People Moves

Who's Moving Where In Wealth Management? - Capital Advisors, Wells Fargo

Editorial Staff September 12, 2017

Who's Moving Where In Wealth Management? - Capital Advisors, Wells Fargo

The latest moves in wealth management across North America.

Capital Advisors
Capital Advisors, a wealth management company, has appointed Adam Nickels to its team as junior portfolio analyst, the firm said in a statement. 

In his new role, Nickels will focus on case management consisting of monitoring and facilitating money flows and communications, as well as supporting senior staff through financial research and analysis. 

Nickels comes to Capital Advisors from JPMorgan Chase & Co., where he worked as a financial analyst in the firm’s asset management division. 

Wells Fargo
Financial services firm Wells Fargo has promoted investor relations (IR) manager John Campbell has been promoted to lead the IR group as director, effective September, 15, the firm said in a statement. 

Campbell will succeed Jim Rowe, who served in the IR departement for over a decade before being promoted in July to lead the company’s new stakeholder relations group.

The new IR director has been with Wells Fargo and its legacy banks for more than 20 years in a variety of roles and has served as a manager in the IR group for the last seven years. He will continue to be based in San Francisco and will report to Rowe.

Shenkman Capital Management
Shenkman Capital Management, an independent global leveraged-finance asset manager, has appointed Anne Brennan as senior vice president and head of client service, the firm said in a statement.

Brennan, who is a former partner at Goldman Sachs, will be responsible for running of the company's client service team.

She has 24 years of experience within the credit markets sector.  She joined Goldman Sachs in 1992.  During her time at the firm, she worked in capital markets, trading, sales, and research.  Specifically, she was head of the credit research team for seven years, and she ran both the investment grade and leveraged finance sales teams.

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