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Who's Moving Where In Wealth Management? - Oppenheimer, AW Jones, Others
Editorial Staff
3 April 2018
Oppenheimer & Co Starwood Capital Group Curts takes over from Cynthia Lee as CCO, who continues with the firm as MD through 2018 and be of counsel for compliance and operational matters, the firm said. Since joining Sand Hill more than five years ago, Curts has served as the manager of client service. She was previously a group director in the Private Wealth Management division of Morgan Stanley, and prior to that, at Smith Barney.
Oppenheimer & Co, the wealth and investment banking firm that is part of US-listed Oppenheimer Holdings, has named Paul A McFeeley as branch manager of its Sarasota, Florida practice. This office is part of Oppenheimer's West Florida complex.
As well as managing assets and relationships for existing and prospective clients, McFeeley is also now in charge of regulatory and human resources functions, new business outreach, and recruiting financial advisors.
McFeeley has more than 30 years of experience in the industry, having worked for major firms in New York City. McFeeley joined Oppenheimer in 2009 and moved to the Sarasota office in 2012.
Miami-headquartered Starwood Capital Group, a global private investment firm, has appointed Alex Waterbury as managing director and head of development, and Andrea Pierce as managing director and head of office asset management.
Prior to joining Starwood Asset Management, Waterbury served as president of Northern California development for Lennar Multifamily Communities.
Pierce previously spent eleven years at JP Morgan Investment Management in various roles.
AW Jones Private Advisors
AW Jones Private Advisors, a US boutique wealth manager, has appointed Eric Ingber as managing director and wealth advisor.
Ingber is based at the firm’s headquarters in New York City.
He joins AW Jones following a 18-year spell at JP Morgan, where he served as an executive director.
Sand Hill Global Advisors
Sand Hill Global Advisors, a wealth management firm in northern California’s Silicon Valley area, has promoted Caroline Curts, CFP®, IACCP®, to chief compliance officer, having been previously manager of client service.