The first month of the year was a busy one for hires and moves in the North American wealth management sector.

Legg Mason appointed Regina Curry as chief diversity officer. Curry joined Legg Mason after serving as senior director of global diversity and inclusion at McCormick & Company, where she developed and implemented a multi-year global diversity and inclusion strategy.

Nomura named appointed Charlie McElligott as managing director and cross asset strategist for the firm’s global markets business. McElligott is based in New York and joined from RBC Capital Markets, where he was most recently managing director and head of US cross-asset macro strategy.

Pennsylvania-based Brinker Capital, an investment management firm, expanded its sales and investment teams with the appointments of Anthony Gonzales as regional director, Todd Cole as wealth advisory portfolio consultant, and David Hall as senior vice president and head of quantitative strategy. Gonzales is responsible for new business development and client service for Arkansas, Louisiana, Oklahoma, and Texas. He has 17 years of experience in the investment management industry. Prior to this, Gonzales worked at Global Financial Private Capital as a regional business consultant. He is based in Austin, Texas, and reports to Ed Kelly, executive vice president of national sales.

Cole is responsible for providing high net worth clients and prospects with information about Brinker Capital's customizable investment solutions and services. Cole is based in Berwyn, Pennsylvania, and has more than 12 years of industry experience. Previously, Cole worked as a financial advisor at Bank of America Merrill Lynch and Fidelity Investments. He also reports to Kelly. Hall works with the investment team to develop quantitative tools and provide analysis and recommendations to support Brinker Capital's risk-management and portfolio construction, manager research, and asset allocation processes. Hall is based in Berwyn, Pennsylvania, and reports to Jeff Raupp, director of investments. Prior to joining Brinker Capital, Hall worked at TFS Capital as a senior analyst and portfolio manager.

RBC Wealth Management appointed Troy, Caiaze & Reed Wealth Planning Counselors to its recently-opened Farmington, Connecticut office. Troy, Caiaze & Reed Wealth Planning Counselors is comprised of Joseph Troy, senior vice president and financial advisor, who has 35 years of experience; Robert Caiaze, senior vice president and financial advisor, who has 22 years' experience; Adam Reed, vice president and financial advisor, with 12 years of experience; and James McNair, vice president and financial advisor, with 24 years of experience. Bonnie Feinstein, client associate, also joined the firm.

Baird, an international, employee-owned wealth management firm, named John Taft as vice chairman and a member of its executive committee. Taft, who has more than 35 years of industry experience, pursues strategic business opportunities across Baird’s platform, focusing his attention initially on collaborating with Baird’s private wealth management leadership team to advance key priorities. He served as chief executive at RBC Wealth Management for more than 10 years (2005-2016). Most recently, he served in a consulting capacity for Deloitte & Touche.

Florham Park Wealth Advisors, an independent investment management firm affiliated with Wells Fargo, poached Dennis Hall from Merrill Lynch.

RBC Wealth Management hired Carlton Pace as managing director and financial advisor to its San Jose, California office. He joined from Wells Fargo Advisors, where he managed approximately $200 million in client assets. Accompanying Pace at RBC WM was Lisa Ball, registered client associate.

Steward Partners Global Advisory, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, hired Sarah Marks, director, Andrew Egber, senior vice president, and Miguel Lopez, vice president, from Wells Fargo, where they managed approximately $230 million in client assets. Marks and her team joined Steward's Washington office, while Egber and Lopez, who operate as the Egber-Lopez Investment Group, joined the firm's Bethesda, Maryland operation.

Guggenheim Investments, the global asset management and investment advisory division of New York- and Chicago-based Guggenheim Partners, appointed Brian Binder as a senior managing director and chief administrative officer. He is based in Guggenheim’s Chicago office. Binder has over 24 years of experience in the asset management industry. He joined from Deutsche Asset Management, where he was a managing director, president of the Deutsche Funds and head of US product, trading and fund administration.

Manulife Investments, a division of Manulife Asset Management, said Mikhail Zverev, the co-portfolio manager of the Manulife Global Equity Unconstrained Fund and the Manulife Global Equity Unconstrained Class, decided to leave Aberdeen Standard Investments in the second quarter of 2018.

