The latest moves in wealth management across North America.

Caldwell Trust Company
Caldwell Trust Company has promoted Kimberly Evener and Marci Sweat from trust associates to trust officers.

Evener began her financial career in 2001 in New Jersey while still in high school. She relocated to Florida in 2003 and joined Northern Trust Company in 2004, beginning as a senior teller and departing in 2016 as a trust associate. She joined Caldwell in 2016 and graduated in 2017 from the Florida Bankers Association's three-year program, Florida Trust & Wealth Management School, earning her FBA certification. She is currently working towards the American Bankers Association designation of Certified Trust and Financial Advisor (CTFA).

She is based in Caldwell’s Sarasota office, reporting to Jan Miller, executive vice president and trust officer.  

Sweat began her financial career in 2008 with Northern Trust Company in Sarasota, where she remained for over nine years, departing as officer and account manager on the wealth management advisory team. 

While with Northern she attended Northern Trust School as well as three years of the Florida Trust and Florida Graduate Trust and Wealth Management School, graduating in 2014. She joined Caldwell Trust Company in 2017 and is based in the Venice office.

BlueMountain Capital Management
BlueMountain Capital Management, an alternative asset management firm, has appointed Ameya Agge and Matt Jameson as senior investing professionals to source, evaluate, and execute healthcare-related private investments. 

Both are newly-created positions reporting to Jim Pieri, head of private healthcare.

Agge joins from Apax Partners, where he specialized in private healthcare investments in the US and Europe. Jameson joins from Highland Capital Management, where he was a managing director and co-head of private equity.

Regions Bank
US-based Regions Bank, which has a wealth management segment, has appointed Leroy Abrahams as head of community affairs and executive vice president.

Community affairs is a new department that brings together the Regions financial corporation foundation with the company’s community relations, community development, philanthropy, and corporate social responsibility areas to further strengthen the bank’s community support efforts. 

Abrahams will report to Keith Herron, head of corporate responsibility and community engagement.

Prior to this new role, Abrahams served as area president in North Central Alabama. He joined Regions in 2013 as head of strategic and corporate planning.

US Bank Wealth Management
US Bank Wealth Management has named John Zimmerman as president of Ascent Private Capital Management, the company’s family office advisory and wealth management business for ultra-high net worth clients.He replaces Michael Cole in the role.

Zimmerman has served as Ascent regional managing director for the Denver region since 2016. 

In his role as president of Ascent, Zimmerman will set the strategic direction and oversee all aspects of Wealth Management’s ultra-high net worth business. He will continue to reside in Denver and will manage teams based in key markets across the United States. 

He has more than 30 years of financial services. Prior to joining US Bank, he was president of Denver Investments; president of the Westcore Mutual Funds board of trustees; founder, partner and managing director at Northern Lights Capital Group; managing director and executive vice president at Janus Capital Group; and managing director at Banc of America Capital Management.