Here is a summary of all the hires and departures covered by Family Wealth Report in November 2015.

GenSpring Family Offices named Carlos Carreño as managing director for the eastern region of Florida, based in Miami. In his former role, Carreño led international wealth management for SunTrust Private Wealth Management. In this capacity, he managed SunTrust teams serving clients and families with a second residency in the US. Carreño has more than 20 years of experience in senior management positions within SunTrust Banks, Kroll and Barclays.

Wilmington Trust appointed David Huffman as senior managing director and senior private client advisor in Washington, DC. Huffman was formerly a managing director and private client advisor at US Trust, where he was the Washington, DC, team leader. He has over three decades of experience in the financial services industry, and has worked with wealthy families for two decades.

RBC Wealth Management hired Ed Murphy as a financial advisor in Portland, OR. Murphy joined from UBS and has 28 years of industry experience, with over $150 million in AuM.

Raymond James Financial Services recruited financial advisors Erin Cockman and Angie Hall, and client associate Melissa Spoon, in Burlington, NC. The group operates as Pinnacle Wealth Partners and joined from Wells Fargo Advisors, where they managed over $150 million in client assets and had $950,000 in annual production.

Meanwhile, Raymond James & Associates, the firm's traditional employee broker-dealer, also last week hired financial advisor Nancy Leizman and her registered sales associate Lisa Klima in Beachwood, OH. Leizman, who operates as Leizman Wealth Management of Raymond James, joined from Wells Fargo Advisors too, where she managed approximately $195 million in client assets and had about $1.1 million in production.

Abbot Downing named Jason Davis as its new chief fiduciary officer, succeeding Darryl Meyers, who is retiring after a 30-year legal career. Davis joined Wells Fargo in 2004 in the family wealth business after working for nearly ten years in private practice, including roles at an international law firm in Philadelphia and a boutique firm in Rancho Santa Fe, CA.

Meyers has been with Wells Fargo since 2001 and had previously served as national managing director of wealth planning, senior wealth management director and senior regional trust manager for the Twin Cities of Minneapolis and St Paul. Before joining Wells Fargo, he worked at US Bank/Piper Jaffray in private financial services and before that practiced law from 1986 to 1995.

Robertson Stephens, a wealth advisory and investment management firm, named Susan Reese as managing director of Robertson Stephens Advisors in San Francisco. Reese spent the last decade at Ayco, a Goldman Sachs company, as an investment professional and vice president. She will continue her focus of working with active and retired high net worth C-suite executives.

MainStay Investments, the mutual fund and ETF distribution arm of New York Life Insurance Company, expanded its institutional intermediary business with the addition of Lance Oman and Greg Zipoli as senior regional vice presidents. Oman and Zipoli will lead sales efforts in the RIA and private bank channels, covering the western and north-central regions respectively.

Oman most recently held relationship management and business development roles at Fidelity Investments and before that at Trust Company of the West. Earlier still, he worked at BlackRock as a director and iShares business development officer. He began his career at Charles Schwab.

Meanwhile, Zipoli joined from Cedar Capital, where he was a managing director and helped build the firm’s RIA business. He also previously helped build the RIA arm at State Street Global Advisors. Before that, Zipoli was a vice president at Fidelity Investments focused on the Midwest region. He also worked at Boston Capital Partners and Sands Brothers & Co in sales and business development roles.

Merrill Lynch hired Nicole Primack Andres within its private banking and investment group in New York with $600 million in client assets under management. Latterly of Credit Suisse, she will report to Mollie Colavita, regional managing director for the PB&I group in New York. MBA graduate Kelsey Merritt, and analysts Robin Ramos and Kimberly Ward, also joined. Andres began her financial career at Credit Suisse (including its predecessor firm Donaldson, Lufkin & Jenrette) in 1990 and spent nearly 25 years there.

