Eliane Chavagnon
Reporter
5 June 2012
Daily News Analysis
Washington Wealth Management’s chief executive and co-founder Anthony Sirianni left to pursue “other personal and professional interests,” the firm said. Robert Bartenstein, who previously served as chief of firm strategy, replaced Sirianni.
Robert Kaplan, co-chief of the asset management unit at the SEC’s enforcement division, joined Debevoise & Plimpton as a litigation partner resident in Washington DC. Debevoise will advise clients on securities-related enforcement and compliance issues, especially those involving requirements affecting SEC-registered investment advisors affiliated with hedge funds, private equity funds, investment companies, mutual funds and separately managed funds.
Scotiabank brought in Nestor Blanco as head of international private banking, as part of plans to boost its international wealth business. Blanco joined in April, according to an internal memo from Cathy Welling, head of the private client unit. It is not clear if Blanco replaces anyone in the role.
Philadelphia-based Janney Montgomery Scott took on Thomas Graham as senior vice president of wealth management within the Washington, DC branch. Graham brings with him $150 million in client assets. He is the fifteenth advisor to join this year.
International Planning Group hired Diego Polenghi to lead expansion in Latin America, which it views as “the number one growth opportunity.” Polenghi joined from Private Bank of Standard Chartered Bank in Miami, where he was head of sales for the Americas. In addition, Frank Garcia and Elizabeth Latorre joined IPG as vice presidents for Latin America. They joined a team of four producers, all based in Miami along with Polenghi.
BNY Mellon expanded its Tampa team in Florida, hiring Susan Kubar and Scott Givens. Kubar joins as vice president, senior fiduciary officer and Givens joins as senior director, portfolio management. Kubar was latterly a family wealth advisor at GenSpring Family Offices, where she worked for five years on cash flow and liquidity analysis, credit and banking needs, and tax and estate planning.
Houston, TX-based Linscomb & Williams, a fee-based financial advisory firm, appointed two senior financial planners and one financial planning administrator. Abigail Gunderson and Ryan Patterson join as financial planners, while Lauren Bain starts as a financial planning administrator.
Wilmington Trust continued its push into “dynamic markets” such as Florida and Washington, DC, hiring Robert Bauchman as president of its Florida market. Reporting to Jack Sawyer, president of Wilmington’s Southeast region, Bauchman will oversee wealth advisory operations in the region. He was previously managing director and head of Wilmington’s Vero Beach, FL office.
Coral Gables, FL-headquartered Gibraltar Private Bank named Adolfo Henriques as chairman, president and chief executive. He takes on the responsibilities from Steven Hayworth, who left the firm.
The Edelman Financial Group appointed Ric Edelman as chief executive, a role he previously co-held with George Ball. Ball will continue in his position as chairman.
