Hild has extensive of experience advising entrepreneurs and business owners, particularly those approaching a sale, on wealth planning, investing, lending, and trust services. Previously, she was as an executive director with JP Morgan Private Bank, where she spent 14 years working with the Denver, New York, and Greenwich offices. Hild oversaw approximately $1 billion in assets under advisement and was named to the Morgan Circle, recognizing the top 52 advisors in the US Private Bank. Hild is an active member of the Denver community, serving on the investment committee for the Kent Denver School Board of Trustees; she is also a mentor for the Challenge Foundation, an organization providing talented but disadvantaged students with educational opportunities. She earned a BA in international economics and Spanish, with a minor in entrepreneurship from the University of North Carolina.

“Cresset was built by clients, for clients, with alignment at the center of everything we do,” said Cresset CEO Susie Cranston. “We are deliberate about who joins our firm, and Ali’s experience advising entrepreneurs through complex transitions reflects the kind of leadership we value.”

Fiduciary Trust International
Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, has appointed Harrison Laing as a wealth director based in its headquarters in New York.

Laing was formerly at Bessemer Trust in New York, where he was vice president of business development, helping to identify, source, and execute opportunities to grow firm assets under management. Previously, he worked in investment banking where he was involved with mergers and acquisitions and activism defense at Bank of America. Earlier in his career, Laing was an associate in the private wealth management division at Merrill Lynch, where he led client engagement and portfolio strategy for ultra-high net worth individuals and families within The Kelley Group. Laing graduated from the College of Charleston in Charleston, South Carolina with a bachelor of science in business administration and a minor in finance. He holds licenses for FINRA Series 7, 63, 66, and 79.

“Our high net worth and ultra-high net worth clients in the Greater New York region have come to expect fiduciary wealth management services that provide better alignment, greater tax efficiency, and more informed decisions across their financial lives,” said Anne Fitzpatrick Donahue, regional managing director for Fiduciary Trust International’s New York office. “Harrison shares our commitment to delivering financial clarity and peace of mind which strengthens client relationships from generation to generation. He is an ideal addition to our firm as we continue to expand the expertise we can offer.”

Provident Bank
Provident Bank, a New Jersey-based financial institution, has appointed Annamaria Vitelli as executive vice president, chief wealth officer of Provident Bank and president of Beacon Trust, effective immediately.

Annamaria Vitelli

She will report directly to Anthony Labozzetta, president and chief executive officer of Provident Bank, and will serve as a member of the bank’s executive leadership team.

Vitelli will be responsible for leading the strategic direction and growth of Provident Bank’s wealth management business, including investment management, trust, and fiduciary services. In addition, she will partner across business lines to advance an integrated sales model and collaborate closely with the leaders of Provident Bank and Provident Protection Plus to deliver comprehensive financial solutions and an exceptional customer experience. She will also focus on expanding and retaining Beacon Trust’s customer base, developing innovative wealth management products and services, and attracting, developing, and retaining top talent to support long-term growth. Vitelli joined Beacon Trust in September 2025 as executive VP and chief growth officer. In that role, she was responsible for driving growth and retention strategies, leading business development and wealth advisory teams, and helping expand the firm's market presence and client relationships.

With more than two decades of experience in wealth management, private banking, trust, and estate planning, Vitelli has built a distinguished career serving high net worth and ultra-high net worth individuals, families, and institutions. Prior to joining Beacon Trust, she served as executive ViP and head of Hawthorn at PNC Private Bank. Earlier in her career, she held senior leadership positions in wealth strategy and customer experience at PNC and served in senior wealth management and trust roles at Vanguard and The Private Family Office. She also practiced as an estates and tax attorney. Vitelli holds a JD and an LLM in taxation, both earned cum laude from Temple University’s Beasley School of Law.

“Since joining Beacon Trust last year, Anna has made a significant impact on our organization through her vision, leadership, and unwavering commitment to delivering exceptional customer outcomes,” said Labozzetta. “She brings extensive experience in wealth management, a proven ability to drive strategic growth, and a collaborative leadership style that aligns perfectly with our culture. As we continue to expand our wealth management capabilities and strengthen our integrated approach to serving customers, Anna is exceptionally well-positioned to lead Beacon Trust and help shape the future of this important business.”

Raymond James
Raymond James recently brought in a team of 12 financial advisors in Bedford, New Hampshire to its independent advisor channel, collectively overseeing $2.8 billion in client money. The team – called Financial Strategies Retirement Partners – was previously at Commonwealth Financial Network.

FSRP is led by CEO and managing partner Shawn Monty, alongside partners Al Gilbert and Sarah Kenda.

The client assets that the team had looked after before included $1 billion of private wealth assets. In total, the team has 24 people.

Separately, former Edward Jones financial advisor Bernie Franko has joined the independent advisor channel of Raymond James. He operates as Franko Wealth Management, based in Greensboro, North Carolina. 

At his previous berth, Franko looked after more than $200 million in client assets. He is joined by client service managers Dwayne Guy and Jill Willard. 

In total, Franko has worked in financial services for 28 years and worked at Edward Jones for 12 years. He holds the Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor® designations. 

MSCI
MSCI has appointed Kashi Kakarla as chief technology officer and head of product engineering, effective June 22. Kakarla will report to Henry Fernandez, chairman and CEO, and serve on MSCI’s Management Committee.

Kakarla will be joining from Intuit, where he spent 17 years. Most recently, he led technology and engineering for the Intuit Small Business Platform. Previously, he helped transform QuickBooks into an AI-driven expert platform. Earlier in his career, Kakarla held engineering leadership positions at SiRF, a pioneer in the commercialization of GPS technology, and Motorola. 

Kashi Kakarla