Eliane Chavagnon
Reporter
5 June 2012
Daily News Analysis
Neuberger Berman appointed Patrick Kenefick as a wealth advisor in its Tampa, Florida, office. Kenefick will focus on the Southwest Florida area, reporting to Brian Brown, senior vice president and regional director, who is based in Atlanta and oversees Neuberger Berman's wealth management efforts in the Southeast US region. Kenefick's position is a newly created one.
Citi Private Bank appointed Michael Hatch to its Seattle office as director and ultra high net worth private banker. Hatch will report to Nancy Pellegrino, head of Citi Private Bank’s Pacific Northwest region.
Nasdaq-listed Susquehanna Bancshares appointed Michael Harrington as executive vice president and treasurer - a role in which he will lead the accounting and finance department. Harrington starts his new post in June, reporting to Drew Hostetter, executive vice president and chief financial officer.
Chicago’s Northern Trust has brought in Sheldon Woldt to serve as head of the Middle East – a newly-created role in which he will lead business growth in this region. Woldt will also work with Europe, the Middle East and Africa regional management, drawing on the firm’s asset servicing, asset management and wealth management expertise.
As part of his appointment, Woldt will transfer from Chicago to Abu Dhabi, reporting to Penelope Biggs, head of the institutional investor group for EMEA. Locally he will work alongside Michael Slater, head of the Abu Dhabi office, and Kais Abbas, head of investment business development.
AllianceBernstein appointed John Weisenseel as chief financial officer, with immediate effect. Edward Farrell, who has served as interim chief financial officer since February last year, now returns full-time to his responsibilities as corporate controller and chief accounting officer. In his new role, Weisenseel will lead all global finance and reporting functions, reporting to chief operating officer James Gingrich.
SunGard, the US financial services technology firm, made two senior appointments to its wealth and asset management business lines. It hired Mike Rogalski as chief operating officer, trust and retirement services for SunGard’s wealth management business. The firm also appointed Fred Naddaff to its asset management business as managing director of strategic business development.
Fireman's Fund Insurance Company, based in Novato, California, appointed industry veteran Lee Roth as the new high net worth personal insurance executive. Roth most recently served as head of the Private Client Group for North America at Chartis Insurance. She will be based in Chicago.
The chief executive of Credit Suisse Americas, Antonio Quintella, was appointed chairman of Credit Suisse Hedging-Griffo, the firm’s Brazilian asset and wealth management business. The Swiss bank bought a majority stake in Hedging-Griffo in 2007. In his new role, Quintella will relocate to São Paulo and report to Hans-Ulrich Meister, CEO of Credit Suisse Private Banking, and to Robert Shafir, CEO of Credit Suisse Asset Management. As a result of the changes, Quintella has stepped down from the executive board of Credit Suisse.
The Boston Company Asset Management, a Boston, MA-based equities investment specialist that is part of BNY Mellon Asset Management, appointed Adam Joffe to the newly-created roles of chief administrative officer and alternatives director in Boston. As CAO, Joffe will oversee operations and support service, while reporting to Joseph Gennaco, president and chief operating officer. He also reports to Bart Grenier, chairman, chief executive and chief investment officer.
