Northern Trust has hired Brian Heilman as a senior portfolio manager in their wealth management division. Based in Washington, D.C., Heilman will work closely with an integrated team of financial planners, trust advisors, private bankers and others to create and execute tailored investment programs for clients. With 24 years of investment experience, he most recently served as a senior portfolio manager for U.S. Trust, Bank of America Private Wealth Management.
Kleinberg, Kaplan, Wolff & Cohen, P.C., a New York law firm, has hired David Levy as a partner in the litigation department. Levy is a seasoned commercial litigator with more than 30 years of experience in dispute resolution and general corporate and business counseling. He joins the firm from Robinson Brog Leinwand Greene Genovese & Gluck, P.C., where he was a partner.
Fairhills Group, a White Plains, N.Y.-based alternative asset management firm, has hired Steven DiNunzio as principal and chief financial officer. DiNunzio will be responsible for overseeing all aspects of financial management, operations, accounting, auditing, compliance and reporting across all funds managed by Fairhills. DiNunzio most recently served as CFO of Diamond Notch Asset Management.
Executive Wealth Management has opened a new branch of the company in Rochester, Mich., led by Peter Mitroff and William Waggoner II. Mitroff serves as chief executive officer and specializes in IRA/401k distribution strategies and the emerging arena of multi-generational IRAs. Waggoner serves as chief financial officer and is a retirement plan distribution expert.
Geller & Company, based in New York, has appointed Jerry Leamon to the newly created position of vice chairman of Geller's Advisory Board. A 40-year executive with Deloitte, and partner for 30 years, Leamon most recently served as Deloitte's global managing director.
-Kathy Lynch