The latest senior moves in asset and wealth management from across North America.

Ballentine
Ballentine Partners, a wealth management firm based in Waltham, Massachusetts, has appointed Elliot Rotstein as senior client advisor. 

Rotstein, who was most recently a partner at MPI, focused on business valuation and advisory. He started his career at Fidelity Investments and served as its director of charitable planning. He is a graduate of Ithaca College and a Chartered Advisor in Philanthropy.

Rotstein is active in numerous community and industry organizations. He co-chaired the Boston Foundation's Professional Advisors Network and currently serves on the Professional Advisors Committee. He also sits on the board of directors of the Boston Estate Planning Council.

Ballentine Partners manages more than $7.5 billion of assets, as of end-June this year. It serves  clients ranging from entrepreneurs with $3.5 million of liquid assets to multi-generational families with over $1 billion. 

Argent Trust Company
Argent Trust Company has named Jeff Bradley as senior vice president of institutional services. Based in the Birmingham, Alabama office, he will report to Mark Milton, director of institutional services at Argent Trust.

Bradley will assist in expanding Argent’s institutional trust platform of services working specifically with corporate, government and non-profit clients. He will also work with Argent Retirement Plan Advisors, a registered investment advisory subsidiary, consulting with all types of employer-sponsored retirement plans.

Prior to this role, Bradley worked for Regions Financial Corporation for 17 years. He started in Mobile as vice president of institutional services. In 2010, he moved to the Birmingham office and was promoted to senior vice president of institutional services. Prior to Regions, Bradley was vice president of trust at First-Citizens Bank and Trust in Raleigh, North Carolina.