The latest senior wealth management sector moves in North America.

Fiduciary Trust International
Fiduciary Trust International, the wealth management subsidiary of Franklin Templeton, has appointed Gretchen Regan as a senior portfolio manager in its Radnor, Pennsylvania office.

Regan, a CFA charterholder, will report to Jeffrey Bagley, senior portfolio manager in Radnor. Her specializations include quantitative research, tax-aware investment strategies, asset allocation and multi-asset portfolio management for high net worth clients.

She is joining from Mill Creek Capital Advisors in Conshohocken, Pennsylvania, since acquired by Pathstone Family Office. As a director and wealth advisor there, she managed more than 30 clients with combined AuM of over $200 million.

Earlier, Regan was an investment advisor at Hotaling Investment Management, now part of Focus Financial, and a quantitative analyst at Chartwell Investment Partners. She spent 15 years at Delaware Investments, now owned by Nomura, latterly as a vice president and quantitative research analyst.

Regan is the third portfolio management hire for the Radnor office, which has served the greater Philadelphia region, since September 2025. Anthony Peros joined as a portfolio manager earlier this year, while Marc Balcer joined as a senior portfolio manager in September 2025.

Founded in 1931 and headquartered in New York, Fiduciary Trust had more than $117 billion in assets under management and administration as of September 30, 2026.

Allocate
Allocate, a private markets operating system for wealth advisory firms and fund managers, has appointed Naim Falandino as chief technology officer and Arnold Engel as chief financial officer and head of embedded financial products.

Falandino will lead Allocate’s 40-person engineering team, including the newly-formed data engineering team which is led by Andrew Rodman, a 10-year veteran of Clearwater Analytics who joined Allocate in June 2026. 

With more than 20 years’ experience spanning data science, machine learning, engineering, and product development, Falandino most recently served as head of product at Insurance Quantified following its acquisition of Groundspeed, where he was CTO, and previously held senior data science and engineering positions at Deepfield and Nokia.

LPL Financial
LPL Financial has announced that the financial professionals of FHT Advisors and Impel Wealth Management have joined its broker-dealer and RIA platforms. They have joined from Cetera. 

The Ohio-based practices, which will retain their separate business identities, reported serving about $1.15 billion in combined client assets. 

The practices are led by longtime colleagues Brian Toma, of FHT Advisors and Jesse Hurst, of Impel Wealth Management. Toma and Hurst have known and worked alongside one another for 25 years.

FHT Advisors serves a diverse client base across 32 states, including professionals, medical professionals, individuals and families in their 30s and 40s, clients approaching retirement and retirees.

Toma leads a team that includes financial advisors Sarah Stewart, Tom Drager, Tammy Hafner, Bruce Baker, Bear Rupert, Jonathan Goldston, Seann Schaller and financial consultant Stephen Ehrhardt. The advisors are supported operationally by Carmen Schultz, Teresa Nash, Michelle Arch, Amy Aufdenkampe, Sarah Connor, Joe Staff and Jacquelyn Schaible.

At Impel Wealth Management, Hurst works with financial advisors Nathan Ollish and Irene Zurowski. The team is supported operationally by Jared DeLiberato, Holley Painter, Sarah Montgomery, Nisse Ferguson and Rachel Van Domelen.