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Who's Moving Where In Wealth Management? Russell Reynolds, HSBC Private Bank, Others
Editorial Staff
18 July 2018
Russell Reynolds Associates Peapack-Gladstone Financial Corporation
Global executive search firm Russell Reynolds Associates, which covers sectors including financial services, has appointed Paul Ottolini as chief financial officer.
Previously Ottolini was the CFO of IBM's Global Business Services division. Before this, Ottolini was at Deloitte for over twenty years, where he held a range of financial, operational and client-facing roles.
Hawthorn, PNC Family Wealth
Hawthorn, PNC Family Wealth has Amy West to senior vice president and managing director.
Based in Naples, Florida, West serves as the managing director for the Florida market. She is responsible for the growth and operations of the business. A 15-year veteran of the wealth management industry, West was previously with PNC Wealth Management, where she served as an investment director and senior investment advisor.
HSBC Private Bank
HSBC Private Banking - Americas has appointed Carly McKeeman as philanthropic and family governance specialist.
She has more than 10 years of charitable planning and administration experience. McKeeman joins from Evercore Wealth Management, where she worked with ultra-high net worth families and their outside advisors on investment management and fiduciary planning matters.
Based in New York, McKeeman will report to Heather Flanagan, regional head of private wealth solutions for HSBC Private Banking, Americas.
In her new role, McKeeman will lead the development of the private bank’s philanthropy and family governance services.
Cambridge Trust Company
Massachusetts-based Cambridge Trust Company, the private banking and wealth management subsidiary of Cambridge Bancorp, has appointed John Sullivan as senior vice president and director of personal lending and Kerri Mooney as senior vice president and director of private banking offices.
The new hires will replace Thomas Johnson, the bank’s former executive vice president and consumer banking director, who left the company in June. Sullivan has more than 30 years of banking experience. He joins Cambridge Trust from Boston Private Bank & Trust Company. Mooney has nearly 25 years in banking. He was previously director of branches for HarborOne Bank, where she was responsible for service, sales, talent development, operations and risk management in its retail division.
Peapack-Gladstone Financial Corporation and has hired William M Robb as senior managing director and senior portfolio manager for Peapack Private, the wealth management division of the bank.
Prior this, Robb ran portfolios for Glenmede Trust for high net worth families and non-profit institutions. He was part of a 12-person team at that firm, based out of its New Jersey office for five years. He has held similar investment positions at Cornerstone Advisors and Morgan Stanley.