The latest wealth management moves in North America.
Forks will develop and present tailored proposals designed to protect, manage and grow clients’ wealth; monitor administrative services; assess risk; and provide solutions to achieve financial goals. She will report directly to Brooks Campany, Oxford regional manager.
Before joining Argent, Forks served as vice president and trust advisor at Regions Bank in private wealth management.
Lido Advisors has appointed Jordan Greenhouse as chief growth officer. This is a newly-created role.
Greenhouse brings over 25 years of business experience, most recently working with Kayne Anderson Rudnick, the investment firm, as managing director of its institutional and retail divisions.
In addition to Greenhouse, in June Lido hired Stasia Washington and Ramsey Andrijevich, formerly at First Foundation Bank. In May, Lido hired the San Diego-based team of Peter Morimoto, Roy Elliott, Jon Jewitt, Sam Hoeck, and Heather O’Connor, formerly at First Republic Bank; and in January, the firm hired John McInerney, formerly at Morgan Stanley.
Headquartered in Los Angeles, California, the firm has more than $17 billion in assets under management and 32 offices across the US.