Robert Fritz was named head of executive advisory; he has more than 30 years of experience at Goldman Sachs Ayco  Kevin Tompkins re-joined as a senior cybersecurity specialist from Wells Fargo. Christie Houlihan joined as a senior family office advisor from EY, specializing in family office design and succession planning. 

Goldman Sachs appointed one of its senior figures, Brittany Boals Moeller, as region head of private wealth management, San Francisco. Moeller was region head for the Southeast in the US and head of its global PWM strategy for NextGen clients. She served as co-chair of the PWM Women’s Council since its inception in 2019, and joined Goldman Sachs in 2007 as an analyst, becoming a partner last year. Hunter Pierson took up her position as region head for the Southeast, PWM. Pierson is a private wealth advisor in the US group’s Atlanta office, advising ultra-high net worth families, institutions and foundations. 

Janney Montgomery Scott appointed Tony Miller as CEO. He continued as president, a position he held since 2023. Tim Scheve, who joined the firm’s board of managers as an independent board director, was CEO and president from 2007 to 2023.

KKR, aka Kohlberg Kravis Roberts, appointed Guy Metcalfe, senior advisor. He focuses on areas such as real estate. Previously, he was an MD at Morgan Stanley. 

The global head of Citi Private Bank, Ida Liu, left after almost 20 years at the US organization. The lender also made other changes in its private bank and wealth business. Liu had held her last position since April 2021, prior to which she was head of Citigroup’s private bank in North America. Four Citi Private Bank geographies report directly to Andy Sieg, head of wealth at Citi: 1) Japan, Asia North, Australia, and Asia South, 2) Latin America, 3) North America and 4) the UK, Europe and the Middle East. These are led, respectively, by Steven Lo, Antonio Gonzales, Cayman Wills and James Holder. Christian Zeinler, who joined as head of strategy for Citi Wealth and head of business execution for Citi Private Bank, reports to Sieg. The Family Office Group became part of the Integrated Client Engagement group, led by Dawn Nordberg. Hannes Hofmann, who heads the Global Family Office Group, reports to Nordberg. Johnathan Peterson, strategy partner, moved into a new role as head of financial planning on the Investment Solutions Team, reporting to Keith Glenfield. 

Citi completed its sale of Citi Trust to JTC, the trust business led by Rob Laughlin, who reports to Valentin Valderrabano and the chief operating officer operation. The bank’s wealth business also welcomed Anne McCosker as its new head of lending.

Global investment firm Carlyle appointed a managing director and Asia-Pacific head for its wealth arm. Brad McCarthy joined as MD, head of APAC, for its Carlyle Global Wealth business. McCarthy, who is based in Singapore, has more than 25 years’ wealth and asset management industry experience. He joined from Citi Private Bank and Global Wealth, where he was MD and APAC head of alternative investment sales.

Michael P Lyons, president of the PNC Financial Services Group, left the US lender.

B Capital, an investment firm, appointed Yan-David Erlich as general partner, based in San Francisco. Erlich is an experienced technology and AI investor and a four-time venture-backed founder and CEO. Erlich was most recently the chief operating officer and chief revenue officer at Weights & Biases, an AI developer platform.

Argent Financial Group added Keating Lowery as senior vice president and relationship manager at Argent Trust Company in Memphis. Lowery has 15 years of trust administration experience, including the past decade as a trust relationship manager at First Horizon Bank. 

Newly-created Pepin Family Office, formed by Tampa Bay businessman and philanthropist Tom Pepin, named Tom Lee as its chief executive. Lee served in the Florida Senate as a Republican for 18 years in two separate terms, first from 1996 to 2006 and again from 2012 to 2020.

Envestnet, the US platform and tech group that was bought by Bain Capital in 2024, appointed Chris Todd as its new permanent CEO. He took over from Jim Fox, who served in the role ad interim. Todd most recently served as chief executive of UKG , a privately held software company.

Rockefeller Global Family Office, the wealth management division of Rockefeller Capital Management, added two private advisor teams – Heritage Wealth Partners of Houston, Texas, and Venetos Wealth Partners of New York. Heritage Wealth Partners includes private advisor and managing director Charles Vetters, private advisor and senior vice president Mark Dahl, and senior client associate and associate vice president Maria Navarro. They report to Michael Armondo, Central Divisional director of Rockefeller Global Family Office.  

