The latest senior moves in the North American wealth management industry.

Baird
Baird, the US wealth and investment banking house, has appointed Margaret Wilkin (pictured) to its Roseville, CA., wealth management team as a director and financial Advisor. She is joined by client specialist Rebecca Talley. 

Wilkin joins from Wells Fargo, bringing more than 20 years of industry experience and approximately $190 million in assets under management. Wilkin graduated from California State University, Northridge with a bachelor’s degree in Speech Communications and an emphasis in Business Administration. She is currently a member of the Philanthropic Advisor’s Forum and a volunteer for The Sacramento Children’s Home. 

Baird’s Private Wealth Management business encompasses more than 1,300 financial advisors serving clients from over 160 locations in 33 states and has client assets of more than $239 billion.

JTC
JTC, the global provider of fund, corporate and private client services, has launched fiduciary services for the domestic market and hired two senior trust professionals based on the East coast. JTC has been cranking up its US operations in recent months. 

The firm has appointed Tim Carroll and Gregg Homan. Carroll is named head of trust and fiduciary – private client services (PCS), Americas. A US trust specialist with over 30 years’ experience in the sector, Carroll advises on advanced estate planning techniques to ultra-high net worth individuals. He was previously chief trust officer at UBS Trust Company based in Delaware and most recently president/CEO at New York Private Trust Company.

Homan has been made head of domestic business development – PCS, Americas. He has more than 20 years’ trust sector experience where his focus has been on strategy, complex trust structures, tax and estate planning. His previous experience included director of sales and business development at Royal Bank of Canada Trust Company (Delaware) Limited and most recently, head of sales at Arden Trust Company. 

JTC employs more than 1,200 staff worldwide and in the US has offices in Boston, Miami, New York, San Jose and South Dakota, part of a network of 26 offices around the world. 

In May, JTC appointed Marcel Imery as business development director for the US and wider Americas markets. The move came after the firm raised almost £66 million ($93.2 million) in new capital to fund acquisitions.