People Moves
Who’s Moving Where In Wealth Management? – Pallas Capital Advisors, Hargrove MSO
The latest senior wealth management moves, appointments and personnel changes in North America.
Pallas Capital Advisors
Pallas
Capital Advisors has appointed Emily Richard (main picture)
as vice president, wealth management. She has a decade of
experience in investment strategy and portfolio management,
Richard holds the CFA charter and built her career at JP Morgan Private Bank, Liberty Mutual Investments, and Loomis, Sayles & Co.
Hargrove MSO
A former Carson Group estate planning executive, based in Boston,
has joined Hargrove Management Services Organization (Hargrove
MSO) as vice president of engagement.
Hargrove MSO provides business and operational support to Hargrove Firm, an independently owned national estate planning law firm that delivers attorney-led estate planning in all 50 states in partnership with wealth management firms.
David Haughton was formerly at the Carson Group, where he served as vice president of estate planning. He previously worked as team lead of advanced planning at Commonwealth Financial Network.