The latest moves in wealth management across North America.

Rockefeller Capital Management
US-based Rockefeller Capital Management has appointed Mark Patterson as senior advisor to the firm. 

In this role, Patterson will help the firm across its wealth management, asset management and strategic advisory operations.

Patterson has been a real estate consultant and financial advisor since leaving Merrill Lynch in 2009.

He is the latest in a series of senior leadership hires made since Rockefeller Capital Management launched last month. He is the first senior advisor, and follows the additions of: Michael Brakey, head of credit and banking; Jonathan Eisenberg, general counsel; Ed Moriarty, chief financial officer; Christopher Randazzo, head of wealth management and head of technology and operations; Jeffrey Shames, senior strategy advisor; Harry Singh, chief operating officer; and Grace Yoon, COO of strategic advisory. John Brennan and Lord Paul Myners have also joined the board as independent directors.

Fiduciary Trust
Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, has appointed Suzanne Kline as regional managing director for the San Francisco Bay Area and Silicon Valley.

Kline, who has worked in the investment and wealth management industry for 30 years, will oversee the company’s private wealth business in Northern California from Fiduciary Trust’s office in San Mateo, California. She will also serve as a member of Fiduciary Trust’s operating committee.

She comes to Fiduciary Trust following 10 years at Wells Fargo, where she was most recently a manager of investment and fiduciary services for the Greater Los Angeles region. 

Evercore
Evercore Wealth Management has appointed Dien Yuen as a managing director and Wealth & Fiduciary Advisor in the San Francisco office. She joins from Kordant Philanthropy Advisors, a research and advisory group. Yuen served as a managing director of the firm, responsible for its strategic direction.

Prior to joining Kordant in 2013, Yuen served as chief philanthropy officer at Give2Asia, and earlier, as a senior trust officer at US Trust. She has also worked at IIT Bombay Heritage Fund, Asian Pacific Fund, and the American Cancer Society.