The latest industry moves in wealth management and related sectors across North America.

Key Private Bank
Key Private Bank has appointed Brian Pietrangelo as managing director of investment strategy. In this newly-created role, he will work on developing communication and collaboration of the bank’s Investment Center and all client-facing segments in its wealth management business. He will be based in Cleveland – at the bank's headquarters – and report to George Mateyo, chief investment officer at Key Private Bank.

Pietrangelo has more than 25 years of experience in leadership, investment strategy and consulting, client relationship management and product development. He is joining from Charles Schwab Retirement Plan Services where he was a member of its extended leadership team. Prior to that, he has had consulting roles with Merrill Lynch and Willis Towers Watson. Pietrangelo received his bachelor’s degree in finance from Miami University (Ohio) and a master’s degree in business from the University of Dayton. He also attended the University of Chicago Booth School of Business Executive Education program. Pietrangelo also holds Accredited Investment Fiduciary (AIF®) and Certified Investment Management Analyst (CIMA®) designations.

CIBC
CIBC has announced three leadership appointments of the following CIBC Private Wealth, US professionals:

William Norris, team executive of the firm’s Boston office; J Kent Nossaman, Jr, team executive in Denver, and Bas Solleveld, team executive in Houston.

Norris, who has over 35 years of experience in the sector, continues to serve clients as a senior relationship manager, in addition to his new role. He also serves as a member of CIBC Private Wealth’s US Operating Committee, and on its asset allocation and investment policy committees. 

Nossaman also continues to serve clients as an RM and he has more than 30 years of industry experience. He also serves on the firm’s family office steering committee.

Solleveld, who has 16 years of industry experience, also remains as an RM and serves on the multi-manager investment committee.

CIBC Bank USA provides commercial banking, private and personal banking and small business banking solutions and CIBC Private Wealth offers investment management, wealth strategies and legacy planning.