Here is the latest collection of moves in the North America wealth management market.

Wilmington Trust

Wilmington Trust announced two senior appointments: It promoted Matthew Panarese to president of the Mid-Atlantic Region and elevated Sharon L Klein to president of the firm’s Tri-State Region, which includes Greater New York, Connecticut, Long Island, and Northern New Jersey markets.

Panarese oversees wealth management services including regional sales, fiduciary, and client management teams in Pennsylvania, Southern New Jersey, Delaware, Maryland, Virginia, and Washington, DC. Additionally, he has been appointed head of the firm’s Business Owners National Practice Group. Panarese joined Wilmington Trust in 2008.

Klein joined Wilmington Trust as managing director of Family Office Services and Wealth Strategies for the New York Metropolitan market in 2013. Klein has more than two decades of experience in the wealth management industry. Prior to joining Wilmington Trust, she was managing director and head of Wealth Advisory Services for Lazard Wealth Management. Before that, Klein headed the Estate Advisement department at Fiduciary Trust Company International. 

Russell Reynolds Associates

Russell Reynolds Associates, the global executive search and leadership advisory firm, has appointed Mary-Caroline Tillman as its co-leader of the financial services practice.

Based in New York, Tillman works with chairpersons, chief executive officers and senior leadership teams within the financial services industry. She has led CEO search and succession projects across different countries and regions - including Australia, Asia, Europe, the UK and the US. Tillman specializes in board and CEO succession, C-suite assessments, team buildouts and talent development.

Tillman previously led the global financial services and investment banking practices at a leading executive search firm. Earlier in her career, she spent 13 years at JP Morgan, where she was a MD and chief operating officer of the European investment banking division.

Envoy Group

Financial services firm Envoy Group has appointed Tony Tony as senior advisor to the company, the firm said in a statement. 

Tong has experience in international finance and venture development. He is co-founder and director of Pacific Financial Services, a risk management consultancy firm with offices in Hong Kong and Shenzhen, China.