O’Shaughnessy Asset Management appointed Patrick O’Shaughnessy as the firm’s chief executive. He succeeded Jim O’Shaughnessy, OSAM’s founder, who remained in his role as chairman and chief investment officer. Patrick O’Shaughnessy, previously principal and portfolio manager at OSAM, assumed all CEO responsibilities while working in close coordination with Jim O’Shaughnessy during a transition period that was expected to be complete by the end of March 2018. 

Texas-based advisor platform Kestra Financial appointed Kris Chester as chief operating officer. At Kestra Financial, she is responsible for ensuring the firm offers its advisors the latest technology and highest-quality service. She replaced the firm's former COO, John Vanderheyden, who is now executive vice president of Strategic Initiatives. Chester spent the past 18 years at Wells Fargo Bank. Most recently, she served as executive vice president, head of treasury management implementation and delivery, a position she held since 2012.

Investment firm Fidelity International appointed of Hugh Prendergast as global head of product. He reports into Bart Grenier, global head of asset management. Prendergast has over 20 years’ experience in asset management and has spent the last 16 years at Pioneer Investments. His most recent role was as head of strategic product and marketing, where he led the product development and marketing functions for Europe, Latin America, US offshore and Asia. 

Chicago-based Cresset Wealth Advisors, a registered investment advisory, appointed Jack Ablin as its chief investment officer. Ablin served as executive vice president and CIO at BMO Wealth Management for nearly 17 years.

HSBC Private Banking appointed Adam Gross as head of the investment counsellor and product specialist groups in the Americas. He reports to Russell Schofield-Bezer, regional head of investment services and product solutions. Based in New York, Gross leads the investment counsellor teams to help enhance cross asset investment solutions for high net worth and ultra-high net worth clients. 

Most recently, Gross was a managing director and head of the cross asset investment sales team for the Americas at Citigroup Private Banking. He was responsible for sales to Citi’s ultra-high net worth and family office clients across all asset classes including foreign exchange, rates, credit, equities and derivatives. Previously, he spent 20 years at JP Morgan and was head of the US global investment opportunities unit within the private bank, responsible for delivering bespoke investment solutions to its most active clients.

Northern Trust Asset Management appointed Darek Wojnar as head of funds and managed accounts. Wojnar oversees the development, distribution and management of the firm’s Northern mutual funds, FlexShares exchange-traded funds (ETFs), and managed accounts. He is based in Chicago, and will report to Shundrawn Thomas, president of Northern Trust Asset Management, whom he succeeds in this role. Most recently, Wojnar served as the head of ETFs at Hartford Funds. Previously, he was the managing director and head of single asset strategies at Lattice Strategies, which was acquired by Hartford Funds. 

Canandaigua National Bank & Trust appointed Roberta Langie Van Winkle as vice president of private banking. She has over 20 years of experience in private banking. Prior to her current role, Van Winkle worked as vice president of private banking at Wilmington Trust.

Mission Wealth, a US financial planning and investment management firm, appointed Steve Caltagirone as a partner. Caltagirone works in the firm’s San Francisco office and has been a client advisor with the firm since 2013. He has over 20 years of experience in the investment and financial planning sector. Prior to joining Mission Wealth, he helped launch Elmwood Wealth Management, where he served as a portfolio manager and financial planner. Earlier in his career, he also served as a client advisor with San Francisco-based Osborne Partners Capital Management.

Toronto-headquartered banking group CIBC brought in the following professionals have joined its CIBC Private Wealth Management team:
-- Rich Arnold, managing director and senior wealth advisor, St. Louis, MO;
-- Jacqueline Griffith Crowley, managing director and private wealth market leader, Minneapolis, MN;
-- Peter Kugeler, managing director and senior private banker, Boston, MA; and 
-- James “Jim” Thompson managing director and private banker, Cleveland, OH.

Arnold joined CIBC Private Wealth Management with more than 25 years of experience in the industry. As a senior wealth advisor, he serves as a leading coordinator of balance sheet management for successful families and businesses, integrating liquidity, credit and banking services with asset management, trust service and estate planning. Prior to joining our firm, Arnold worked at various privately held and international money center banks throughout the St. Louis area.

Crowley has over a decade of industry experience. In her role, she provides clients with private banking services - custom credit and investment solutions - in addition to helping them develop their estate and legacy plans. She works with both private equity professionals, as well as owners and executives of middle-market companies throughout Minnesota. Crowley joins CIBC Private Wealth Management from City National Bank, an RBC Company.

