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

SVB Private Bank
Santa Clara-based SVB Private Bank has added two senior managing directors to its wealth management arm. Natalya Alexei and Vishal Wadhwa join a team of 12 advisors that also includes four advisors who moved from Northern Trust following SVB Financial Group’s purchase of Boston Private in July. Alexei and Wadhwa are expected to deepen expertise serving high and ultra-high net worth clients, notably in technology, life sciences, and venture and private equity.

Both formerly led the UHNW private banking business for Northern California and the Pacific Northwest for Wells Fargo Private Bank. Alexei also spent 11 years at Citi Private Bank. Wadhwa previously served in senior roles at Bank of America Private Bank and Citi Private Bank.

Thomas Abramo has also joined SVB Private Bank as a managing director. Abramo spent 10 years with Abbot Downing (now Wells Fargo Private Bank), most recently as senior vice president, managing multi-asset class portfolios for family office clients.

Ryan Fox, Brandon Frandsen, Flavia Trento and Winnie Yam joined the team from Northern Trust in September.

Argent
Argent Financial Group has appointed Kathleen Plate as vice president and audit manager in its San Antonio office. Plate will report to chief audit executive Kimberly Breithaupt and be responsible for implementation, monitoring and supervision of the fiduciary audit program for the trust companies under Argent Financial Group.

Before joining Argent, Plate was with Frost Bank for 25 years, serving most recently as vice president and fiduciary compliance specialist. Previous positions also included vice president of mineral asset management, vice president of trust tax and assistant vice president of internal audit. Plate belongs to the Fiduciary and Investment Risk Management Association (FIRMA) and is a FIRMA Second Line of Defense peer group member.