The latest wealth management moves in senior roles across North America.

LOHAS
LOHAS Advisors have appointed former Bain consultant Tami Kesselman – a prominent figure in impact investing – as a partner. 

Kesselman was described by the firm as a “creative and analytical family office strategy advisor”. She is also a regular speaker at impact investor conferences and an annual lecturer at Harvard. Kesselman has facilitated board-level strategy sessions for clients on six continents. She also chairs Opal’s Private Wealth Impact Investing Forum annually, among other events.

LOHAS Advisors is a professional services firm that provides social impact investment advisory services directly to family offices, high net worth individuals, corporations, foundations, and the wealth/asset managers which support these parties.