The latest moves and appointments in the North American wealth management sector.

Argent Financial Group
Argent Financial Group has promoted Jill Knight Nalty (pictured) to New Orleans market president of its flagship subsidiary, Argent Trust Company. 

Nalty will be responsible for directing and managing the New Orleans team and will continue to report to senior vice president and institutional services manager Mark Milton.

Since 2019, Nalty has served as business development officer at Argent. Prior to joining Argent, she had more than 13 years’ experience of banking experience in New Orleans with Hibernia National Bank and First Commerce Corporation. Nalty earned her bachelor’s degree in business administration from Louisiana State University and an MBA in business administration from the University of New Orleans. Over the past 20 years, she has also been active in the non-profit sector in the New Orleans community.

Argent oversees more than $35 billion in client assets and is based in Ruston, Louisiana.

Carillon Tower Advisers
Carillon Tower Advisers, the asset management house, has promoted Joy Facos to head of sustainable investing and corporate responsibility. Facos will be responsible for overseeing the firm's efforts to integrate ESG principles and corporate engagement to meet the needs of clients.

In her expanded leadership position, Facos will continue building ESG, proxy voting, and corporate engagement best practices across Carillon’s equity and fixed income investment strategies. Additionally, she will co-lead Carillon’s newly-created diversity and inclusion committee with Helaine Huntley, head of marketing services.

Facos first joined Carillon in August 2020 as head of responsible investing after a decade of experience advising asset managers on how to incorporate ESG considerations into their investment processes. Most recently, she was a principal at ESG Research Associates, and before that, she was a sustainable investing research analyst at Sentinel Investments.

Carillon and its investment affiliates had $75.5 billion in assets under management and advisement as of September 30, 2021.

Pritzker
Pritzker Private Capital, which focuses on family direct investing, has promoted Chris Brannan to the post of ESG officer and Mike Manno has joined as vice president.

Based in Chicago, Brannan joined PPC in 2017 and is continuing his position as the firm’s assistant general counsel. In this expanded role, Brannan will manage PPC’s environmental, social and governance program, including efforts to support diversity, equity and inclusion, sustainability and responsible investment principles across the firm and its family of companies.

Manno, who joined PPC in November 2021 as VP, is also based in Chicago. He helps execute PPC’s investments in the manufactured products and services sectors, with an emphasis on family-run and founder-led businesses in the packaging, food service, industrial and commercial services industries. Prior to joining PPC, he worked as an investment professional at Flexpoint Ford in Chicago and Genstar Capital in San Francisco. 

Rothschild & Co
Rothschild & Co, the French wealth and investment bank, has named education figure Jennifer Moses as a member of its supervisory board.

Moses is succeeding Luisa Todini who has resigned from the board.

Moses co-founded and is chairwoman of the board of Caliber Schools, a public, non-profit charter school organization with 1,700 students in California. Previously Moses had a 20-year career in banking and later as an independent advisor for a broad range of Fortune 500 and FTSE 100 companies across a range of sectors. She was a managing director in M&A at Goldman Sachs, where much of her career was in London, with time spent in Tokyo, Hong Kong and New York, covering different sectors.

Moses subsequently served as the Special Policy Advisor for Financial Markets to UK Prime Minister Gordon Brown. She obtained an MBA from Harvard University in 1989 and a BA in history of science from Brown University in 1983.