The latest senior moves in the North American wealth management sector.
Argent Trust Company
Argent Trust Company, a subsidiary of Argent Financial Group, has promoted one of its team, Jesse Loyo, to senior compliance officer.
Loyo, who will still be based in the San Antonio office, will report directly to chief compliance officer Amy Rhodes, the firm said in a statement yesterday. Loyo joined Argent in 2012 as a wealth management administrator and business operations coordinator. He was promoted to middle office administrator in 2017 and senior middle office administrator in 2018. As senior middle office administrator, Loyo’s responsibilities included managing databases, maintaining customer communications and monitoring compliance with processes, policies and procedures.
Summit Trail Advisors
Summit Trail Advisors has added Jonathan Lewis to the investment team as head of sustainable investing and chief portfolio strategist.
Lewis, who will be based in the firm’s New York headquarters, will report to David Romhilt, Summit Trail’s chief investment officer.
With more than 30 years’ experience in investment management, Lewis was previously founder and president of Signatory Capital Advisors LLC, a consulting firm. Prior to this, Lewis was the chief investment officer for Fiera Capital in the US. He was also CIO of Samson Capital Advisors until its acquisition by Fiera.
Summit Trail Advisors is a $16 billion independent advisory firm with offices based in New York, Chicago, San Francisco, Boston, Seattle, Harrisburg, and Washington DC. It was founded in 2015.
Fintech solution and service provider Arcus Partners has named Saurabh Bhole as partner and chief technology officer. In his new role, he will provide, leadership, consulting, professional services and support for users of Arcus Partners’ native-Salesforce, cloud-based Finity360™ wealth management digital office solutions.
Bhole, who brings more than 15 years of experience in financial services and technology, specifically Salesforce and Amazon Web Services (AWS), is an 8x Salesforce Certified Application Architect with Financial Services Cloud certification. Bhole began working with Arcus Partners in 2016 as a cloud technology advisor. He has worked in development roles at SunGard, WNS Global Services, Aegis Limited, and Teleperformance.