Kugeler joined CIBC Bank USA with more than 14 years of experience in the industry. In this role, he will work closely with CIBC Atlantic Trust relationship managers and their clients to advise on CIBC Bank USA’s banking and lending capabilities, focusing primarily on the strategic use of debt and deposits. Prior to joining CIBC Bank USA, Kugeler was a member of Morgan Stanley’s high net worth lending advisory team, where he was responsible for advising on complex lending strategies in the New England and Midwest regions. 

Thompson has over 30 years of industry experience. As a private banker for CIBC Private Wealth Management, he is responsible for creating customized credit, asset management and financial planning solutions for closely held business owners, corporate executives and affluent families. Previously, Thompson served as a senior vice president and private wealth advisor for Citizens Bank in Cleveland, Ohio.  He also served as vice president, director of private bank sales with Fifth Third Bank in Cleveland, Ohio.

New York-headquartered Blackstone said J Tomilson Hill, president and chief executive of Blackstone Alternative Asset Management, became chairman of BAAM.  John McCormick succeeded Hill as president and CEO of BAAM. Hill stepped back from his day-to-day role running BAAM, but will maintain strong relationships with BAAM’s investor base and hedge fund relationships.  

HD Vest Financial Services appointed Crystal Clifford as chief operating officer. Clifford is based in HD Vest's Irving headquarters and reports to Bob Oros, chief executive. She is responsible for overseeing brokerage operations, administration, compliance, technology, servicing, partner support, and trading units across the organization.

Law firm Scarinci Hollenbeck appointed Paul Lieberman as partner. Lieberman is located in Scarinci Hollenbeck’s Red Bank, New Jersey and Manhattan, New York law offices. Prior to joining Scarinci Hollenbeck, Lieberman was partner at Eaton & Van Winkle, where his practice focused on administrative, regulatory compliance matters, transactional matters, and all aspects of commercial litigation and ADR.  He has over 30 years of legal expertise.

US wealth management group HighTower brought an advisor team in Santa Fe, New Mexico into its network. The team is led by managing director Gayle Johnson. The team's practice was previously affiliated with Merrill Lynch Wealth Management, where they managed $115 million in client assets. Prior to this, Johnson spent almost two decades with Merrill Lynch Wealth Management. There she served as first vice president and wealth management advisor.

JP Morgan Securities appointed Jason Gordon and Thomas Scott Holstead to the firm’s operation in Houston. The duo were both previously part of a team at Merrill Lynch, where they were advisors that managed more than $2 billion in client assets. They report to David Jernigan, regional director.

Florida-based Trenam Law acquired a new shareholder at its private client services group in the person of Jennifer L Griffin. Griffin’s practice primarily focuses on wealth planning and preservation for individuals and families through the creation of customized estate plans. Her areas of work include advise around administration of estates, trusts and representation of fiduciaries. She has a JD from Stetson University College of Law and a BS, with honors, from University of South Florida.  She is listed in Best Lawyers of America in Trusts and Estates.

Chicago-based NOYES, a 110-year-old wealth management and investment banking firm, appointed Timothy Hoffman to its wealth management division. Hoffman joined the firm as a vice president after nearly two decades working as a wholesaler and financial advisor. He is based in the firm’s Elgin, Illinois office and provide wealth management counsel to select clients in the region.

First Republic Bank appointed Matthew Babrick and James Wilcox to First Republic Investment Management as managing directors. Babrick and Wilcox work in First Republic’s office in Century City. Both will provide investment management, retirement planning and other wealth management services to individuals, families, businesses, non-profits and foundations. Prior to this, Babrick worked for Goldman Sachs for more than 10 years and was vice president in the investment management division. Before that, he worked for Merrill Lynch in the private banking and investment group division.

San Francisco-based Union Bank appointed Ann Ormond Hamilton as a managing director and fiduciary management executive, and Peter Bogardus as a vice president and private wealth advisor. Both new hires are based in San Francisco. Hamilton reports to Kevin Rogers, a managing director who oversees all portfolio managers and trust officers at The Private Bank. Hamilton is responsible for managing a team of specialists in trust and estate services, wealth planning, and risk management. She joined from Pioneer Wealth Partners, where she most recently served as a director of strategic alliances. Bogardus reports to Lisa Roberts, managing director, and head of private wealth management for Northern California and the Pacific Northwest. Bogardus is responsible for providing high net-worth individuals, families, and non-profit organizations with tailored solutions that address their specific financial goals. He previously worked as a financial advisor at Wells Fargo and Morgan Stanley.

