officer of Blueshift Capital, a commodity based long/short fund. Previously, he was director of Operations at Vermillion Asset Management (acquired by The Carlyle Group), and vice president of operations at Dreman Value Management. Raymond holds a B.S. in Finance from Rutgers University.

Andersen Global
Tax and legal professional services firm Andersen Global has appointed Dan DePaoli as the regional managing partner for the US, Canada and Israel. He serves on the board of directors in the US and has been the US country managing director of Andersen Tax LLC for nearly two years.

Along with two other regional leaders, DePaoli will focus on specific regional strategies and is part of the larger structure that will support the growth of Andersen Global and its member and collaborating firms. The regional leaders for Latin America and Europe will be announced in the coming weeks, it said in a statement yesterday. DePaoli’s background includes providing tax consulting and compliance services to high net worth individuals and families, while also providing tax and financial services to family offices. He began his career at Arthur Andersen over 25 years ago.

 

 

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