The latest moves, appointments and personnel changes in North American wealth management.

Bernstein
Bernstein Private Wealth Management, a unit of AllianceBernstein, has appointed Kim Mustin to an expanded national leadership role overseeing the firm’s business owner segment. Mustin will continue to oversee Bernstein’s 401(k) and cash balance offerings and serve as co-senior managing director of the New York Region, reporting to Rick Meyers, head of client service and advisory.

With more than 35 years of experience spanning financial services industry and civil service, Mustin joined Bernstein in 2017 to co-lead its New York City office. Prior to Bernstein, she served in roles at Wall Street firms after spending nearly a decade at the US Treasury Department.

Bernstein said that 75 per cent of its wealth advisors serve business owners. In the first quarter of 2026, Bernstein said it secured new business from this segment that already represents nearly one-third of the total for full-year 2025.

Beacon Trust 
New Jersey-based Provident Bank has added four senior figures to Beacon Trust, its full-service wealth management subsidiary. 

The new hires include three wealth management relationship managers.

Jason Apuzzio, who is joining as senior vice president, wealth management RM, was most recently a wealth advisor and SVP at Truist Wealth Management.

Samantha Booth is joining as assistant VP, wealth management RM. Previously, she served as AVP and portfolio manager at Orange Investment Advisors (formerly Hudson Valley Investment Advisors), where she managed relationships with high net worth individuals and families. Earlier in her career, she held investment management posts at Merrill Lynch Wealth Management. 

Marc Oceanak, who is joining as wealth management RM, most recently served as a financial advisor at Scafa Financial Services. Earlier in his career, he held advisory positions at Barnum Financial and Ameriprise Financial.

Beacon Trust also appointed Louis Russo as wealth management business development officer. Most recently, Russo served as SVP and wealth advisor at Truist Wealth.

Orchard 
Orchard Investment Partners, a Chicago-based firm that concentrates on private equity, has appointed Michael Farah as a co-founder and partner.

Farah, who previously worked as a partner at Linden, an investment firm, will work with Orchard co-founders Scott Pasquini and Mark Tresnowski.

With a private equity investing career lasting more than two decades, Farah has mainly concentrated on the healthcare sector; he began his career in the healthcare investment banking group at UBS. He holds an MBA from Harvard Business School and a BS in finance from Carnegie Mellon University.

Easterly Asset Management 
Easterly Asset Management, home to investment teams providing investors with a portfolio of solutions across alternatives, active equity, and active fixed income, has appointed Kevin Heckman as senior vice president of sales, Mid-Atlantic. 

In this role, Heckman will expand and deepen private wealth relationships across the Mid-Atlantic region and deliver Easterly’s mutual fund and private markets solutions to RIAs, financial advisors, family offices, and high net worth investors. He will report to Phil Juliano, Jr, head of sales at Easterly. 

Heckman was previously at Rockefeller Asset Management, where he served as a vice president leading external distribution and relationship management for institutional and wealth advisory clients, the firm said in a statement. Before that, he spent more than a decade in business development and relationship management roles at Glenmede Investment Management, following earlier experience as a securities lending analyst at JPMorgan Chase. â€śHis long-standing relationships in the Mid-Atlantic with wealth advisory clients will be instrumental in connecting more financial advisors and RIAs with our curated investment solutions,” Darrell Crate, founder and managing principal at Easterly Asset Management, said.

PGIM
PGIM, an asset manager with $1.5 trillion of AuM, has named Robert Sockin as its US economist, effective immediately. 

Sockin is joining a team led by PGIM vice chair and chief global economist Daleep Singh, who re-joined the firm in April 2025 from the White House, where he served as US Deputy National Security Advisor for international economics and Deputy Director of the National Economic Council. 

In his new role, Sockin will report to Singh and will be responsible for leading the formulation of the firm's views on the US economy, contributing to the internal investment process, engaging with clients and key stakeholders on timely macroeconomic developments, and serving as a thought leader for the firm.

Sockin previously served as senior global economist for Citigroup Research, a position he held for almost four years. Earlier in his career, Sockin worked at the Federal Reserve Board, where he performed policy work for FOMC meetings, reported on foreign economic activity and US external trade as well as conducting long-term economic research. He subsequently worked as a policy advisor at the US Treasury Department, followed by senior US economist roles at UBS and SPX Capital.