Who's Moving Where In Wealth Management? - Independent Solutions WM, BNP Paribas AM, Others

Editorial Staff

22 October 2018

Independent Solutions Wealth Management
Independent Solutions Wealth Management has hired Paul Meeks to join its investment team.

Meeks has over 30 years of research, equity analysis, and portfolio management experience.

Madison Wealth Management
Madison Wealth Management has appointed Heather Molloy to its team as a wealth advisor.

Based in Madison’s Leesburg office, Molloy has nearly 25 years of experience in financial, tax and strategic planning services.

Most recently, she ran her own tax and business advisory firm. Previously, she was employed as a controller, finance, and human resource professional by several small- to mid-sized companies in the Washington, DC area.

Littlejohn & Co
Littlejohn & Co, a private investment firm based in Connecticut, has appointed Beth Pollack as vice president of its special situations team, Thomas Bennet as vice president of its private equity investment team, and promoted Bart Stout as vice president of its special situations team.

Pollack was previously at Marble Ridge Capital, where she focused on cross capital structure idea generation and analysis with an emphasis on portfolio construction and risk management.

Stout joined Littlejohn in 2011 in the private equity group as an associate and moved to the special situations team as a senior associate.

Bennet started his career with Littlejohn in 2011 and rejoins the firm, having spent time recently as managing partner for ScenarioTwo, an independent investment firm.

BNP Paribas Asset Management
BNP Paribas Asset Management has appointed Adam Kanzer as head of stewardship in Americas, within its sustainability centre.

Based in New York, Kanzer reports to Helena Viñes Fiestas, BNPP AM’s global head of sustainability research and policy.

In this newly-created role, he will lead BNPP AM’s stewardship activities in North America, including researching key corporate governance issues, undertaking direct and collaborative corporate engagement, and working with policymakers on key issues relating to sustainable finance and investment.

Kanzer joined from Domini Impact Investments in New York, where he was managing director of corporate engagement.