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

Sagient
Sagient, a wealth manager based in El Segundo, California, has appointed Pete Alliegro, as chief investment officer – a newly-created role.

As CIO, Alliegro will report to Paul Karlitz, chief executive.           

Alliegro has more than 25 years of wealth management experience. Most recently, he was director of business development at SteelPeak Wealth, and before that he was senior vice president for West Coast RIAs and family offices at Crew Enterprises. Alliegro has served in senior portfolio management and business development roles at Morgan Stanley, US Trust, Research Affiliates, Nuveen Asset Management and Wilshire Associates.

Sagient, which has more than 100 years of history, was rebranded in October 2023 when Paul Karlitz became CEO. The firm has 85 financial advisors who manage about $2 billion in client assets. 

Broadridge
Broadridge Financial Solutions has appointed Frank Troise as president for global capital markets; he will report to Tom Carey, president, global technology and operations at Broadridge.

Troise joined the firm in 2024 as head of trading and connectivity solutions. Before this, he was CEO and board member of Pico Quantitative Trading and previously served as CEO, president, and board member of Investment Technology Group (ITG). Earlier, he led JP Morgan’s global Execution Services business, overseeing a cross-asset trading organization spanning global markets.

This news service has interviewed Broadridge about its take on issues such as AI use cases in wealth management and finance.

Broadridge connects more than 2,200 buy- and sell-side firms and 200+ trading venues globally.