The latest moves and appointments in wealth management in the Americas.

Glenmede
Glenmede has named Bethany Bryant as regional director of its Cleveland, Ohio office. 

Larry Hatch, who led the Cleveland market for 11 years, is continuing to serve Glenmede’s clients and the firm.  

With more than three decades’ industry experience, Bryant is joining from The Private Trust Company, an affiliate of LPL Financial, where she most recently served as president after co-founding the company.

Bryant reports to Adam Douberly, director of regional markets.

Along with its affiliates, Glenmede oversees $41.6 billion of assets under management for high net worth individuals, families, family offices, endowments, foundations and institutional clients. The firm is headquartered in Philadelphia and has offices in Ohio, Delaware, Florida, New Jersey, New York, Pittsburgh and Washington, DC.

Partners Group
Partners Capital, the US outsourced chief investment office firm, has promoted eight of its team to senior roles, including a partner and seven new managing directors. Several changes affected those working in the US.

The firm, which oversees more than $50 billion of assets, has a total of 18 partners and 25 MDs in its global leadership roster.

It has made Edmondo Barletta, who has been at the business since 2013, a partner. He joined the firm in London and relocated to Paris in 2019 to lead its continental European business. Before joining Partners Capital, Barletta worked at Bain Capital Private Equity in London, and at Bain & Company in Paris. 

At the managing director level, four senior principals based in Europe have been promoted: Joe Basrawy, Matt Libling and Louisa Saunders in the London office, as well Niccolò Frigieri in Paris.

In the US, Chris Bunzel, Pamela Haddad, and Steve Kaplan, all based in the Boston office, have also been promoted. 

Bunzel, who has been at the firm since 2012, joined as a member of client CIO and public equities teams. He leads the investment programs for several private and institutional clients in North America. 

Haddad joined Partners Capital in 2020 as head of people for North America; Kaplan joined the business in 2015 and is head of client operations in North America.

Libling, who joined in 2014, oversees multi-asset class investment portfolios for several UK private and institutional clients. He is a member of the firm’s private debt and alternative alternatives investment committee.