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Who's Moving Where In Wealth Management? - Rothschild & Co, Fiduciary Trust, Others
Editorial Staff
25 June 2020
Rothschild & Co Conestoga Capital Advisors
Rothschild & Co has appointed Colin Cropper to join its global advisory business in North America, holding the title of director.
Cropper will provide advice to clients on mergers, acquisitions and capital raises. Prior this, he worked at RBC Capital Markets and has worked in the sector for 18 years. Before joining RBC, he was the head of the automotive franchise in the Americas at Nomura Securities. His career before Nomura includes roles at American Capital and Lehman Brothers.
Fiduciary Trust International
Fiduciary Trust International, a subsidiary of Franklin Templeton, has appointed Todd Stoller as regional managing director and senior portfolio manager. He is based in Fiduciary Trust International’s office in Boca Raton.
Stoller was most recently senior vice president and senior client advisor at multifamily office Bessemer Trust in Palm Beach. At Bessemer Trust, Stoller was directly responsible for initiating, developing, and maintaining ultra-high-net-worth client and fiduciary relationships.
Earlier in his career, Stoller was a director at Ocean Lawn Enterprises in Coral Gables, where he managed a three-generational family office. Stoller also served as chief investment officer of Aventura-based family office Baba, LLC, and as a financial consultant for Smith Barney in Aventura.
Stoller holds the Certified Financial Planner , Chartered Financial Analyst , and Certified Public Accountant designations. He earned a master of taxation from Florida International University, and a bachelor of science in accounting from the University of Florida.
Conestoga Capital Advisors, has appointed Ted Chang as assistant portfolio manager at the firm's mid-cap growth strategy. Chang will serve as an equity analyst, researching and qualifying investment ideas for Conestoga's small-, small- and mid-cap, and mid-cap growth products.
Chang brings 12 years of investment experience to the team, most recently as portfolio manager and managing director at Thornburg Investment Management. At Thornburg, Ted was co-portfolio manager for its Core Growth Fund and All Cap Growth strategies. Prior to joining Thornburg, he served as a research analyst at 300 North Capital in Pasadena, CA.