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On The Move

Chevy Chase Trust Taps Jeff Whitaker As CEO

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Whitaker succeeds Peter Welber, who is retiring after 17 years.

Schechter Adds Alan Slaughter As Director Of Investment Services

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Slaughter has more than 14 years of experience in family office services and asset management.

Fiduciary Trust Names Miles Powell Regional Managing Director In D.C.

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Powell is an industry veteran with more than two decades of experience.

BNY Mellon Taps Vincent Hayes To Head Global Family Office

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Hayes is an industry veteran with two decades of financial services experience.

Mario R. Perez Joins Baird As VP And Financial Advisor

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Perez was formerly a wealth advisor with Wells Fargo Clearing Services, LLC.

BNY Mellon Taps Adam Innerst As Houston Market President

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Innerst is an experienced attorney, accountant and Certified Private Wealth Advisor.

Julia C. Wirts Joins Fiduciary Trust As Portfolio Manager

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In her previous position, Wirts constructed and actively managed client portfolios for wealthy individuals and families.

$328M Bloomer Fedenia Team Joins Ameriprise Employee Channel

by PW Staff

The practice has served multi-generational clients since 2015, when Bloomer and Fedenia were with Baird.

$250M Advisor Brad East Joins Baird In Phoenix

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Now known as Baird, Robert W. Baird & Co. was founded in 1919.

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