The latest moves in North America's wealth management sector.

Fiduciary Trust 
Fiduciary Trust Company International has appointed Freda Lam Zietlow to join its business in Northern California as senior portfolio manager and managing director.

Zietlow will work from Fiduciary Trust’s San Mateo office as well as its new location in San Francisco. She brings more than 20 years of experience in private wealth and institutional investment management to her new role at Fiduciary Trust.

Prior to joining Fiduciary Trust, Zietlow founded and was managing principal of Peridot Capital Partners, an independent registered investment advisor serving ultra-high net worth and HNW clients. She previously served as portfolio and wealth management director at Bingham Osborn & Scarborough. 

Earlier in her career from 2003 to 2009, Zietlow was vice president of Fremont Realty Capital, which is part of the Bechtel family office. Zietlow serves as chair of Bank of the Orient’s asset and liability committee, and is a member of the bank’s loan committee. She is also chair of the Give2Asia non-profit organization’s investment committee.

EisnerAmper
Eisner Amper, the US-based professional services firm operating in fields including wealth management has appointed Brent Lipschultz as a partner in its personal wealth advisors group. Lipschultz is re-joining the firm.

In total, Lipschultz has more than 25 years of experience serving high net worth executives, family offices, board members of Fortune 100 companies, global investors, privately held business owners, celebrities and professional athletes. He specializes in domestic and international income tax planning, executive compensation, estate and gift tax planning, charitable planning and wealth preservation strategies. 

Additionally, Lipschultz advises companies with expatriate tax and payroll matters; he also represents clients before the IRS (including offshore voluntary compliance cases) and state taxing authorities on complex tax matters.

Based in the firm’s New York office, Lipschultz has a BS in business from Indiana University, a JD from Chicago Kent College, an LLM from New York University and has participated in Northwestern University’s Family Enterprise Program. He is a member of the American Bar Association, the American Institute of CPAs, the Society of Trust & Estate Practitioners and holds the Personal Financial Specialist designation.

GCW
GCW Global Customized Wealth, the international firm with offices in the US and other locations, has appointed Ramy Goldstein as senior advisor. He is based in London. GCW, which has personnel in London, California and New York, works with international clients and invests globally.

Goldstein is a pioneer of data-driven businesses in finance. In 2003 he co-founded IVC, an early example of a European high-frequency trading business, and ran it for a decade. Previously, Goldstein was vice chairman at UBS in London where he founded UBS' global equity derivatives division. He has held various senior positions at UBS and at CSFB in New York, Tokyo and London. 

He received his PhD, M Phil and MA degrees in economics from Yale University, and his BA in economics from Cambridge University. He is a founding member of the Foundation of the Advancement of Research in Financial Economics and an inaugural member of the Yale Development Council.