Stifel, which purchased Barclays’ US private banking arm in 2015, appointed financial advisors Tom Hankins and Jay Lauzon to its broker-dealer unit.

Withers, the international law firm, appointed eight new partners from its US and London offices:

-- James Dougherty, based in Greenwich, advises on estate planning and administration, probate matters and litigation arising from trust and estate succession issues; 

-- Lian Fang, based in New York, advises on wealth planning matters, often working with multi-generational families to assist them with transferring their wealth to younger generations.  Lian frequently works with Asian clients, including advising on preparation for investing in or moving to the US; 

-- Eva Farkas-DiNardo, based in New York, advises clients on personal and business tax planning across their international interests, including pre-immigration planning for those moving to the US, as well as voluntary disclosure and audits in relation to tax; 

-- Theda Fisher, based in New York, provides corporate immigration advice to a wide range of US and foreign businesses, and personal immigration advice to successful people; 

-- Elliot Galler, based in New York, advises US domestic and multi-national businesses and high net worth individuals on the tax implications of investing in the US and abroad, as well as providing tax advice on M&A transactions; 
-- Stephen Nerland, based in London, advises US nationals based in the UK on their US tax and estate planning, as well as advising non-US individuals on tax planning ahead of moving to the US.  Stephen also advises on US tax compliance and disclosure programmes; 

-- Jaime McLemore, based in London, advises US nationals based in the UK on their US tax and estate planning and compliance, as well as advising both individuals and organisations on charitable giving; and 
Vasiliki Yiannoulis, based in New York, advises individuals and corporate investors on commercial real estate projects, including advice on debt financing and other lending transactions.

Casoro Capital, a single family office, named Joy Schoffler as its chief strategy officer. Schoffler manages investor relations and develop new financial products. Prior to joining Casoro, Schoffler founded Leverage PR, a public relations firm serving the financial services, technology, real estate, and professional services sectors, where she played a pivotal role helping organizations achieve strategic objectives through communication advisory services.

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Michigan-based Range Bank promoted Scott Slattery to the position of trust and wealth management officer. Slattery is a graduate of Northern Michigan University, where he earned his Bachelor’s degree in accounting. He retired from the United States Marine Corps after 20 years of service in 2011 and has been an employee of Range Bank since 2014.

Ontario-based Empire Life Investments appointed Albert Ngo as portfolio manager of fixed income. Ngo has more than 10 years of investment management expertise and a strong background of analyzing corporate credit across multiple industries globally. His most recent experience includes co-managing a fixed income portfolio at a leading global investment firm. 

Canaccord Genuity Wealth Management (Canada) appointed Jaime Carrasco on as investment advisor and portfolio manager. With more than 20 years’ experience, Carrasco specializes in portfolio management and advisory solutions for high net worth clients in Canada and Latin America, and runs a discretionary fee-based business.

Commerce Trust Company promoted its president and chief operating officer, John Handy, to the posts of president and chief executive. He took over from existing CEO Ray Stranghoener, who  remained chairman. Handy reports to John Kemper, COO of Commerce Bancshares. Stranghoener, who has led Commerce Trust since 1999, continues to work with major client relationships and will also serve as a strategic advisor to Handy in his new role. Prior to joining Commerce Bank, Handy was chief operating officer and director of TIAA-CREF Trust Company, FSB, the Missouri-based trust subsidiary of the national teachers’ retirement fund manager.

Wisconsin-based Bank of Sun Prairie hired Dave Tiutczenko has been hired as the bank's new senior vice president-director of wealth management. Tiutczenko has been in banking for 15 years. His most recent position was with Annex Wealth Management, local media reports said. Prior to that, he was with The PrivateBank as managing director/had of private wealth where he led a team of advisors that worked directly with high net worth clients.

