People On The Move
Wilmington Trust hired Lawrence E. Gore as managing director and senior private client advisor in the company's Wealth Advisory Services business in the Northeast. Gore was most recently head of wealth management at Herald National Bank. Wilmington Trust also announced that Pete Dawkins, former vice chairman of Citigroup Private Bank, has joined the advisory board of Wilmington Trust FSB, New York.
Convergent Wealth Advisors hired attorney Sisi Tran to lead the firm's estate planning services. She was previously with Proskauer Rose LLP.
Greenspring Wealth Management hired Laura Stoner as client service manager. Stoner was previously with T. Rowe Price Investments for nearly six years.
Baird wealth management hired 30-year financial services veteran William H. Sewell as senior vice president. Sewell, formerly a Morgan Stanley Smith Barney manager, will open a new Baird office in Raleigh, N.C.
U.S. Trust, Bank of America Private Wealth Management hired Henry Woodward Middleton Jr. as market executive for the Palm Beach and Treasure Coast, Fla., markets, and added six senior-level wealth managers to various offices. Middleton was previously vice president and senior banker at JP Morgan Private Bank in Palm Beach. The six new wealth managers are: Tom Finney, Baltimore market director; Jan Carmen, private client advisor, and Kevin Hilderman, private client manager, in San Diego; Kevin Ta, market trust director, and Ned Muskie, private client advisor, in Washington D.C., Maryland and Virginia; and Susan Bumbiner, senior portfolio manager in Houston.
Atlantic Trust hired Adam Karpf as portfolio manager and Clayton Santimore as senior investment analyst. Karpf was formerly with Magnetar Capital and Santimore was formerly with Fidelity Management and Research Company.
Bessemer Trust hired Charles D. Bryceland as principal and business development officer of the firm's New York office. He formerly headed wealth management at Fieldpoint Private.
Pathstone Family Office Launched
Pathstone Family Office, with offices in New York City, Atlanta and Englewood, N.J., has been launched by two former executives of Harris myCFO.
The firm was founded by Steve Braverman and Allan Zachariah, who each have more than two decades of experience advising affluent families. Zachariah, former managing director of Harris myCFO, has spent more than 28 years designing wealth transfer strategies for wealthy families. Braverman, former president of Harris myCFO Investment Advisory Services LLC, has more than 20 years experience working with family offices on wealth management issues.
"We started Pathstone because we saw the need for a truly independent wealth management firm that could serve as a steward and trusted advisor to high-net-worth, multigenerational families," Zachariah said.