-Karen DeMasters
On The Move
Cornerstone Advisors of Bellevue, Wash., has hired Scott Dowling as client manager. Dowling will focus on serving the needs of technology executives and families with multi-generational wealth. He brings over 22 years experience in investment management and financial analysis, most recently as president of his own firm, Dowling Investment Group.
BNY Mellon's wealth management business has named Lawrence Miles regional president for the firm's Los Angeles office, where he will oversee sales and servicing for southern California. Miles previously served as executive vice president for the boutique investment advisory firm, Convergent Wealth Advisors.
First Western Trust Bank announced the appointment of veteran Denver attorney Bill Schmidt as senior trust officer and family wealth advisor. A published author and lecturer, Schmidt has more than 40 years of experience advising clients in the areas of trust law, estate planning and administration, and charitable giving strategies. Prior to joining First Western, Schmidt practiced trust and estate law at the Denver office of Holland & Hart LLP.
-Kathy Lynch