HighTower added the advisor team of David Molnar and Drew Nordlicht in San Diego. Joining as managing directors and partners, the Molnar/Nordlicht Group manages more than $330 million for corporate executives, entrepreneurs, venture capital firms and high-net-worth families. Molnar and Nordlicht most recently served as first vice presidents of investments and corporate services financial advisors at UBS.
BNY Mellon has hired Christopher Ross as a senior portfolio manager in the company's Washington, D.C., wealth management office and Thomas Fay as head of its regional wealth management office in Providence, R.I.. Ross will lead client relationships and investment strategy. Previous positions include client investment management with Wells Fargo Private Bank, and office manager for the Washington branch of Neuberger Berman. Fay will lead client relationship management and strategy with a focus on expanding business throughout New England. Fay previously served as head of private bank and trust services and chief investment officer for Citizens Bank.
Northern Trust has named Laura Mandel president of the Northern Trust Company of Delaware. Mandel will focus on leading the bank's overall strategy. With Northern Trust for more than 12 years, Mandel served as a senior attorney in the legal department and most recently as a senior fiduciary relationship manager.
Calamos Wealth Management appointed Bill Crist as the director of family office services. Prior to joining Calamos, Crist spent the last decade with Oaktree Capital Management and Whittier Trust Company advising family offices and affluent families. Before that, he served as a portfolio manager with Deutsche Bank, Wells Fargo and BNY Mellon.
Citi Private Bank named Lisa Maurer director of the firm's family office group in New York City. For the past 10 years, Maurer served as president of a family office, where she was responsible for all aspects of investment management, treasury and operations for an ultra-high-net-worth family office and foundation.
Mariner Wealth Advisors in Leawood, Kan., announced it has acquired a majority interest in the wealth management division of Omaha-based Orizon Investment Counsel LLC. With 14 wealth professionals, including four senior wealth advisors, Orizon's wealth management team will change its name to Mariner Wealth Advisors, and its systems will be fully integrated into Mariner's.
Mariner also announced it has hired insurance industry veteran Matt Veatch to lead the firm's expansion of its insurance and executive benefits consulting services. Veatch joins Mariner following positions with Metis Companies and Lockton Companies.
-Kathy Lynch