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On The Move

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CIBC Shuffles U.S. Private Wealth Leadership Team Nationwide

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CIBC's U.S. Private Wealth unit tapped the division's president, Eric Propper, to lead its Chicago headquarters.

Withers Expands L.A. Law Office With Three Strategic Hires

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Withers hired partners Deborah Greaves and Joe Tagliaferro and special counsel Barry Brust.

Former U.S. Navy Pilot Joins Keel Point As Family Office Counsel

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Keel Point hires former U.S. Navy carrier pilot as family office counsel.

Carolyn Reers Joins Wiggin And Dana

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Carolyn Reers has joined Wiggin and Dana as a private client services partner.

Boston Private Adds Senior Wealth Advisor

by PW Staff

The new advisor will be based in Beverly Hills, Calif.

SunTrust Banks Expands In California

by PW Staff

The Atlanta-based bank is adding to its private wealth management presence in California.

SunTrust Banks Expands Presence In Ohio and Kentucky

by PW Staff

Two new SunTrust Private Wealth Management offices have been opened in Cleveland and Cincinatti.

Goldman Sachs Promotes Two In Private Wealth Business

by PW Staff

Simon Osborn and Katie Hyde were named regional heads in Los Angeles and San Francisco.

Withers Bergman Hires Estate Planning Attorney

by PW Staff

Amy L. Hespenheide will focus on high-net-worth clients.

CIBC Rebrands Atlantic Trust

by PW Staff

CIBC Atlantic Trust Private Wealth Management will operate under CIBC Private Wealth Management name.

Oxford Financial Group Adds New CIO

by PW Staff

Marcos Nogues will be in charge of long-term planning and investment management for the firm.

Foresight Wealth Management Names JD Slatter As Partner

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Slatter will also serve as a wealth advisor for the Utah-based firm.

CIBC Adds Two Bankers In Denver

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The Toronto-based firm is expanding its commercial and private banking services in the U.S.

Katten Adds Brittain To California Trust And Estates Practice

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Cynthia D. Brittain, a Northern Trust vet, has counseled clients on estate designs and wealth transfer strategies.

Chris Light Named Partner At Foresight Wealth Management

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Light previously served as senior vice president and wealth advisor for Salt Lake City’s Lefavi Wealth Management.

Boston Private Wealth Names CIO, COO

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Shannon Saccocia was named chief investment office and Tom Anderson was named chief operating officer.

John Mallory To Head Goldman Sachs Private Wealth Management In The Americas

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Mallory will lead the expansion efforts for high-net-worth families, foundations and endowments.

Amanda DiChello Joins Cozen O'Connor Law Firm

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The move is part of Cozen O'Connor's expansion of its private client services.

Glenmede DC Office Adds VP, Wealth Advisor

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Glenmede's Washington, D.C., office adds a new vice president and wealth advisor Richard "Dutch" Miller.

Black Creek Group Teams Up With Steve Stroker

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Black Creek appoints Steve Stroker as vice chairman of Black Creek Capital Markets.

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