Who's Moving Where In Wealth Management? - JP Morgan AM, RBC Wealth Management, Others

Editorial Staff

20 June 2018

JP Morgan Asset Management
JP Morgan Asset Management has appointed Rob O’Rahilly as global co-head of asset management solutions.

He reports to Chris Willcox, chief executive of JPMAM, and is based in London. O’Rahilly replaces former global co-head of solutions Jed Laskowitz, who has transitioned to the role of CEO, intelligent digital solutions. Mike O’Brien continues as global co-head of solutions alongside O’Rahilly, having relocated from London to New York. O’Rahilly and O’Brien will, together, oversee business development and solutions design.

Patrick Thomson, head of international institutional at JPMAM, succeeds O’Brien as EMEA chief executive of the organization.

O’Rahilly has spent more than 20 years at JPMorgan Chase. Most recently, he was chief investment officer for EMEA and Asia, with responsibility for investment portfolio strategy, asset allocation and origination of the company's structural investment portfolio of more than $130 billion and managed a team of 60 investment professionals in more than 10 locations.

RBC Wealth Management
RBC Wealth Management has appointed David McClure as senior vice president and financial advisor.

McClure is based in the firm's Charlotte, North Carolina office and he joins from Wells Fargo Advisors, where he has been since 2007. He managed $110 million in assets.

Aspiriant
Aspiriant, a US-based independent wealth management firm, has appointed five new principals.

The new principals are:

- Lani Kapur Rains, manager of wealth management ;
- Melissa Punim, manager of strategic planning ;
- Natalie Morrella, manager of wealth management ;
- Nate Kublank, director of investment advisory ; and
- Ryan Benson, manager of wealth management .

The principals are responsible for improve the relationships between the professional advisors and the clients. All principals take on the financial responsibility of helping the firm remain permanently independent on behalf of clients and their people. The new principals are voted into the principal group by the existing principals. Aspiriant has 60 principals out of 180 professional advisors.

The firm has offices in Los Angeles, San Francisco, Silicon Valley, New York, Boston, Minneapolis, Milwaukee, Cincinnati, San Diego and Orange County.

Atria Wealth Solutions
Atria Wealth Solutions, a wealth management solutions firm, has appointed Matthew Bassuk as national director of recruiting, Brian Bichler as head of platform experience and Travis Grimm as head of program management.

Prior to joining Atria, Bassuk was the senior vice president and head of recruiting at Cetera Financial Group. Bichler will oversee the design and delivery of an integrated and optimized user experience, and Grimm will lead program management, business analysis and project execution.