Citi Private Bank appointed former JP Morgan man Gregory Walker at its Boca Raton office as a managing director and banker for ultra high net worth individuals. Walker will report to Luke Palacio, head of the Southeast region at Citi Private Bank. At JP Morgan Private Bank, Walker was a managing director and investment team leader. Prior to joining JP Morgan as an analyst in 1999, Walker was a VP at Northern Trust Bank of Florida in Boca Raton and Palm Beach, FL, and before that, a VP at Jefferson Pilot Life Insurance in Greensboro, NC.

Chairman and chief executive of the Financial Industry Regulatory Authority, Richard Ketchum, is to retire in the second half of 2016. FINRA’s board of governors said it will conduct a search for his successor that will take into consideration internal and external candidates.

Family Office Exchange added technology consulting to its roster of services, recruiting Steven Draper to lead the effort. New services include the review of the current technology environment in a family office, strategic alternatives for updating technology and software, and supervision of new system installation. Draper, who has a strong background working with single and multi-family offices globally, joined FOX as a senior technology consultant.

Lombard International made two senior hires to accelerate the company's US growth and enhance its product offerings targeting family offices, private banks and institutions. John Tyers will serve as executive vice president and head of institutional sales, and Virginia Klein will serve as senior managing director of product development and investment solutions.

Most recently, Tyers was the southeastern regional head of the private banking and investment group at Merrill Lynch. Before that, he was head of the managed solutions group in New York, overseeing all fee-based investment advisory platforms and wealth management tools at Merrill Lynch.

Klein spent 10 years in the alternative investment group at Merrill Lynch Wealth Management in New York, where she was a director of origination and product management for hedge funds as well as head of innovation for the alternative investments group.

Equity Concepts hired former market executive and senior vice president of private client services at First Tennessee Bank, John Hopper, as director of strategic growth. Hopper has 25 years of experience in private banking and wealth management. Before his stint at First Tennessee Bank, he was a vice president of banking and wealth management at US Trust Company and Wells Fargo.

San Diego, CA-based Brown Wealth Management Group, an independent financial advisory firm, joined LPL's Financial broker-dealer platform. Brown Wealth Management Group, which has $525 million in client assets based on prior business, also affiliated with Stratos Wealth Partners, an independent advisor network on LPL's hybrid RIA platform. The firm is led by Jeffrey Brown as president and has two additional wealth advisors - Patrick Ford and Tyler Morris - and is supported by three additional team members including Allison Williams as chief operating officer. Brown Wealth Management Group's client base consists primarily of executives, engineers and scientists in the technology and biotech industries.

US-based Summit Trail Advisors grew its investment research team with four new members to a total of six. Some of the new appointees came from Barclays, the UK-listed bank that sold its US wealth management business recently to Stifel Financial. The following professionals joined the Summit Trail Advisors investment team: Ben Johnson, Seth Katz, Michelle Zeng and Mark Hourihan. They are all based in New York, except Johnson, who is based in Chicago, IL.

Legal & General Investment Management America hired Greg Behar from Northern Trust to head up its index investment strategy. Behar was previously senior vice president of global equity at Northern Trust Global Investments, where he was responsible for driving the business growth of a $450 billion equity platform. Prior to this, he held similar roles at Deutsche Asset Management. In this newly-created role, Behar will join LGIMA's index business, which was launched late last year and currently manages more than $59 billion in index strategies. Based in Chicago, he will oversee and deliver thought leadership for the institutional marketplace, reporting to the firm's head of US Index Funds, Shaun Murphy.

RBC Wealth Management recruited The Kirk Group in Southpointe, PA. The Kirk Group is led by Janet Kirk, senior vice president financial advisor, and joined from Morgan Stanley Wealth Management. Also part of The Kirk Group is Anne Hassenfeldt, senior business associate, and client associates Nancy Sutton and Mary Beth Wishart. The team has around $242 million in assets under administration and $1.7 million in production.