Miracle Mile Advisors has expanded its team by adding investment advisor Melissa Estrada. Estrada, who joins the firm's recently renovated West Los Angeles headquarters, specializes in working with clients to structure comprehensive, goal-based financial plans. She joined Miracle Mile Advisors from Edward Jones Investments, where she advised clients on investment allocation and planning.

PineBridge Investments, the US-headquartered firm, appointed Michael Karpik as new chief operating officer. Karpik is responsible for the firm’s global operations, finance, compliance, risk management, product management, funds, and technology functions. Based in PineBridge’s New York City headquarters, Karpik reports to CEO Gregory Ehret. Karpik brings 30 years of industry experience, most recently as EMEA chief executive for State Street Global Advisors, where he had overall responsibility for their investment management business in the region. 

Janney Montgomery Scott, the US wealth management house, recruited a total of 38 professionals to its private client group in the final three months of last year. The hires included 21 financial advisors, entrusted to oversee more than $1.95 billion of assets, as well as two account executives and 12 private client assistants. 

EY the principals and staff of RPR Partners LLP joined the EY Private Client Services practice that is based in San Diego. RPR founders and co-directors Robert P Regnery and Kenneth R Van Damme II, both previous EY professionals, returned to the firm after having built their independent tax advisory practice. The RPR firm focuses on serving high net worth clients throughout Southern California and beyond. Regnery has 30 years of experience advising clients including private and public companies. He started his career in Chicago with EY before moving to San Diego. After nearly ten years with the real estate practices of EY and Kenneth Leventhal, Regnery joined Peterson & Co where he led both the Real Estate Group and the Entrepreneurial Services Group before forming RPR Partners with Van Damme. Van Damme has more than 27 years of tax advisory experience in the real estate industry and with high net worth individuals. Prior to forming RPR Partners, he had been EY’s real estate tax compliance practice area leader for Southern California, and also served as an adjunct professor at San Diego State University teaching real estate finance and taxation.

Financial sector-focused law firm Sichenzia Ross Ference Kesner added a trusts and estates practices group that is made up of Robert Birnbaum, Todd Manister and Jodi Zimmerman, as well as paralegal, Jodie Shapiro-Shahar. The new group is designed to help the firm push into the area around wealth and estate structuring. Birnbaum, a veteran of the industry with a career of over five decades, joined after a decades-long career at Kantor, Davidoff, Mandelker, Twomey, Gallanty & Kokhba, PC.

Economic advisor Diane Swonk joined Grant Thornton as chief economist and is based in Chicago. Swonk worked with a range of companies throughout her career, most recently with her private consulting firm, DS Economics. Swonk and her team have transitioned to Grant Thornton from DS Economics. Previously, she was chief economist at Mesirow Financial and director of economics for Bank One Corporation. She served two terms as an advisor to the nonpartisan Congressional Budget Office and Swonk advises the Federal Reserve. She is a distinguished Fellow and past-President of the National Association for Business Economics (NABE) and a member of the Council on Foreign Relations. Swonk serves on the Sitting Committee for the Booth School of Business at the University of Chicago and advises the Department of Economics at the University of Michigan. She sits on the NABE Statistics and Policy Committees as well as the board for the NABE Foundation. 

TA Associates, the private equity firm, promoted six staff members in its US and UK offices. Patrick Sader was promoted to managing director from director. He is based in the London office of TA Associates (UK), LLP, focusing on investments in consumer, financial and business services companies across Europe and heading the firm’s effort in France. Sader was a Director at Argan Capital and a Senior Associate at Terra Firma Capital Partners. He also worked in the M&A Financial Institutions Group of Merrill Lynch.

Max Cancre was promoted to senior vice president from vice president. He is based in the London office of TA Associates (UK), LLP, focusing on investments in technology and data services companies across Europe. Prior to joining TA in 2010, Mr. Cancre worked in the investment banking division, structured finance group at Barclays Capital.

John W DiCola was promoted to senior vice president from vice president. He is based in TA’s Boston office, focusing on investments in technology companies in North America. Prior to joining TA in 2015, he was an associate at Hellman & Friedman, LLC and an analyst at Greenhill & Co.

Lovisa Lander was promoted to SVP from vice president. She is based in the London office of TA Associates (UK), LLP, focusing on investments in the healthcare and education sectors across Europe, as well as cross-sector Nordic investments. Prior to joining TA in 2010, Lander worked in the investment banking division, consumer products and retail group at Rothschild.

