Who's Moving Where In Wealth Management? - Northern Trust, Lazard

Editorial Staff

7 September 2017

Northern Trust Wealth Management
Northern Trust Wealth Management has appointed three new team members to its foundation & institutional advisors practice. Cord Dannen will join the firm's office in Washington, DC; Ryan McCauley will join the firm in Houston, Texas and Patrick Nolan will join the operation in Tampa, Florida, the firm said in a statement.

Dannen will be a senior Institutional investment advisor in the Mid-Atlantic region and will work closely with the staff, investment committees and boards of nonprofits to develop, implement and monitor customized investment programs. Prior to joining the FIA team, Dannen was an investment director at Cambridge Associates in Arlington, Virginia, where he worked on a small team that functioned as an outsourced investment office for institutional clients.

McCauley will be a regional director in the Houston, Texas market, where he works with a variety of organizations to implement customized investment solutions. Prior to his current position, McCauley was a vice president and relationship manager for higher education, healthcare and not-for-profit clients of JP Morgan in Texas and Alabama.

Nolan will be a senior institutional investment advisor based. He will work closely with the staff, investment committees and boards to develop, implement and monitor customized investment programs. Nolan joined Northern Trust in 2014 as a portfolio manager.

Lazard
Financial advisory firm Lazard has appointed Tim Loftsgard as managing director, the firm said in a statement.

Based in Toronto, Loftsgard will advise companies in the natural resources and diversified sectors.

Prior to joining Lazard, Loftsgard spent 18 years with RBC Capital Markets, most recently as a managing director in the global mining and metals group.