People Moves

Who's Moving Where In Wealth Management? - Kestra PWS, Lazard

Editorial Staff February 23, 2018

Who's Moving Where In Wealth Management? - Kestra PWS, Lazard

The latest moves in wealth management across North America.

Kestra PWS
Kestra Private Wealth Services (Kestra PWS), a registered investment advisor subsidiary of Kestra Financial, has appointed financial advisors Ed Klein and Graham Pearce to its advisory platform. 

Together, the two advisors manage more than $215 million in assets.

Klein recently opened his new independent practice, Harbor Investment Advisors, in Aberdeen, Washington. He has over 35 years’ experience in the sector.

Pearce joins Kestra PWS affiliate firm Stone Beacon Capital, where he will serve as the firm’s chief investment officer. Pearce was most recently with Raymond James.

Lazard
Global financial advisor and asset manager Lazard has elected Iris Knobloch to the firm's board of directors, effective April 1. 

Knobloch has served as president of Warner Bros Entertainment in France since 2006, where she oversees all of its French businesses. Previously, she was in charge of Time Warner's international relations and strategic policy for Europe, and also worked in Los Angeles and London. Prior to Warner Bros, she was an attorney with Norr, Stiefenhofer & Lutz and with O'Melveny & Myers in Munich, New York and Los Angeles.

In addition, the firm has named current independent director Richard Parsons as lead director of Lazard's board, as part of its refreshment process. 

Steven Heyer, who has served as lead director since November 2009, will continue in his current roles as chairman of the board's nominating and governance committee, and as a member of the audit committee and the compensation committee.

 

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