Alex Melamud was promoted to SVP from VP. He is based in TA’s Menlo Park, CA, office, focusing on investments in technology and technology-enabled services companies in North America. Prior to joining TA in 2009, he worked in the global technology investment banking group at Barclays Capital.

Amara Suebsaeng was promoted to SVP from VP. She is based in TA’s Boston office, focusing on investments in business, technology-enabled, information and other services companies in North America. Before joining TA in 2010, Suebsaeng worked in the investment banking division, global power and utilities group at Morgan Stanley.

First Republic Bank, a private bank and wealth management firm, hired Jeffrey Schottenstein and Stuart Wechsler of the Schottenstein & Wechsler Group as managing directors and wealth managers. Both of the new hires have more than 20 years of experience; they work in First Republic’s offices in San Francisco and Greenwich, Connecticut. The duo were most recently at Merrill Lynch as managing directors and private wealth advisor.

Fiduciary Trust Company International said its managing director and trust counsel Franckline Casimir-Benoit, CTFA began a four-year term on the American Bankers Association’s CTFA Advisory Board. The American Bankers Association provides trust and wealth advisors with the ability to obtain and keep the CTFA (Certified Trust and Financial Advisor) professional designation. Casimir-Benoit helps to shape the ABA curriculum for CTFA courses, and provide input on the ABA’s CTFA educational programming and industry events. Casimir-Benoit has more than 25 years of experience advising high-net-worth individuals and families. She joined Fiduciary Trust in November 2000 as assistant vice president and trust officer. 

Day Pitney, the law firm, elevated three of its attorneys to the status of partner. C John DeSimone, III is a litigation partner in the Parsippany office. He primarily represents clients in both real estate and business litigation matters. His real estate litigation practice includes commercial lease litigation, commercial real estate contract disputes, title disputes, construction litigation, environmental disputes and prerogative writ matters and zoning appeals. 

Susan R Huntington is a transactional partner in the Hartford office. She assists health care providers and managed care companies with the spectrum of business and regulatory needs, with particular experience in forming accountable care organizations and clinical integration networks. Huntington has focused her entire legal career in health law and has extensive clinical, business management, insurance, risk management and legal experience. She is also a certified physician assistant.

Amy R Lonergan is a trusts and estates partner in the Boston office. She assists individuals and families in all aspects of estate and tax planning. Her practice ranges from estate planning for individuals and young families to developing plans that incorporate sophisticated strategies to transfer wealth to the next generation while minimizing estate, gift and generation-skipping transfer taxes. 

Separately, Day Pitney appointed Amy Lonergan as partner. Lonergan is a trusts and estates partner in the Boston office. She assists individuals and families in all aspects of estate and tax planning. Primarily, she advises business owners, entrepreneurs and principals and partners of private equity firms in all aspects of estate planning and wealth transfer strategies. She regularly counsels fiduciaries and beneficiaries in connection with estate and trust administration, including post-mortem estate and tax planning, the probate process and preparation of estate tax returns. She is admitted to practice in Massachusetts.

US law firm Bressler, Amery & Ross, which offers private client services as well other business lines, promoted a raft of individuals to the status of principal and counsel. Joel M Everest, Logan M Fisher, David I Hantman, Preston Martin and Matthew I Penfield were promoted to principal. Emily J Bordens was made counsel. Everest joined the firm in February 2014.  His practice focuses on securities litigation, with a special focus in the defense of brokerage firms and financial institutions against claims asserted by customers in state and federal court and in arbitration proceedings throughout the country.  

Fisher joined the firm in August 2009.  His practice is primarily devoted to representing broker-dealers and financial advisors in securities litigation. Hantman joined the firm in September 2007 and was promoted to counsel in January 2017. His primary area of practice is securities litigation and arbitration. He represents broker-dealers and registered representatives in these forums, as well as in investigations and regulatory enforcement actions.

Martin joined the firm in February 2014. His practice focuses primarily on the defense of brokerage firms and financial institutions against claims asserted by their customers and former employees in court and arbitration proceedings across the US. 

Penfield joined the firm in February 2014. His practice focuses on labor and employment, litigation and immigration. Bordens joined the firm in February 2009. Her primary areas of practice include labor and employment and litigation.  

