The latest senior moves in the North American wealth management sector.
Fiduciary Trust of New England
Fiduciary Trust of New England (FTNE), a New Hampshire-chartered trust company serving individuals, financial advisors, and non-profits, has appointed Nadi Son as vice president and senior wealth advisor.
Son, who will be based in FTNE’s Manchester office, is joining after practicing law in New York City, where she provided sophisticated estate and tax planning advice and trustee services for ultra-high net worth individuals and families.
Among her qualifications, Son earned her BS in finance and marketing from Fordham University and her JD and LLM in taxation from New York Law School. She has been admitted to the New York and New Hampshire Bars as well as the US Tax Court.
Fiduciary Trust of New England combines the 135+ years of experience and independence of its Massachusetts affiliate, Fiduciary Trust Company, with the trust and tax laws of New Hampshire.
Impax Asset Management
Impax Asset Management, the specialist asset manager, has appointed Charlie Donovan as senior economic advisor.
Donovan joined Impax on September 19 and is based in Seattle, where he remains visiting professor of sustainable finance at the Foster School of Business at the University of Washington.
Prior to this, Donovan was professor of practice at Imperial College London and founding executive director of the business school’s Centre for Climate Finance and Investment. He serves as academic co-chair of the Coalition for Climate Resilient Investment, an investor body representing $20 trillion of assets under management, and is co-author and editor of Renewable Energy Finance: Powering the Future.