The latest moves in North American wealth management.

JP Morgan Securities
JP Morgan Securities has appointed Jason Gordon and Thomas Scott Holstead to the firm’s operation in Houston, Family Wealth Report understands.

The duo were both previously part of a team at Merrill Lynch, where they were advisors that managed more than $2 billion in client assets.

They report to David Jernigan, regional director.

Trenam Law
Florida-based Trenam Law has a new shareholder at its private client services group in the person of Jennifer L Griffin.

Griffin’s practice primarily focuses on wealth planning and preservation for individuals and families through the creation of customized estate plans. Her areas of work include advise around administration of estates, trusts and  representation of fiduciaries.

She has a JD from Stetson University College of Law and a BS, with honors, from University of South Florida.  She is listed in Best Lawyers of America in Trusts and Estates.

NOYES
Chicago-based NOYES, a 110-year-old wealth management and investment banking firm, has appointed Timothy Hoffman to its wealth management division.

Hoffman joins the firm as a vice president after nearly two decades working as a wholesaler and financial advisor. 

He will be based in the firm’s Elgin, Illinois office and provide wealth management counsel to select, discerning clients in the region.

First Republic Bank
US private bank and wealth management firm First Republic Bank has appointed Matthew Babrick and James Wilcox to First Republic Investment Management as managing directors.

Babrick and Wilcox will work in First Republic’s office in Century City. Both will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, nonprofits and foundations.

Prior to First Republic, Babrick worked for Goldman Sachs for more than 10 years and was vice president in the investment management division. Before that, he worked for Merrill Lynch in the private banking and investment group division.

Wilcox has more than 18 years of experience in the wealth management industry. Wilcox was previously at Goldman Sachs for 18 years and was vice president in the investment management division.

Union Bank
San Francisco-based Union Bank has appointed Ann Ormond Hamilton as a managing director and fiduciary management executive, and Peter Bogardus as a vice president and private wealth advisor. ​Both new hires are based in San Francisco.

Hamilton reports to Kevin Rogers, a managing director who oversees all portfolio managers and trust officers at The Private Bank. In her new role, Hamilton is responsible for managing a team of specialists in trust and estate services, wealth planning, and risk management.

She joins Union Bank from Pioneer Wealth Partners, where she most recently served as a director of strategic alliances.

Bogardus reports to Lisa Roberts, managing director, and head of private wealth management for Northern California and the Pacific Northwest. Bogardus is responsible for providing high net-worth individuals, families, and non-profit organizations with tailored solutions that address their specific financial goals.  

He previously worked as a financial advisor at Wells Fargo and Morgan Stanley.

Stifel
Stifel, which purchased Barclays’ US private banking arm in 2015, has announced that financial advisors Tom Hankins and Jay Lauzon have joined its broker-dealer unit.