In the case of Venetos Wealth Partners, it includes private advisor and MD Jim Venetos, private advisor and senior vice president Peter Venetos, and senior client associate and associate vice president Tegest “TJ” Asefa-Brown. The team, which was previously with JP Morgan Wealth Management, report to Michael Outlaw, head of enterprise strategic growth and New York metro divisional director of Rockefeller Global Family Office.

Denise E Chambliss joined BakerHostetler’s San Francisco office as a partner in its tax practice group and a member of the private wealth planning team. Chambliss, who has more than 25 years of litigation experience, joined from a multiservice law firm, where she was the founding chair of its trust and estate litigation practice group.

InspereX, a tech-driven fixed income and structured products distribution and trading firm, appointed Scott Mitchell as its CEO. Mitchell took over from John DesPrez, who retired after serving as the CEO since his appointment in January 2015. 

CG Financial Services, an RIA, appointed Scott Hiipakka as president and chief operating officer. Prior to this, Hiipakka was CEO of the Michigan Israel Business Accelerator, a non-profit economic development organization. Hiipakka has extensive leadership experience and is a major general in the Michigan Army National Guard, where he oversees mission operations.

Baird, a wealth manager and provider of financial services including investment banking, added the OARS Group and The Little Morris Group to its embrace. OARS is located in Danvers, Massachusetts; The Little Morris Group is in Scottsdale, Arizona. The OARS Group came from Janney Montgomery Scott. Robert F Clark and E Alan Freeman joined as senior vice presidents and financial advisors, and Brian E Glavin serves as a financial advisor. They are supported by senior client specialists Heidi A Riley and Lisa M Morgan. 

The Hittle Morris Group came from Wells Fargo. Julie Hittle and Jennifer Morris joined as director and financial advisor. Brown Advisory named Logie Fitzwilliams as its co-CEO to serve alongside long-time CEO Mike Hankin, as part of its new leadership structure. Based in Baltimore, Hankin has served as the sole CEO and president since the firm became private and independent in 1998. Fitzwilliams started with Brown Advisory in 2003 as an equity research analyst, supporting the firm's US equity strategies. Most recently, he served as the UK-based head of international business and global head of sales. 

Kestra Financial said John V Amore, its head of wealth management, would become president from the start of April. He will replace Stephen R Langlois, who is retiring at the end of 2025. 

Merrill Wealth Management launched its UHNW Advisory Group, a team of specialists who will partner with advisors. As part of the launch, Rob Romano, head of capital markets investor solutions for Merrill, leads the group and reports to Brian Partridge, head of investment solutions group specialists. Bank of America said Ed Riley, a former wealth management figure at the bank, returned after a spell at Citigroup. Riley was named head of investment solutions group, capital markets. He reports to Nancy Fahmy, head of the ISG, and is based in New York. Prior to this, Riley was head of wealth markets for the Americas at Citi Wealth, focused on UHNW clients. Working in the sector for almost 25 years, Riley spent nearly 20 years at Bank of America and Merrill. Most recently, he was the head of markets product origination within the global wealth and investment management division. 

Jessica Mullin joined the ISG as a capital markets strategist. Mullin is based in New York. She reports to Rob Romano, who leads capital markets investor solutions and the newly-formed UHNW Advisory Group. Previously, Mullin was the head of capital markets sales at UBS. 

The Private Equity Women Investor Network made two board appointments: Eileen Mancera, managing director, North American business development at Pemberton Asset Management, and Sarah Samuels, partner, NEPC. They serve a four-year term. Mancera is a founding member of PEWIN; Samuels served on the PEWIN steering committee and co-leads the organization’s membership committee and Boston chapter. 

Azarias Capital, a boutique small cap value equity manager based in Berwyn, Pennsylvania, appointed Jocelyn Dalkin as chief operating officer and financial officer. Dalkin, who was formerly CFO and chief compliance officer Millrace Asset Group, has 25 years of experience in accounting, finance, compliance and operations. A Certified Public Accountant, Dalkin has worked at Cipperman Compliance Services, TC Partners and Bluefin Investment Management. Azarias also promoted Dan Petruzzi to partner. Petruzzi joined Azarias in 2023 as associate portfolio manager.

