The latest moves in wealth management across North America.

Silver Management Group 
Silver Management Group, which supplies regulatory cost basis services and other technology solutions, has appointed Herb Green as principal consultant and senior advisor. 

Green will lead how the firm engages with clients over tax and withholding compliance and bring his background in brokerage operations and tax experience to the firm.

Previously, Green held a number of leadership roles for Pershing, part of BNY Mellon. Most recently, he was Pershing’s managing director of global tax management responsible for tax reporting, cost basis, and regulatory compliance.

RBC Wealth Management
RBC Wealth Management has hired Steven Altholtz as a senior vice president and financial advisor of RBC WM's Florham Park office, based in New Jersey, the firm said in a statement.

Altholtz joins RBC WM from Morgan Stanley with 31 years of industry experience.  He manages approximately $276 million in client assets.

BNY Mellon
BNY Mellon Wealth Management has appointed Carla L Furuno regional president in its Newport Beach office. The center serves individuals, families, advisors and institutions in Greater Orange County. Furuno joins the firm with more than 35 years’ experience in the financial services industry and reports to Shannon M Kennedy, president of US Markets, Southwest. She will run all portfolio management and new business development activities within Greater Orange County. Furuno holds Certified Investment Management Analyst and Certified Planning Wealth Advisor designations, as well as a certificate in Advanced Portfolio Management from the Investment Management Consultants Association. She earned a master of business administration from Pepperdine. 

The Cambridge Family Enterprise Group, the advisory, education, and research organization focused on family-owned firms, has appointed Marlon P Young as a senior advisor and associate partner. For the past 37 years, Young has held senior executive positions at both Citigroup and HSBC, culminating in overseeing a private banking operation.

Young earned his MBA from the Asian Institute of Management in the Philippines and his B S in education from the University of South Dakota. He is based in New York City. CFEG has offices in the US, Brazil, and China.

Mountain Commerce Bank
Mountain Commerce Bank has appointed Jerry Beal as vice president, relationship manager and private banker of its Johnson City, Tennessee office, local media reports have said.

Beal has around 30 years' experience within the financial services industry experience and held roles with several financial institutions in East Tennessee and North Carolina.

This publication has contacted the firm, and will update in due course.