The latest senior moves in wealth and asset management from across the US.
Brandywine Oak Private Wealth
Brandywine Oak Private Wealth has appointed advisor Lisa Quadrini as a partner and private wealth manager, joining from the Private Bank of Wells Fargo, where she had been a managing director.
Quadrini will work in Kiawah Island, South Carolina and in Brandywine Oak’s offices in Kennett Square, Pennsylvania. She has more than 35 years of experience in financial services and previously managed $500 million in client assets. Quadrini worked at Merrill Lynch from 1999 to 2008 and previously worked with the Brandywine Oak team at Merrill Lynch.
She works with business owners, corporate executives, and high net worth families in South Carolina and the East Coast.
Among other accomplishments, Quadrini is a trustee and co-chair of “Women for Navy Athletics” with the United States Naval Academy Athletic Foundation, a board member for the Ronald McDonald House of Charleston, and Advisory Board for the Kiawah Island Conservancy. She was a board member for the Girl Scout Council of Chesapeake Bay and the Delaware Theatre Foundation.
Schechter Investment Advisors, a registered investment advisor, has added Joseph Drozd as an advisor, adding to several recent hires at the firm.
Drozd, who has worked in the sector for more than 12 years, will advise high net worth and ultra-HNW clients and families.
Before this, Drozd was the director of strategic initiatives and investor relations at Delta Capital Partners. Previously, Drozd was the director of strategy and marketing with Ziegler Capital Management, and before that, spent over six years as a portfolio manager and director of research at Matrix Capital Advisors, a prominent multi-family office focused on alternative investments. Drozd began his career researching hedge funds and private equity managers with Mercer Investments.
A Chicago native, Drozd earned a BA in economics and business administration from the University of Illinois at Champaign-Urbana and was an Evans Scholar Recipient. Drozd has also earned a Chartered Financial Analyst® (CFA®) charterholder designation.