People Moves

Summary Of Moves In North America Wealth Management – November 2022

Editorial Staff January 5, 2023


The latest senior moves in the North American wealth management sector.

Glenmede said that Susan Mucciarone, executive director of private wealth, had moved to a strategic advisory role. Philadelphia-based Thomas Melcher, director of family wealth and the New York Metro region, is subsequently leading the PWG. Mucciarone joined Glenmede in 2010. Among her achievements was establishing Glenmede’s Delaware Trust Company. 

Melcher, who joined Glenmede in 2018 after a career at PNC, previously served as chief investment officer for the asset management group and managing executive of Hawthorn, PNC Family Wealth.

Cresset Partners, the US wealth manager, hired former Aon Investments senior figure Shari Young Lewis as managing director, private funds group. Lewis has more than 20 years of experience building private equity investment programs for institutional investors. Most recently she was a partner in the private equity practice at Aon Investments, where she focused on buyout, growth equity, venture capital, private credit, and infrastructure investments. 

Nilsine Partners, an independent registered investment advisor, said Dan Weeks, CFP®, CFBA, CFWA had joined the firm as senior advisor, managing director. He was accompanied by Jenny Boyle, client relationship manager. They operate from the firm’s headquarters in Greenwood Village, Colorado.

Williams Jones Wealth Management, an RIA with offices in New York and Palm Beach, appointed Brandon Reid as managing director as part of its strategic expansion plans in Florida and across the Southeast. Reid has nearly 40 years of banking and financial services experience. He previously served as MD, senior account advisor and manager of the Palm Beach office for Bessemer Trust before retiring in 2019. 

PNC Asset Management Group named Marc Dizard as its chief investment strategist. Dizard, who has more than 15 years of experience, oversees and drives the investment strategy and vision for PNC AMG. Most recently, Dizard served as regional investment manager for PNC Private Bank's Midwest region. 

Newton Investment Management, part of BNY Mellon Investment Management, appointed Judy Marlinski as its new chair of Newton Investment Management Limited (UK board) and Newton Investment Management North America, LLC (US board). Marlinski had served as an independent non-executive board member of the UK and US boards since July 2022. She succeeded Susan Noble as chair of the UK board, who stepped down after serving eight years as a board member and five years as its chair.

Dynasty Financial Partners appointed Bob Shea, the chief executive and chief investment officer of FCF Advisors, as chief investment strategist. Shea leads Dynasty’s investment committee, provides top-down asset allocation insights and guidance and leads investment manager selection. Shea reports to Ed Swenson, Dynasty’s chief operating officer. Before FCF Advisors, Shea started his career at Goldman Sachs where he worked from 1991 to 2004, reaching the level of partner, co-head of cash equity trading.

John Piper joined Foundation Wealth Management, an Ameriprise independent practice, a team based in Bakersfield, California.

Millennium Trust Company promoted Dan Laszlo to chief executive. Laszlo succeeded retiring CEO Gary Anetsberger, who continued to serve Millennium Trust as executive chairman. Laszlo joined the firm almost seven years ago as chief financial officer. 

Ledgex, a US-based data solutions firm, bolstered its leadership team. It appointed Nicole Eberhardt to the CEO post, and added industry veteran Wendy McCoy as chief strategy officer. Eberhardt, previously CSO of Ledgex, has over two decades of experience as a financial technologist and entrepreneur. McCoy is the former vice president of product management services for ECI, a provider of managed services, technology solutions and business transformation to the financial services sector. 

Bank of America appointed Julia Shin as the products and platforms – ESG integration and innovation executive for Merrill Lynch Wealth Management. Previously, Shin was managing director of impact investing at Enterprise Community Partners, a national non-profit organization. She brings over 26 years of experience in corporate and investment banking amongst other fields.

Raymond James welcomed financial advisors Steven Schmitt and Terence Belfor to Raymond James & Associates (RJA) – the firm’s employee advisor channel – in New York and Beverly Hills, California. Joining the advisor duo were senior investment portfolio analyst Valerie Vinbaytel, with 12 years of industry experience, practice business manager Cassandra Biehl, with three years of experience and practice marketing associate Anthony Corcella.

Raymond James welcomed financial advisor Adrian John to Raymond James Financial Services. John is located in Seattle, Washington, where he is joined by client services manager Katherine Bowers. He began his career in finance in 2010 as an advisor at Edward Jones.

The firm also welcomed former Merrill Lynch financial advisors Abbie Osterbur and Niralee Patel to the firm’s employee advisor channel in Champaign, Illinois.

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