The latest moves and appointments in wealth management in the Americas.
Previously, O’Malley Kearney was head of KeyBank’s institutional advisors business and served as chief fiduciary officer. The firm said her “relationship-first approach” generated a net inflow of $2.2 billion and revenue growth of more than 200 per cent during her five-year tenure leading KeyBank’s institutional advisors business. O’Malley Kearney brings nearly 25 years of wealth experience since she began her career at Key Private Bank as a trust officer.
Douglas will be responsible for leading the institutional wealth business focused on continuing to grow the client base by meeting the investment, advisory and long-term growth needs of foundations, endowments, pensions, corporations, and government entities. Douglas, who has 25 years of experience, has served as a national director of KPB’s sales and client experience, national director of banking for KPB and district president of Eastern Ohio.
The two figures are based in Cleveland and report to Joe Skarda, president of Key Wealth.
O’Malley Kearney, a licenced attorney in Ohio, earned her JD from Cleveland State University and BA in history from John Carroll University.
Douglas., a chartered financial analyst (CFA), earned his MBA from Northwestern University and BS in finance from Indiana University.
Freestone Capital Management
Freestone Capital Management has appointed Lizzie Hollis to join its San Francisco office.
As managing director, wealth strategy and estate planning, Hollis will report to Christine Opp, who leads the firm's financial planning service.
Hollis brings more than 10 years of trust and estate planning experience to the position. Prior to joining Freestone, she practiced at the law firm of Delagnes, Linder & Duey, advising high net worth individuals and families in all phases of estate planning, including trust administration, gift and generation-skipping tax planning, and charitable planned giving. She was previously an associate at the law firms of Donahue Fitzgerald, and Poyner & Poyner.
Hollis obtained her Juris Doctor from Santa Clara University School of Law, where she was both an Emery Scholar and a CALI Award recipient, and a bachelor of arts degree summa cum laude with highest distinction in political science from California State University, Chico.
Founded in 1999 and operating in the West Coast, Freestone oversees more than $8 billion in assets under management. It has offices in Seattle, San Francisco, Silicon Valley, Santa Barbara, and Anchorage.