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Who's Moving Where In Wealth Management? - Pritzker, Steward Partners, Others
Editorial Staff
14 May 2020
Steward Partners Pritzker Staff at the office include consultant Mark Brubaker, who has joined as managing director, senior consultant, and member of Verus' management committee.
Steward Partners Global Advisory, a wealth firm associated with Raymond James Financial Services, has opened its newest office in Norfolk, Virginia.
It has welcomed the Nottingham Wealth Management Group comprising George Nottingham, Susan Nottingham, and Michelle Huffman, who join the firm from Wells Fargo where they oversaw $220 million in client assets. Also joining the firm are Tommy Leeman, and Karen Bittenbender, who likewise join from Wells Fargo where they previously oversaw $61 million in client assets.
A veteran investment consultant, George Nottingham started his career at Bank of America Securities in 1986 as a financial advisor, before transitioning to Legg Mason with Susan Nottingham and Michelle Huffman, where he worked for seven years before joining Wells Fargo and forming the Nottingham Wealth Management Group in 2005.
Leeman started his career at AG Edwards in 1999, staying with them through the merger with Wachovia Securities, eventually ending up at Wells Fargo after Wells Fargo acquired Wachovia in 2008.
Steward Partners unveiled a new affiliate model in late 2019, which offers advisors the ability to run their own office and local profit and loss statement, while maintaining a connection to the firm's infrastructure.
Steward Partners Global Advisory has offices in Newtown, Connecticut, Washington, DC, Clearwater, Florida, Andover and Boston, Massachusetts, Baltimore and Bethesda, Maryland, Portland, Maine, Hendersonville, North Carolina, Keene, Manchester and Portsmouth, New Hampshire, Paramus and Morristown, New Jersey, Albany and New York City, NY, Plymouth Meeting, Pennsylvania, Austin, Dallas and Houston, Texas, and Norfolk and Richmond, Virginia.
Pritzker Private Capital, a direct investing shop, has appointed Jeff Carlson as director of technology, a newly-created position. PPC has also formed a technology group, dedicated to further strengthening its enterprise-level technology strategy.
As head of this new technology group, Carlson will oversee PPC’s IT team and will provide strategic and tactical guidance to PPC’s companies across this critical function, including cybersecurity protections, risk management and regulatory compliance, workforce tools and operational enhancements.
Carlson has served as director of information technology at Pritzker Group since 2014. Prior to that, he was vice president of information technology at SunTrust Robinson Humphrey. Before SunTrust, Carlson worked as a VP, TRS Technology at Bank of America. He graduated from Northern Illinois University with a BS in business administration and an MS in information systems.
In March the firm appointed Thomas J Leverton, an experienced business figure, to join its services team as operating partner. He co-leads this team in partnership with Ryan Roberts, investment partner - services. Leverton replaced Gregg Kaplan as operating partner on PPC’s services team. Kaplan recently became CEO of Valicor Environmental Services, a PPC company.
Verus
Verus, an investment consulting and outsourced chief investment office provider, has opened a new office in Pittsburgh, Pennsylvania, marking its expansion to the mid-west and the east coast.
Brubaker has been part of the Pittsburgh community for most of his career and and brings decades of consulting experience from his 23-year tenure with Wilshire Associates and his most recent role as managing director at PNC Institutional Asset Management. While at PNC, he led the OCIO business for their large client segment. Brubaker was a consultant at Wilshire from 1997-2019 and a member of its board of directors from 2016-2019. He headed its OCIO business and served on its investment committee.
Max Giolitti, chief risk officer, managing director, and Verus management committee member, will relocate from Seattle to join the Pittsburgh team. Giolitti, who joined Verus in 2011, has served as risk director for Microsoft Corporation and the Alaska Permanent Fund.
Verus has operated since 1986.