People In The News
M Financial Group announced that R. Marshall Jones Inc., based in West Palm Beach, Fla., has become a member firm. The life insurance and estate-planning firm was founded in 1979.
Atlantic Trust, based in Atlanta, announced that three senior professionals have joined two of the firm's regional offices: Craig Falls as a senior vice president in Austin, Texas, and Steven Smith and Jeff Dillman as managing directors in Washington, D.C.
Glenmede, based in Philadelphia, announced that Gordon Fowler assumed the role of chief executive officer on January 1, 2010, as scheduled. He replaced the retired Al Piscopo and became the sixth person to lead the firm in its 53-year history.
Kanaly Trust, based in Houston, has hired Robert Shelton to direct the firm's expansion into New Mexico. Shelton was a senior investment officer with JPMorgan Private Bank and spent nearly ten years at AIM Investments as a senior portfolio manager and equity analyst.
Fortigent LLC, a Rockville, Md.-based provider of outsourced wealth management solutions, has been retained by Ballentine, an Atlanta-based independent asset strategy firm.