The latest moves in the North America wealth management industry.
Rockefeller Capital Management
Joseph Roberts, head of the Wealth Advisory Services Group at Rockefeller Capital Management, has been appointed to an expanded role that includes leadership responsibility for the firm’s family office advisors in the New York Metro area.
Fiduciary Trust International
Julie Min Chayet has joined Fiduciary Trust International as wealth director, serving clients from the company’s New York office.
Min Chayet previously served as managing director at Bank of America Private Bank, supervising trust officers and working with clients across Connecticut, Upstate New York, and Long Island. She also has prior experience at Fiduciary Trust International, having spent 10 years as a New York-based managing director and providing counsel on complex trusts and estates as well as serving on the firm’s various committees.