Union Bank recruited Bjorn Stehr as a director and private wealth advisor. Based in Seattle, Washington, he reports to Lisa Roberts, head of private wealth management for Northern California and the Pacific Northwest. 

Paducah Bank and Trust Company appointed Melinda Winchester as private banking relationship associate. Winchester worked at Lafser & Associates, a consulting firm out of St. Louis, where she was director of historic preservation. Most recently, Winchester was downtown development specialist and Paducah main street director for the city of Paducah.

Peapack-Gladstone Bank appointed David Santom as senior vice president and head of asset management at Peapack Capital, a subsidiary of the bank, which focuses on equipment finance and leasing. Based in Marlborough, Massachusetts, Santom is responsible for all aspects of the asset management operation at Peapack Capital including equipment valuations and reviews, portfolio analyses, end of lease negotiations, equipment inspections and dispositions. He most recently served as director of equipment management at Santander Equipment Finance, as well as at CIT Capital Equipment Finance, where he was responsible for all asset management functions of the business units.

Fidelity International appointed Bart Grenier as global head of asset management, a newly-created role at the firm. Grenier reports to Brian Conroy, president at Fidelity International. He joined from Fidelity Investments, where he held the role of head of investment solutions and innovation. He was previously chairman, chief executive and CIO at The Boston Company Asset Management, and was also CIO and managing director of DB Advisors at Deustche Asset Management.

BNY Mellon Wealth Management appointed Ed Kleist as regional managing director in Denver, Colorado. Kleist reports to regional president, Jim Barnyak.  Kleist focuses on M&A, family office, fiduciary and the non-profit space.

Strategic Wealth Partners Group, a Chicago wealth management firm, expanded into Milwaukee, Wisconsin, adding the team from Park Place Capital Management, an independent asset 

Fiduciary Trust, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, promoted Kevin Duncan to director of estate administration. In his new role, Duncan manages and develop all aspects of estate administration, and lead a team of estate specialists across the firm.  Duncan is based in New York; he reports to Gerald Joyce, national head of trust and estates. Prior to Fiduciary Trust, he served as a wealth advisory associate at Lazard.

Financial services firm Hirtle Callaghan, known for its outsourced chief investment officer (OCIO) model, appointed Jim Morris as senior client engagement director. In this role, Morris works with the head of client engagement, Erica Evans, and the firm's leadership to implement Hirtle Callaghan's Western Region strategy. Morris spent over thirty years at SEI Investments, serving as senior vice president in both the SEI institutional asset management group and SEI private bank unit.

Malvern Bancorp, the parent company of Malvern Federal Savings Bank, which has a private banking operation, appointed Julia Corelli to the boards of directors of the company and the bank. Corelli has been a partner at Pepper Hamilton for more than 23 years, with a practice focusing on counseling all kinds of investment vehicles on formation, regulation and operations, as well as business and transactions counseling to family offices and life science companies.

Bryn Mawr Bank Corporation appointed Jennifer Dempsey Fox as president of BMT’s wealth management division. Fox reports directly to chief executive Frank Leto. She has more than 23 years of experience in wealth management, working with and leading teams focused on developing and delivering financial solutions for high net worth individuals, families, and institutions. She joins BMT from PNC Asset Management Group where she was executive vice president and chief wealth strategist.

US law firm Seward & Kissel promoted Debra Franzese to partner. Franzese, who has spent her entire legal career at Seward & Kissel, is a member of the firm’s investment management group.
Washington-based Viridian Advisors, a wealth management firm, appointed Maureen Jones as a financial advisor. Originally from Alaska, Jones has worked with clients for over 30 years.

Franckline Casimir-Benoit, managing director and trust counsel at wealth manager Fiduciary Trust, began a four-year term on the American Bankers Association's CTFA advisory board. Her term on the ABA's CTFA Advisory Board ends on December 31, 2021. Casimir-Benoit joined Fiduciary Trust in November 2000 as assistant vice president and trust officer. She was promoted to managing director in November 2011 and became trust counsel in October 2013. 

Law firm Fried, Frank, Harris, Shriver & Jacobson appointed Darren Littlejohn as a partner in the derivatives and asset management practices, based in the New York office. Prior to this, he worked at Blake, Cassels & Graydon, where he was a partner in the financial services practice.