People Moves

Who's Moving Where In Wealth Management? – Citi Private Bank, Fiduciary Trust International, Others

Editorial Staff, June 15, 2022


The latest moves and appointments in the North American wealth management sector.

Citi Private Bank
Fiduciary Trust International, has appointed Peter Niedland as managing director and senior portfolio officer, based in its Radnor office.
Niedland is joining from Maplewood Capital in Wayne, Pennsylvania, an event-driven investment firm, where he served as a principal, and was also a senior portfolio manager at Turner Investments in Berwyn, Pennsylvania.  

Market index provider Wilshire has appointed Lawrence Miller as chief technology officer and as a member of its executive committee.

Miller has served in leadership roles in technology, financial services, and health sciences companies for more than 20 years.

Prior to joining Wilshire, he was CTO of Signant Health, which provides clinical trials technology, and the chief security officer of Symphony, a secure communications startup based in Palo Alto. He also worked as a managing director at BlackRock for 11 years, overseeing the development services team for Aladdin.

Based in the US, Wilshire has offices worldwide and advises on more than $1.3 trillion in assets, $93 billion of which are assets under management. Besides its indices work, it provides analytics, and multi-asset investment solutions.

Raymond James
Raymond James recently welcomed Ron Deal to its employee advisor channel. He is based in Ruston, Louisiana.

Prior to this, Deal worked at Wells Fargo Advisors, where he managed about $151 million in client assets. He is joined by senior client service associate Julie Guillot, a 25-year veteran of WFA. Deal and Guillot will operate as Deal Wealth Management of Raymond James.

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