Crescent Grove Advisors
Crescent Grove Advisors, which serves UHNW clients, as well as foundations, institutions and endowments, has named Adam Lieb as chief business development officer.
Lieb, who is based in Lake Forest, Illinois, works with Crescent Grove's managing directors. Lieb will draw on his expertise in alternative investments to expand the reach of Barrett Upton Capital Partners, LLC, which was established by Crescent Grove in 2023 to provide turnkey access to investments in private markets.
Prior to this, Lieb was at BNY Wealth Management where he was senior client strategist for BNY’s global family office business. Previously, he worked at Fidelity Family Office Services for more than 13 years, most recently as vice president in charge of the Midwest. Earlier in his career, he worked at Private Client Resources, Banc of America
Crescent Grove Advisors has more than $5 billion in assets under management.
PNC
PNC Financial Services Group, which provides private banking and wealth management among its offerings, has appointed Mark Wiedman as president of the corporation and its wholly owned banking subsidiary, PNC Bank, National Association.
Mark Wiedman
The appointment takes immediate effect.
Wiedman will report to PNC chairman and CEO William S Demchak. PNC's primary operating lines of business and the regional presidents’ office will report to Wiedman.
The new president was previously senior managing director at BlackRock. Most recently, he was head of BlackRock’s global client business.
Raymond James
Raymond James recently welcomed financial advisor David Tam to the firm’s independent advisor channel.
Based in San Diego, California, Tam Wealth Management includes client service associates Jenny Yeager and Kaley Tiller.
Tam provides personalized financial services to clients ranging from business owners and individuals with sudden wealth, to pre- and current retirees. He has arrived from Edward Jones, where he previously managed more than $325 million in client assets.