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

Fiduciary Trust International
Fiduciary Trust International has appointed James Corrigan Jr as a wealth director based in its Washington, DC office. 

He will report to David Edmiston, regional managing director for the Greater Atlanta and Washington, DC markets.

Corrigan previously worked at First National Bank of Pennsylvania, where he helped to lead the firm’s expansion into the Mid-Atlantic through its Bethesda, Maryland office and managed business development initiatives. Previously, he originated investment opportunities for family foundations at Rockefeller Capital Management and advised clients on complex planning strategies at Brown Advisory. Corrigan began his financial services career at Prudential Securities in Washington, DC.

Corrigan graduated from Denison University with a bachelor of arts degree in economics and a minor in history. He holds Series 7, 63, and 65 licenses.

Fiduciary Trust International opened an office in Atlanta, Georgia in 2022 to complement the teams in Washington, DC and Florida.

The firm, based in New York, had more than $112 billion in assets under management and administration as of September 30, 2025.

Vanguard
Vanguard has announced that Kathryn Condon will be joining Vanguard in January as global chief marketing officer, succeeding Vanguard veteran Colin Kelton who will retire in 2026 after 36 years with the firm in senior leadership roles including the last eight years as CMO. 

Condon, who has more than 25 years of industry experience, has deep expertise in brand strategy, digital marketing, customer experience, and modern marketing transformation. She most recently served as head of marketing for the Wealth and Brokerage division at Fidelity, leading several enterprise marketing functions, including enterprise branding.   

Matthews
Matthews, which concentrates on Asia and emerging markets, has appointed Tiffany Hsiao as portfolio manager of the following funds: Matthews China Small Companies Fund; Matthews China Discovery Active ETF; Matthews Asia Innovators Fund; and the Matthews Asia Innovators Active ETF.

Hsiao is based in the firm’s HQ in San Francisco.

(The firm, which was formerly known as Matthews Asia, dropped the “Asia” handle to reflect a wider focus in 2023.)

The appointment is a return to the firm for Hsiao, who originally joined Matthews in 2014. Prior to rejoining the business, she launched and managed a China-focused private fund at Artisan Partners. During her earlier tenure at Matthews, she managed China Small Companies, former Asia Small Companies (now Emerging Markets Small Companies), and Asia Innovators strategies.

“We are thrilled to welcome Tiffany back to Matthews and to have her step into investment leadership roles within our mutual fund and active ETF lineups,” Mark Headley, executive chairman at Matthews, said. “She is one of the most talented investors in our industry, with a distinctive research perspective and a strong track record identifying the next generation of innovation enablers and adopters across Asia.”

Matthews manages assets on behalf of institutions, advisors and individual investors globally through vehicles including mutual funds, active exchange-traded funds and separately managed account.

Cetera
Cetera has welcomed Guided Financial Strategies, led by advisors Rick Dickinson and firm founder Alan Hughes who oversee about $250 million in assets under administration. 

The firm is joining Cetera's Summit Financial Networks community to accelerate growth through organic and inorganic strategies.

Guided Financial Strategies was affiliated with LPL for more than 20 years. Hughes launched and built the practice on his strong belief in fiduciary principles.

Dickinson returned to the firm in 2017 after six years in corporate business development and recruiting roles with LPL.

Osaic
Osaic has appointed Shannon Reid as president and head of advisor growth and engagement. Reid will fully assume the role on January 12, 2026, reporting to CEO Jamie Price, who previously held the position in tandem with his chief executive responsibilities. 

Before this, Reid worked for almost two decades at Raymond James, where she most recently served as president of the firm’s independent contractor division. Prior to Raymond James, Reid spent six years as a vice president at Goldman Sachs.

Separately, Osaic said Veater Financial Group, led by president and financial professional George Veater, has joined Osaic’s empowered independence (W-2) channel. 

VFG oversees about $1.1 billion in assets under advisement, with offices in Fresno and Brea, California.

Schwab Advisor Services
Schwab Advisor Services has named Julian Lopez to the expanded role of enterprise solutions leader, effective January 1, 2026. Lopez brings more than 23 years’ Schwab experience spanning relationship management and business development to the role. 

This follows Brad Losson's move to lead Schwab's sales and relationship management organization, the business said in a statement today. 

Enterprise Solutions focuses on Schwab's largest, most complex clients and advisors exploring independence..