People Moves

Who's Moving Where In Wealth Management? – Coastal Bridge Advisors, Argent, Others

Editorial Staff, August 5, 2022

articleimage

The latest wealth management moves and appointments in North America.

Coastal Bridge Advisors
US-registered investment advisor Coastal Bridge Advisors has appointed veteran marketing leader Deirdre Childs as its marketing director.

Childs has spent 17 years working in the marketing and business development space, involved with brands such as Dove, Broadridge, Patagonia and Pepsi.

The firm, which has offices in Westport, Connecticut, and Los Angeles, expects to announce additional hires later this year.

Argent Financial Group
AmeriTrust Holding Company, a subsidiary of Argent Financial Group, has appointed Leisa Gebetsberger as trust administrator.  

Gebetsberger will be responsible for assisting clients in a variety of areas, including trusts, probate and estate planning and administration. She will report directly to Kenny Brown, senior vice president and chief operating officer of AmeriTrust.  

Gebetsberger has more than three decades of experience in business development, regulatory compliance and service delivery, gained while spending her career as an attorney and a health care administrator. She also brings 25 years of experience with the Oklahoma Tax Commission.  

Gebetsberger received her bachelor of science in nursing from the University of Tulsa. She also holds a Juris Doctor degree from the University of Oklahoma School of Law and a master of science in health care administration from Oklahoma State University. She is a member of the Oklahoma Bar Association and is licensed as a registered nurse in Oklahoma.  

Capitol Securities Management
Capitol Securities Management has appointed financial advisor John Scarpino. He recently left Key Bank and founded his own firm, Pivotal Wealth Management. Scarpino started his career as a financial advisor at Prudential Bache Securities in 1988. 

From 2017 until 2022 he was an advisor with Key Bank where he was promoted to vice president in 2019 and was their top advisor in the Hudson Valley (18 branches) in 2022.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes