The latest senior moves in wealth and asset management from across the US.
Duff & Phelps
Duff & Phelps Investment Management, an affiliate of Virtus Investment Partners, overseeing $10.6 billion of assets under management, has appointed Susan Ford as a managing director.
Ford, who works in the institutional business development space, will represent Duff & Phelps’ array of listed real asset strategies including global listed infrastructure, global real estate, and clean energy to institutional clients and consultants across the US.
Ford has more than 10 years of experience in institutional business development, client service, portfolio analytics, and corporate strategy. Most recently, she was a vice president at Cohen & Steers where she was responsible for relationship management and business development for clients in the public, endowment and foundation, corporate and sub-advisory channels.
Prior to joining Cohen & Steers in 2014, Ford served as a senior analyst for strategy and enterprise solutions for Marsh McLennan and as a global strategy analyst for Aon Hewitt.
Advisor Group, the US wealth management network, has recruited GL Capital and East Coast Advisory, which are wealth management practices based in Pennsylvania together overseeing $323 million in total client assets.
Both practices have joined Advisor Group through its subsidiary and network member firm Triad Advisors for brokerage services. They will work with Triad Hybrid Solutions, one of Triad's two corporate registered investment advisors, to support their fee-based business.
Advisor Group also includes FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, and Woodbury Financial Services.
Founded in 1998, GL Capital is a Lemoyne, Pennsylvania-based firm that oversees $175 million in client assets. Led by Matthew Granite with support from Wayne Logue and Chip Thrush, the firm focuses on wealth management and retirement services for clients in the Harrisburg region.
Based in West Chester, Pennsylvania, East Coast Advisory is led by Ed Campbell. Campbell runs the firm with Ryan Gray, Christine Scott, and Michael Cernek, and the four financial professionals collectively manage $148 million in client assets. The practice, founded in 2006, specializes in retirement income services, investments and asset management, estate planning strategies, and insurance.