The latest senior moves, appointments and personnel changes in the North American wealth sector.

Fiduciary Trust International 
Fiduciary Trust International has appointed former Deutsche Bank figures Debjani Bagchi and Peter E McEvoy in its New York office as portfolio managers.

Bagchi brings nearly three decades of investment management experience to the team. She previously served for more than 10 years as managing director and senior portfolio manager at Deutsche Bank Private Wealth Management. There, she oversaw multi-asset portfolios exceeding $2 billion in assets under management and led the portfolio management team managing over $6 billion in assets under management. Prior to that, Bagchi was a portfolio manager at UBS Wealth Management in New York. She started her career as a senior associate for Asia at Women's World Banking, a global nonprofit based in New York.

Bagchi, who is a member of the CFA Institute and CFA Society New York, holds an MPA in economics and development with a Certificate in Demography from Princeton University. She earned her bachelor of arts (honors) in political science, economics, and history from the University of Calcutta. 

McEvoy, with nearly four decades of experience, also previously worked at Deutsche Bank International Private Bank, where he was a senior portfolio manager overseeing large complex family and institutional relationships on both an agency and fiduciary basis. Before that, he spent almost 20 years as a senior portfolio manager and northeast team leader at BlackRock Private Investors (formerly Merrill
Lynch Investment Managers, MLIM). He began his career in 1987 as a portfolio manager at Bankers Trust.

McEvoy holds a master of business administration (MBA) in finance from Fordham University and a bachelor of arts in economics from Rutgers University. He is an EFFAS Certified ESG Analyst (CESGA), a Certified Financial Planner™ (CFP®), and a member of the Financial Planning Association of Metro New York. 

Fiduciary Trust International has more than $102 billion in assets under management and administration as of March 31, 2024. It is headquartered in New York and has offices across the US.

Raymond James
Raymond James has welcomed financial advisor Stacy McVan to the firm's employee advisor channel in Dublin, Ohio.

McVan was previously at Edward Jones, where she managed over $100 million in client assets. Joined by client service associate Jada Rock, Stacy McVan Wealth Management of Raymond James serves business owners, families and individuals, pre-retirees and retirees as a part of RJA’s Dublin branch, led by branch manager Mike Teller.