People Moves
Who's Moving Where In Wealth Management? - Cresset, Vontobel
The latest senior moves in North American wealth management.
Cresset
Cresset
Diversified Real Estate has named Dominic DeRose as director
of investments. In his role, DeRose will focus on the firm’s vast
real estate portfolio with an emphasis on their qualified
opportunity zone efforts, as well as a series of smaller real
estate funds focused on various strategies, including industrial
development and distressed investments.
Prior to joining Cresset Diversified, DeRose was a senior associate in Colliers International’s industrial advisory group.
Together, Cresset Partners and Diversified Real Estate Capital manage the Cresset Diversified QOZ Funds, along with a variety of real estate and private equity strategies. Cresset oversees $10 billion in AuM, and Diversified Real Estate Capital manages $5 billion of real estate.
Vontobel
Vontobel
Asset Management has appointed Craig Lombardi as a
relationship manager in the US, joining the Swiss firm from
ICMA-RC, a $30 billion firm.
Prior to ICMA, he held senior posts in sales and relationship management for defined contribution, sub-advisory and insurance at Alliance Bernstein and Fidelity Investments.
Vontobel employs more than 440 professionals worldwide, including 180 investment specialists, and operates across 16 locations including Switzerland, Europe and the US.
