People Moves
Who’s Moving Where In Wealth Management? – Nordwand Capital
The latest moves, appointments and personnel changes in the North American wealth management sector.
Nordwand Capital
US-based Nordwand Capital, a
$4 billion multi-family office and registered investment advisor
(RIA), has just appointed Patrick J McGinnis Jr as a
managing director and financial advisor. McGinnis is
joining Nordwand to bolster the firm’s investment and
estate planning capabilities, and support its growth into
new client markets.
McGinnis brings more than two decades of experience managing equity portfolios and advising high net worth families on complex wealth strategies. Prior to joining Nordwand, he served as a senior portfolio manager at Fiduciary Trust managing $300 million in assets, specializing in customized investment management and estate planning solutions for wealthy individuals and families, the firm said in a statement.
"Pat’s experience in equity investing and multigenerational planning aligns perfectly with Nordwand’s client-first mission," said Jim Martin, CEO of Nordwand Capital.
Based in Nordwand's headquarters in Radnor, McGinnis will work with Nordwand’s advisory and investment teams to deliver strategies for clients facing a complex array of investment and family goals. With McGinnis’s addition, Nordwand Capital now includes five senior advisors and 10 total staff members.
