The latest industry moves in wealth management and related sectors across North America.

Foundation Source
Foundation Source, which serves private foundations, has named Sunil Garga as president and chief executive, taking over from Susan Friedlander Calzone, who led the company as CEO for the last five years.

Garga has a 25-year record in a number of roles.

The organization, now in its third decade, serves nearly 2,000 family, corporate, and professionally staffed foundations in the US. It works with wealth management firms, law firms, accounting firms, and family offices as well as directly with individuals and families. Its headquarters are in Fairfield, Connecticut.