Stone and Youngberg appoints new wealth-unit COO

FWR Staff

25 January 2007

Priscilla Sporl tapped to provide "personalized client-service experience". Municipal-bond manager S&Y Asset Management has made Priscilla Sporl, formerly a v.p. in its compliance department, COO of its wealth-management unit S&Y Asset Management .

Expanding and maintaining

"As COO of the firm's burgeoning asset-management program, Priscilla will be responsible for expanding and maintaining a robust operational platform with a focus on providing our clients with a responsive and personalized client-service experience," says SYAM's CEO Thomas Lockard. "Priscilla's prior experience managing investment advisory and broker-dealer operations make her ideally qualified to provide operational and client administration leadership as we continue to grow."

Lockard, a long-time Stone & Youngberg executive, became CEO of SYAM in December 2006.

Sporl joined Stone & Youngberg in 2006. Her previous experience includes positions at Bear Stearns, TCW and NWQ Investment Management. She also co-founded Best Practices Consulting Group, which provides compliance and operational expertise to investment advisors, hedge funds and broker-dealers.

Stone & Youngberg was founded in 1931. Based in San Francisco, it has offices in Los Angeles, San Diego, New York, Chicago, Phoenix, Richmond, Va., and Annapolis, Md. -FWR