The latest senior moves, appointments and adjustments in wealth management roles across North America.

Fiduciary Trust International
Fiduciary Trust International, a wholly-owned subsidiary of Franklin Templeton, has appointed Kevin F Flood as a senior relationship manager in its New York office, with immediate effect.

Flood has more than three decades of private wealth management expertise, with reputation for driving revenue growth, managing complex multi-generational relationships, and upholding high service standards, the firm said in a statement. He spent more than a decade as senior vice president and senior wealth advisor at Wilmington Trust, and held vice president positions at US Trust/Bank of America and at Mutual of America Life Insurance Company.

“Kevin’s track record in private wealth management, tax and estate planning, and his proven ability to manage multi-generational relationships make him an ideal fit for catering to the needs of our firm’s most sophisticated and complex portfolios. His client-focused approach, exceptional leadership, and commitment to fiduciary excellence will enhance our offerings and drive growth,” Anne Fitzpatrick Donahue, regional managing director for the New York office, said.

Flood’s appointment follows shortly after two new portfolio managers – Debjani Bagchi, CFA, and Peter E McEvoy, CFP® – joined the firm’s New York office last month as part of the firm’s continuing expansion of its New York presence.

Flood earned his bachelor of science in finance from St Thomas Aquinas College and holds the Certified Financial Planner™ (CFP®) and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designations. He also holds licenses in life and health Insurance for New York, New Jersey, and Delaware, as well as for real estate in New Jersey.

CV Advisors
Florida-based CV Advisors has appointed former family office advisor Ari Hadida as a portfolio advisor. Previously, Hadida had worked at a family office organization in Miami, Valor Advisors.  

At Valor, Hadida was a portfolio manager and member of its investment committee. Before that, he was global investment specialist at JP Morgan Private Bank; he also worked at UBS Wealth Management, advising HNW clients.

Earlier this year, Constellation Wealth Capital took a minority stake in CV Advisors, positioning as a strategic advisor. CV Advisors has more than $11 billion in AuM.