The latest moves in wealth management across North America.

Round Table Wealth Management
New Jersey wealth manager Round Table Wealth Management has appointed Frederic Behrens as director and wealth advisor.

Previously, Behrens held a position as an international investment advisor at a boutique investment management firm focusing on financial planning for American expatriates. He has extensive experience working with clients located in the United Kingdom, Western Europe, and Asia.

Baird
Global wealth manager Baird has appointed Irv Mindes as managing director and Bill Fedor as senior vice president in Tucson, Arizona. 

They are joined by Marcie Shatz, branch administrative supervisor, and Christy Yetka, senior client specialist. Baird’s Tucson wealth management office is located at 3567 E. Sunrise Drive, Suite 143.

Mindes joins Baird with more than 35 years of industry experience. Mindes oversees $360 million in assets.

Fedor has nearly 25 years of industry experience. Fedor oversees $206 million in assets.

Stifel
Missouri-based Stifel Financial has appointed Jim Chahine as managing director at its broker-dealer subsidiary, Stifel, Nicolaus & Company in Ohio. 

Chahine will be based in Youngstown and will lead the firm’s expansion within the Ohio region.

He joins the firm from Credit Suisse Securities, where he was regional managing director for the state of Florida.  Prior to Credit Suisse, he spent 23 years at Merrill Lynch.

Mawer Investment Management
US–based Mawer Investment Management has appointed Craig Senyk as president effective January 1, 2019. 

He is replacing outgoing president Michael Mezei, who returning from the role on December 31, 2018. Mezei has held the position since joining the firm in 2008. 

Senyk and Mezei will work closely over the next year to ensure a smooth transition of the role. Mezei will continue to serve on the firm’s board of directors through 2019.     

Senyk has been with the firm for over 20 years. He is currently vice chairman of the bard, institutional portfolio manager, and co-manager of the Mawer Tax Effective Balanced Fund. 

Additionally, he is a member of the firm’s risk management committee and ownership oversight committee.