On The Move

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Millennium Trust Company Expands Sales Force

by PW Staff

David Braga and Chris Boyce have joined the firm as vice presidents in the alternative solutions group and Mark Koeppen and David Turner have joined as vice presidents in the rollover solutions group.

U.S. Bank Wealth Management Makes 5 Appointments

by PW Staff

Tiffany Koenig, LeeAnn Gudeit and Heidi Gordon have joined the Private Client Reserve in Seattle. Michael Nurenberg has joined in Naples and Chad Hume has joined The Reserve in Denver.

U.S. Bank Appoints Senior Vice President

by PW Staff

Jeff Zipper has joined the Private Client Reserve in Palm Beach, Fla.

BNY Mellon Appoints Two Senior Directors For Business Development

by PW Staff

H. Belin Robertson has joined the firm in Philadelphia and Michael Puleio has joined as a small business specialist in Manhattan.

U.S. Bank Wealth Management Appoints Senior Vice President

by PW Staff

Cindy Luckman has joined the Private Client Reserve in Vancouver.

Baird Adds Four Advisors In Two Locations

by PW Staff

The Gollier, Henning & Waters Group has joined the firm in Kansas City and Carl Chaput has joined in Reston, Va.

BNY Mellon Appoints Senior Portfolio Manager

by PW Staff

Christopher Benson has joined the Rocky Mountain region wealth management team.

U.S. Bank Wealth Management Appoints Market Leader

by PW Staff

Margaret Paddock has joined The Private Client Reserve in the Twin Cities.

Akerman LLP Opens Chicago Office

by PW Staff

Eight lawyers will add commercial and intellectual property litigators to meet the firm’s growing client demand.

U.S. Bank Appoints Private Banker

by PW Staff

Ross Harter has joined The Private Client Reserve in San Diego.

Schechter Wealth Appoints Advisor Team To Lead Expansion

by PW Staff

Bernie Kent and John Stein will lead Schechter Investment Advisors.

Kanaly Trust Names New President

by PW Staff

Kanaly Trust announced that Drew Kanaly was appointed president of the firm.

U.S. Bank Makes Two Appointments

by PW Staff

John Paul Sweeney and Hank Zewald have joined The Private Client Reserve.

U.S. Bank Wealth Management Makes Two Appointments

by PW Staff

Luciek Mkrdichian and Nathan Dosch have joined The Private Client Reserve.

Convergent Wealth Advisors Hires Managing Director

by PW Staff

Nicole Cost has joined the firm in New York.

BNY Mellon Appoints Two Senior Directors

by PW Staff

Nancy Brickley has joined the firm in Boston and Jennifer Lucas has joined in Chicago.

BNY Mellon Appoints Four In Wealth Management

by FA Staff

Chad Maze and David Dasari have joined the firm in Las Vegas and Neil Kohler and Michael Castronovo are based in Chicago.

BNY Mellon Hires Senior Private Banker

by PW Staff

Abigail Bensimhon has joined the firm in Washington, D.C.

Bingham McCutchen Hires Derivatives Partner

by PW Staff

Daniel Budofsky has joined the firm's investment management practice group in New York.

U.S. Bancorp Investments Appoints Two Registered Client Associates

by PW Staff

Robert Higueria and Bruce Singkhaophet have joined the firm in Idaho.

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