The latest moves in wealth management across North America.

​Monticello Asset Management
Monticello Asset Management, has appointed Steven Caligor as senior managing director, the firm said in a statement.

Caligor will be responsible for product development, expanding banking relationships, and assisting with credit and risk management.

He joins Monticello with 30 years of commercial finance experience. Caligor's most recent position was division executive at Bank Hapoalim where he managed the commercial real estate, food and commodities, and corporate finance loan portfolio teams. 

Steel Peak Wealth Management
Steel Peak Wealth Management has hired wealth advisor Andrew Jacobson, the firm said in a statement.

He joins the firm from Wells Fargo, where he was senior vice president and senior portfolio manager. Jacobson has served as an advisor for nearly 20 years.

A former entertainment industry executive with experience in both the representation and production side of the business, Jacobson also works with clients in the entertainment and sports industries, based in Los Angeles, to help them with their specific risk management and investment planning needs. 

Steel Peak is an independent financial planning and investment advisory firm headquartered in Los Angeles, California.

Katten Muchin Rosenman LLP.
Kathryn von Matthiessen has been appointed as a partner at Katten Muchin Rosenman LLP, based in New York City. Von Matthiessen mainly focuses on sophisticated personal and estate planning for high-net-worth individuals and the administration of complex estates and trusts, including the representation of trust companies on fiduciary matters.

She was formerly with the Cantor Group in Miami, working there for more than four years.