People Moves

Who's Moving Where In Wealth Management? – Miracle Mile Advisors, Fiduciary Trust International

Editorial Staff July 21, 2023

Who's Moving Where In Wealth Management? – Miracle Mile Advisors, Fiduciary Trust International

The latest moves and appointments in wealth management in North America.

Miracle Mile Advisors
Miracle Mile Advisors, a registered investment advisor, has appointed Nate Angelo as the firm's head of wealth management. The role is newly created.

Angelo's appointment follows the hire of Bruce Milam as Miracle Mile's CEO. Both additions coincide with the firm embarking on its new phase of growth and come after last year's merger with Karp Capital Management and growth investment from private equity firm Corsair Capital. Miracle Mile has over $4.7 billion in client assets.

Prior to this role, Angelo served in senior leadership roles at RBC Wealth Management. Most recently, he was the Pacific Northwest complex director, where he was a senior managing director. Before that, he oversaw the growth of RBC's US wealth management business across its advisory, wealth planning, liquidity, and recruiting platforms.

Fiduciary Trust International
Fiduciary Trust International, a subsidiary of Franklin Templeton, has appointed Scott Small as a trust counsel based in its Radnor office.

Small will work with clients reviewing estate and wealth transfer plans, in collaboration with relationship teams and clients’ external professional advisors. He will also work with other Fiduciary Trust International teams across the US.

Most recently, Small was a senior vice president of estate services, and senior regional fiduciary manager for the US East and North areas, at Wells Fargo Wealth and Investment Management. He also served as senior vice president of trust services at Wells Fargo Private Bank in Radnor, where he led a team of more than 30 trust and fiduciary professionals in the Northeast.

Earlier in his career, Small was first vice president, and senior national and managing director of specialized fiduciary services, at BNY Mellon Wealth Management in Philadelphia.

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