People Moves
Who's Moving Where In Wealth Management? – Citi Wealth, Summit, Others
The latest moves, appointments and personnel changes in the North American wealth management industry.
Summit Trail Advisors
Summit
Trail Advisors, which concentrates on ultra-high net worth
clients, has appointed Jeff Ringdahl (pictured) as partner,
president and chief operating officer in New York.
Ringdahl joins after more than 14 years at Resolute Investment Managers, where he most recently served as president and CEO.
The firm, launched a decade ago, now has $23.6 billion in assets under management and $26.2 billion in assets under advisement. It has 10 offices.
Prior to Resolute Investment Managers, Ringdahl worked at Touchstone Investments, Fidelity Investments, and Western & Southern Financial Group.
Citi Wealth
Citi Wealth has appointed Patty Sachs as its new wealth marketing
head. She started in the newly-created role yesterday, reporting
to Alex Craddock, chief marketing and content officer at the
firm. Sachs will also be a strategic partner to Andy Sieg, head
of Citi Wealth.
Prior to this role, Sachs worked at Publicis, the advertising and PR group; before that at Citigroup for five years.
“Patty is a bold and innovative marketing leader who brings a creative mindset, a proven track record of success and a keen eye for industry trends. This an exciting time for our business and we’re thrilled to welcome Patty to the team whose expertise will be essential to further elevating the Citi Wealth brand,” Sieg said in a statement.
Great Diamond Partners
Great
Diamond Partners, a Portland, Maine-based independent wealth
management firm, has added Stephen Poulos as senior financial
advisor. Poulos – formerly with HeadInvest, where he served
as partner and portfolio manager – brings more than
$125 million in potential assets under management.
The firm manages about $640 million in client asset, so Poulos’s arrival takes the figure to $765 million.
The northeastern firm also appointed portfolio manager Mark Doehla, formerly with H M Payson.
Great Diamond Partners is a member of the Dynasty Network, independent firms powered by Dynasty Financial Partners’ platform and operational support.
