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Who's Moving Where In Wealth Management? – CBIZ, Fiduciary Trust Company, Others

Editorial Staff

22 December 2025

CBIZ
CBIZ, the US professional services advisor, has appointed three senior figures: Bruce Ditman, David Fisher and Marina Margarucci.

Ditman is national leader, industries, Fisher is vice president, AI, and Margarucci is national leader for private client services.

Ditman is joining from Chief Seconds, a professional services growth consultancy firm, where he served as founder and managing partner. Fisher previously worked at KPMG, where he led the global audit incubation hub. Margarucci is a seasoned financial services leader with expertise in multigenerational family advisory and wealth stewardship.

Fiduciary Trust Company
Fiduciary Trust Company has appointed Karen D’Antuono, JD, as vice president and trust counsel. D’Antuono is a member of Fiduciary’s trust and estates legal department.

D’Antuono brings more than two decades of experience in the trusts and estates legal field. Previously, she was a partner in the trusts and estates practice at Rubin & Rudman, where she worked for 13 years. She also brings experience in wealth management from her time at Atlantic Trust and in charitable gift planning from her time at Tufts University. D’Antuono received her Juris Doctor from Boston College Law School and a bachelor of arts degree from Wellesley College.

Aprio Wealth Management
Aprio Wealth Management , a US firm that is launching a new integrated team model, has added a number of senior figures.

The newly-appointed figures are Noah Marell, chief operating officer; Jandy Rowe, director, client services operations and integrations; Erin O’Connor-Bell, director, financial planning and client experience; Dan Wilson, director, corporate development; and Chris Guinther, senior wealth advisor.

The new figures arrived after Eric Flynn joined Aprio Wealth Management as chief wealth officer from Compound Planning, the firm said in a statement late last week.

“With this expansion, AWM is strengthening its platform to serve individuals, family offices, and business owners across the US,” AWM said. 

Collectively, the team has led national advisory firms, overseen M&A and integration efforts, and advised high net worth and ultra-HNW clients at organizations including Creative Planning, Wipfli Financial Advisors, Wealthspire, The Mather Group, Facet Wealth, Annex Wealth Management, Johnson Financial Group, Montag Wealth Management, and Northern Trust. 

AWM manages more than $5.5 billion in assets under management.

Keith Greenwald is CEO and partner of AWM.