The latest moves in wealth management across North America.

JP Morgan Private Bank
JP Morgan Private Bank has appointed Emily Rodriguez as an investor on Andean, Caribbean and Central American clients, based in Miami, this publication understands. 

Rodriguez joins after over 11 years at Crédit Agricole in Miami, where she was most recently head of portfolio management for Indosuez.

Laird Norton Wealth Management
US-based Laird Norton Wealth Management has appointed Carla Wigen as managing director of fiduciary strategy.

She will be part of LNWM’s senior leadership team and report to Bob Moser, LNWM’s president and chief executive.

Wigen has nearly 20 years of experience in wealth management and private banking focused on trusts and estate planning. Wigen was regional manager of investment and fiduciary services at Wells Fargo Bank and the market leader for Bellevue and Alaska.

In her new role, Wigen will be responsible for developing strategies to expand LNWM’s fiduciary operations, including new client acquisition and retention, analyzing new market segments and opportunities. She will work closely with the firm’s leadership, including Jeanne Goussev, managing director of fiduciary services.

Evercore Wealth Management
Evercore Wealth Management has appointed Daniel Stolfa as a managing director and wealth and fiduciary advisor at the firm's office in Minneapolis. 

Stolfa will report to Martha Pomerantz, a partner at the firm and manager of the Minneapolis office.

Prior to joining Evercore, Stolfa worked as a wealth advisor to high net worth families at Stiles Financial Services and, earlier, as a wealth advisor at Stolfa Private Wealth Advisors.