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Who's Moving Where In Wealth Management? Wymer Brownlee, Gluskin Sheff, BNY Mellon, Others
Editorial Staff
19 December 2017
BNY Mellon Wealth Management Riffel, who brings 20 years of experience in practicing law, will serve as Wymer Brownlee's top legal strategist on an in-house basis. Previously, Riffel was a partner at Riffel Law, formerly Mitchel, Gaston, Riffel & Riffel, a regional law firm that Riffel co-founded in 2004. Going forward, Craig Riffel will maintain an affiliation with Riffel Law.
BNY Mellon Wealth Management has named Adam Mazzaro as wealth director in San Francisco, reporting to regional president, Thomas Fickinger. Mazzaro focuses on the firm’s business development, concentrating on individuals, intergenerational wealth transfer, business owners and business transition strategies.
Prior to this, Mazzaro was a senior vice president within Personal Capital’s private client group, working there for almost five year. Before this, he spent more than four years at Bernstein Global Wealth Management in San Francisco.
Wymer Brownlee
Oklahoma-based Wymer Brownlee, an independent wealth management firm, has appointed Craig Riffel to the newly-created position of general counsel, effective immediately.
Gluskin Sheff
Canadian wealth manager Gluskin Sheff & Associates has appointed Alkarim Jiwa as managing director and portfolio manager, and Leanne Caravaggio as vice-president and portfolio manager of its equity operation.
Jiwa will be responsible for the GS+A Premium Income Portfolio, Gluskin Sheff’s dividend-oriented Canadian equity strategy.
He joins the company following 20 years at BMO Financial Group. For the last decade, Jiwa was the lead portfolio manager for the BMO Private Canadian Income Equity Portfolio. Jiwa will be commencing his responsibilities on January 1, 2018.
Caravaggio will be responsible for the GS+A Canadian Equity Portfolio. She will join the company from 1832 Asset Management, a wholly owned subsidiary of Scotiabank.
She will join the company in early 2018.
National Capital Bank of Washington
National Capital Bank of Washington, which has a wealth management operation, has appointed Kathleen Walsh Carr and Harold Rauner to its board of directors.
Both Carr and Rauner were most recently with Cardinal Bank. Prior to retirement, Carr was the president of Cardinal's Washington market and Rauner was regional president in the Fairfax market, following his tenure as president and chief executive of The Business Bank.