UBS Trust Company has appointed Richard Immesberger as president. Previously, Immesberger managed the trust and wealth management division at WSFS Bank in Wilmington, Del., where he served on several executive boards, including the bank's executive management committee. His career also includes sales and leadership posts at Bank of America and Glenmede Trust Company.
Gradney & Vistica Financial Management LLC, a wealth management firm in Carlsbad, Calif., has joined St. Louis-based BAM Advisor Network, a turnkey asset management provider with more than 125 independent RIA member firms. Gradney & Vistica provides individual fee-based wealth management services and 401(k) consulting services to clients throughout California.
Atlantic-Pacific Capital, a placement agency and advisory firm for alternative investments, has formed the LP Advisory Group, which provides limited partners with the analysis, tools and expertise to actively manage their private equity portfolios. The dedicated four-member LP Advisory team, who previously worked together at Smithbridge Partners, consists of Michael Pilson, Kevin Imhoff, Alexander Mejia, and John Pilson.
-Cort Smith