Morgan Stanley hired a 13-strong private wealth team from Credit Suisse in New York. The team includes three private wealth advisors: Richard Zinman, managing director; Anthony Dertouzos, managing director; and John Moreno, executive director. They report to Nelson Gaertner, Park Avenue complex manager, and advise on more than $5 billion in assets. Zinman joined Credit Suisse in 2008, having previously worked at Smith Barney from 2001 to 2008 and Bank of America before that. Dertouzos has worked with Zinman since 1999. Moreno joined Smith Barney in 2006 and left in 2008 with Zinman and Dertouzos to join Credit Suisse.

Glenmede appointed Laura LaRosa as director of business development and Susan Mucciarone as director of private client relationship management. The latter is a new role at the firm while LaRosa's post was previously held by Chris Poch, who left the firm in August 2015. Both will continue to serve as members of Glenmede's management committee, reporting to Howard Wilson, executive director of relationship management. LaRosa was most recently director of portfolio management and before that director of fixed income management. She has spent more than 20 years at Glenmede overall. Mucciarone joined in 2010 as director of wealth advisory and earlier in her career was executive vice president and senior managing director of Wells Fargo Family Wealth (formerly Calibre, a division of Wachovia). The firm confirmed that Mucciarone is retaining the responsibilities of her previous role, and that the responsibilities of LaRosa’s previous role have been split between various senior leaders at the firm.

Threshold Group, the wealth management firm and family office, brought in Stephanie Rupp as managing director of impact investing – a new role at the firm. Rupp was previously chief executive at San Francisco, CA-based Toniic, a global network of impact investors. She has over 15 years of experience working in the field of global impact investing, impact fund design and implementation, microfinance, and crowdfunding. She also spent five years at Omidyar Network, and earlier held roles at Planet Finance, UBS Investment Bank in New York and London, and served as a consultant to the World Bank and UNESCO.

William Blair, a global investment banking and asset management firm, brought in Lawrence Gilbert as a vice president and financial advisor in Chicago, IL, focused on business owners, high net worth families and private foundations. Gilbert has more than 24 years of experience in financial services and joins William Blair from Credit Suisse, where he was a private banking director. Before that, he worked at HighTower Advisors and at Goldman Sachs in the firms' private wealth management divisions. Before his time in private wealth sector, Gilbert worked for eight years as a professional market maker on the Chicago Board Options Exchange, trading a portfolio of index and equity-based options and futures.

ACE, the global insurer, revealed the leadership line-up for its personal risk services division in North America, effective upon completion of the firm's acquisition of Chubb, which is expected in the first quarter of 2016. As previously announced, Frances O’Brien will serve as senior vice president of the new Chubb Group and division president of personal risk services, and Scott Gunter will serve as chief operating officer of this unit. Gunter will report to O’Brien, who will report to Paul Krump, who will serve as executive vice president of the new Chubb Group and president of commercial and personal insurance services. Meanwhile,  Hope Jarvis – currently a senior vice president for compliance and strategy manager – will lead the personal insurance operations segment. As well as reporting to O’Brien, Jarvis will report to James English, who is currently executive vice president and North America chief operations officer at ACE, and will continue to serve in that role.

The following managers will report to Gunter:

• Chris Donahue, currently chief underwriting officer for ACE Private Risk Services, will serve as CUO.
• Annmarie Camp will lead personal insurance sales and distribution. Camp is currently a senior vice president of national sales and distribution manager for ACE Private Risk Services.
• James Fiske, currently senior vice president and US marketing manager for Chubb Personal Insurance, will lead personal insurance marketing. In addition to reporting to Gunter, Fiske will report to Cora Klena, who is currently senior vice president of North America marketing and communications for ACE and will continue to serve in that role.
• Noel Hannon will serve as personal insurance underwriting centers leader. Hannon is currently senior vice president and US underwriting centers officer for Chubb Personal Insurance.
• Jennifer Naughton will lead personal insurance risk consulting services. Naughton is currently vice president and loss control services New York regional manager for Chubb Commercial Insurance.