Richard Attias & Associates will hold its second annual New York Forum--this year's theme is "Committed to Growth"--June 20-21 at the Grand Hyatt Hotel in New York City. Produced in collaboration with The New York Times, the forum will focus on the role of entrepreneurship in driving economic change, the relationship between business and government, and the dynamics of major emerging economies such as Brazil and China. Go to www.ny-forum.com for more information.
On The Move
Neuberger Berman Group LLC, an employee-owned asset management firm based in New York, has hired Eli M. Salzman as a managing director and portfolio manager specializing in U.S. large-cap value equity strategies. Previously, Salzman was a partner at Lord, Abbett & Co.
Oxford Financial Group, a multifamily office based in Indianapolis, Ind., has acquired Crowe Wealth Management of Grand Rapids, Mich. The merger has brought another $1 billion in assets and an additional 60 individual, family and institutional clients to Oxford, which has oversight over more than $13 billion in assets for about 550 clients in 34 states.
Reliance Trust Company, a subsidiary of Atlanta-based Reliance Financial Corporation, has acquired Harrington Wealth Management Company, an operating subsidiary of Pacific Western Bank, which provides trust and investment management services to individuals and institutional clients. Wealth managers Richard E. Harrison, David R. Goodman and Larry O'Callaghan have joined Reliance Trust's wealth management team.
HighTower, an advisor-owned financial services company based in Chicago that serves high-net-worth and institutional clients, has named Matthias Paul Kuhlmey, a partner and managing director at HighTower, head of the company's newly established Group Investment Solutions division. Previously, Kuhlmey worked for UBS's Private Wealth Management Office in New York and oversaw the New York-based Domestic Private Banking Team at Bank Julius Baer.
--Cort Smith