Print this article
Who's Moving Where In Wealth Management? - Citi Private Bank, RBC, Others
Editorial Staff
27 February 2018
Citi Private Bank The Clements-Langdon Group is comprised of Kyle Clements, senior vice president and financial advisor, Will Langdon, senior vice president and financial advisor, and Marj Jurek, registered client associate.
Citi Private Bank has appointed Kristen Bitterly Michell as capital markets head for the Americas. Bitterly Michell will be based in New York and report to Iain Armitage, global head of capital markets.
In this capacity, she is responsible for asset allocation, product advice, and execution across capital markets for the Americas region.
Most recently, Bitterly Michell served as investment counselor head for the Eastern Region for the private bank.
RBC Wealth Management
RBC Wealth Management has hired the Clements-Langdon Group to its Raleigh office.
The team manages approximately $300 million in client assets and joins RBC from Merrill Lynch, where they had a combined 70 years of experience.
CBRE Global Investors
CBRE Global Investors, a global real asset investment management firm, has appointed Scott Spalding as senior managing director and head of high net worth private markets for the Americas.
Based in Los Angeles, Spalding will be responsible for business development with financial intermediaries and investment advisors who help HNW investors achieve their investment objectives.
Spalding has over 17 years of experience and has extensive capabilities in debt and real estate-related investments, fundraising, strategic relationship management and building businesses. Spalding was previously at PIMCO, where he most recently served as an executive vice president.
Interactive Financial Advisors
Chicago-based Interactive Financial Advisors, an SEC-registered investment advisor firm, has appointed Jason Wilder as its executive vice president of business development.
Wilder, who has 25 years of experience in the financial advisory business, will lead Interactive Financial Advisors' effort to expand its roster of investment advisors, resources and clients.
He joins the firm after spending seven years as executive vice president of business development of CMG Capital Management Group.