People Moves
Summary Of Weekly Moves In North America Wealth Management - Dec 10 - 16

Here is the latest weekly roundup of moves and appointments in the North America wealth management sector.
Raymond James & Associates hired John Solomon, Phil Greer, Bill Dukelow, Hamilton Neal, Samantha McMillan and Lindsay Navin. They previously worked as a team at Wells Fargo Advisors, managing approximately $288 million in client assets, with $1.7 million in annual production.
PCR, the provider of TotalWealthViews ™, a wealth data
aggregation and reporting service for advisors to ultra-high net
worth clients, appointed Bob Miller to take over from Rob Fiore
as chief executive. Miller was previously the founder and CEO of
CorrectNet and a pioneer in ultra-secure client, PCR said, in
reporting solutions for top-ranked global institutional wealth
managers.
Last year, Miller joined PCR as its vice chairman and strategic
advisor.
TIAA Global Asset Management named Vijay Advani as its new president and chief operating officer.
Advani has more than 20 years of experience and joined from Franklin Templeton Investments where he served as co-president and was responsible for long-term strategic initiatives, investment management, trading and global retail and institutional distribution. In his newly-created role, he leads global distribution, management committees, and drive data. He reports to Rob Leary, chief executive of TIAA.
Goldman Sachs elevated David Solomon and Harvey Schwartz to president and co-chief operating officer positions, in addition to naming Marty Chavez deputy chief financial officer, and Richard Gnodde and Pablo Salame vice chairmen. Schwartz remains chief financial officer through to April 2017. Chavez was due to assume Schwartz’s full responsibilities once the transition was officially made. Gnodde and Salame continued in their current respective roles as co-chief executive of Goldman Sachs International and co-head of the investment banking division, and global co-head of the securities division, in addition to serving as vice chairmen.
BNY Mellon appointed Michael BenShimon and Anthony Tanner as senior wealth managers. The pair serve in Nevada and Arizona respectively and report to team leader Ryder Donohue. BenShimon was previously vice president and investment strategist at Wells Fargo. Tanner was a senior client advisor at BMO Private Bank in Scottsdale before joining BNY.
Aberdeen Asset Managementrecruited John Campbell as global head of strategic clients and Jeff Klepacki as head of distribution for the Americas, while Antony John and Richard Pursglove joined on a consultancy basis.
Campbell was previously business head of global services, UK, Middle East and Africa at State Street. Klepacki was previously a director at Capital Group, while John formerly served as chief executive of BNP Paribas Investment Partners/FundQuest. Pursglove served as head of retail at Artemis Investment Management among other senior distribution roles.
Global X Management, a New York-based provider of exchange-traded funds, appointed three new regional directors. Kize Behrends joined from Deutsche Bank, where he was the first ETF regional vice president. In his new role, he serves as regional director in the Midwest region of the US.
Devan O'Dowd joined from Cedar Capital, an ETF strategist and liquid alternative provider, where he was a director and product specialist. John Stec was most recently executive vice president at Accuvest Global Advisors, where he led the firm's US sales and marketing efforts.
The Palisades Group promoted two members of staff; Justin Bodiya who is now be chief operating officer, and Sally Kawana who serves as chief financial officer. Bodiya was previously head of operations and director in the portfolio management group, while Kawana was head of capital markets and transaction management.
RBC Wealth Management recruited a former Merrill Lynch advisory
team to join its Walnut Creek, California office. The East Bay
Wealth Management Group is comprised of financial advisors David
Persin,
Ted Simos, Kim Beatty and Zach Persin, as well as senior client
associate Amber Strock and client associate Joan Strom. All
previously worked at Merrill Lynch.
US Bank appointed Gunjan Kedia as vice chairman of its wealth management and securities services division, replacing Terry Dolan who became the bank’s chief financial officer. Kedia, who has more than 20 years of financial services experience, was most recently executive vice president at State Street. Based in Minneapolis, she reports to Andy Cecere, president and chief operating officer of US Bank.
Cross Ocean Partners, a credit-focused asset management platform, appointed Brandt Wilson as a partner and head of hard asset investment strategies. Prior to joining the firm, Wilson was a senior managing director at Castlelake, a private investment firm, where he was co-head of global aviation investment efforts. Most recently, he acted as a managing director and co-head of BoAML's North American illiquid credit trading group. He has 23 years' experience in the financial services industry.
RBC Wealth Management appointed David DePaul as senior vice president and a financial advisor within its Florham Park, New Jersey office, according to Steve Ornstein, director of the Florham Park complex. DePaul has nearly 24 years of experience and joined from UBS Financial Services.