Raymond James welcomed financial advisors John “David” Veitch and Drew Veitch to its employee advisor channel. Based in Tulsa, Oklahoma, the team was joined by David Veitch’s brother, client service associate Scott Veitch. Mary Lauritano, an advisor in Florida, joined the employee advisor channel of Raymond James. She leads Lauritano Wealth Management of Raymond James; she was joined by senior client service associates Natalia Morales and Melody Price. The firm also welcomed financial advisor Chris Helton to its independent advisor channel. As Helton Wealth Management, based in Huntsville, Alabama, Helton provides financial planning and guidance to a variety of clients, specializing in high net worth individuals and business owners and those nearing or in retirement. 

Ocorian, which provides asset servicing for private markets and corporate and fiduciary administration, added Lynne Westbrook to the team as head of fund services in Dallas. Prior to joining Ocorian, Westbrook was a director in private markets at Aztec Group. She also worked in the UK as a vice president at JP Morgan and has worked at LoneStar and SS&C. 

Cetera Financial Group brought Jennifer Read, Terri Steele and their team into the firm. The team joined from Osaic. 

Savant Wealth Management, an RIA, named Zach Ivey as its chief investment officer. Ivey joined Savant in 2023 when it bought Alabama-based Bridgeworth Wealth Management. He was previously chief investment strategist and is a member-owner of Savant. 

Private Advisor Group, an RIA, appointed Dave Carratt as director of advisor growth and engagement, and David Bogdanov as business development consultant.

Global business advisor EisnerAmper announced that PJ Manchanda joined the firm as a tax partner in its private client services group. With about 15 years of experience, Manchanda specializes in tax advisory for high net worth families and privately owned businesses. 

Brown Brothers Harriman added Alex Rohr to its corporate advisory and banking team in Philadelphia as a managing director. Prior to this, Rohr was at Merion Investment Partners, a lower middle market private debt and equity investment fund. 

Citi Wealth appointed a former senior JP Morgan figure, Marc Turansky, to the newly-formed role of head of investment advisory programs for its investment solutions arm. Based in New York, he reports to Keith Glenfield, global head of investment solutions at Citi Wealth. Turansky was previously managing director, head of advisory programs, JP Morgan Wealth Management, where he worked for 12 years.

US-based Orion, a provider of transformative wealth tech solutions for fiduciary advisors, appointed Arun Anur as chief operating officer. Anur has more than 30 years of industry experience. Most recently, he was chief operating officer at Envestnet, Yodlee, where he managed global services, including solution consulting, professional services and customer support. 

Connecticut-headquartered Procyon Partners, an RIA, appointed Mark Sullivan as senior vice president and senior private wealth advisor. His background includes over a decade at UBS.

Californian trust and estates firm Hoffman Sabban & Watenmaker – founded in 1981 – joined international law firm Withers. The joiners are based in Los Angeles and formed a practice of eight lawyers, three paralegals and additional team members. 

The partners include:
-- Paul Gordon Hoffman, who advises on domestic and international tax, estate planning, trust administration and probate, and charitable planning; 
-- Alan Watenmaker, who advises on tax, gift and estate planning, trust administration and probate, and charitable planning; 
-- Chang Chae, who advises on domestic and international estate planning, trust administration, business succession and tax and charitable planning; and 
-- Eric Tokuyama, who advises on tax, estate and property tax planning, trust and estate administration, and trust and estate litigation.

The team also includes attorneys Mary Ramsden, Renee Wittlif, Garen Kirakosian and Aubrey Van de Wetering.

KeyCorp appointed former Frist Republic figure Robert Weiss as head of Key Family Wealth, the business concentrating on ultra-high net worth clients. Gary Poth, who formerly held the position, left last summer. Weiss is based in New York City and reports to Key Wealth president Joe Skarda. Weiss was at JP Morgan Wealth Management , where he was regional business leader covering New York, New Jersey and Connecticut.