Here is a summary of moves in North America's wealth management industry in the period from January 2 to 13.

Bank of the West Wealth Management recruited Whitney Rohrer, Neil O'Keeffe, and Chuck Wong, as market leaders.

Rohrer began her financial services career as a financial advisor in 2005; O'Keeffe has more than a decade of wealth management experience assisting families, business owners and foundations. Wong’s 12+ years of financial services management experience including vice president at a major US banking firm and a global bank. Rohrer began her financial services career as a financial advisor in 2005 and has worked at Wells Fargo and American Express. Reporting to Cheryl Farley, regional manager, new market leaders are responsible for leading teams in the delivery of private client services to affluent and high net worth individuals.

Halbert Hargrove, a fiduciary investment management and wealth advisory firm headquartered in Long Beach, California, hired Robert Douglis as a regional director. In his new role, Douglis serves as an investment adviser to individuals and institutions, working with a client base that includes entrepreneurs, professionals, technology company executives and retirees.  Previously, Douglis served as an investment consultant at TD Ameritrade.

BNY Mellon Wealth Management promoted the head of its Rocky Mountain region to lead its national sales and business development team. Scott Fleming oversees nearly 150 sales professionals across the US and reports to Tom Dicker, president of US markets for BNY Mellon Wealth Management. He took over from former national sales director Don Quattrucci, who is now CAO for US Markets. Fleming has worked in financial services for 28 years, and joined BNY Mellon in 2015 as Rocky Mountain regional president based in Denver and responsible for Colorado, Wyoming, New Mexico, Montana, North Dakota, South Dakota and Kansas. 

Dynasty Financial Partners brought newly-formed Claybrook Capital to its network of advisory firms. 
Based in Boston, MA, Claybrook Capital was launched by Jerry Nigro and he joined Claybrook Capital from Robertson Stephens where he was a managing director and investment advisor from 2015.  Also joining from Robertson Stephens were Virginia Madden, MD at Claybrook Capital. Prior to Robertson Stephens, Nigro spent seven years at UBS where he was a senior vice president and senior portfolio manager; before that, he was at Goldman Sachs for eight years. 

BNY Mellon Wealth Management appointed Michael Silane as regional managing director for portfolio management in the Southwest US.  Silane works with six portfolio teams across the region on investment and wealth planning as well as risk management in serving clients. He reports to Shannon Kennedy, president for US Southwest. Silane joined BNY Mellon in 2003.

The Rockefeller Foundation chose as its president a figure who led responses to recent humanitarian crises such as the 2010 Haiti earthquake and West Africa Ebola outbreak. The 13th president of the foundation, now more than a 100 years’ old, is Dr Rajiv J Shah, current administrator of the US Agency for International Development, and a member of the Rockefeller Foundation board of trustees. 

 State Street appointed John Plansky as head of State Street Global Exchange, the provider of data and analytics solutions for institutional investors. Plansky reports to executive vice president Lou Maiuri. Previously, Plansky was at PricewaterhouseCoopers where he led the US strategy business and US global platforms business and was a member of the advisory financial services teadership team.  Prior to the acquisition of Booz & Co by PwC, Plansky was a senior partner at Booz & Co, leading its technology practice and serving as a senior advisor to global financial institutions such as State Street. 

Deutsche Asset Management appointed David Bianco as chief investment strategist for the Americas and head of US equities. Bianco has more than 20 years of investment research experience and a decade of experience as an equity strategist. Since 2012, he has been Deutsche Asset Management's US equity strategist. 

Raymond James recruited Katherine Fisher-Schultz to join its Portland, Oregon office. Fisher-Schultz joined from Morgan Stanley, where she had managed more than $170 million in client assets. She began her career in financial services in 1998 as a sales assistant with Prudential Securities and became an advisor in 2000. In 2004, Fisher-Schultz joined Smith Barney, which in 2009 Citigroup sold to Morgan Stanley. 

US-headquartered professional services firm Sikich has a new chief executive at the helm in the person of Chris Geier, who replaced Jim Sikich. Geier is due to retire from the eponymous business at the end of 2017. The firm’s partners elected Geier to the role of managing partner and CEO last May. Prior to becoming CEO, Geier was partner-in-charge of the firm’s advisory services and investment banking practice and a member of the executive board. Geier has held C-level operating roles at both private and publicly traded companies and has more than 20 years of experience in mergers and acquisitions and capital raising transactions across multiple industries. He joined Sikich in 2008.