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On The Move

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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.

Tim Tallach Joins Pathstone As Executive Managing Director And Partner

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Tallach is an attorney and CPA.

$328M Bloomer Fedenia Team Joins Ameriprise Employee Channel

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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.

BNY Mellon Taps Michael Dawkins To Head Atlanta Market

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Dawkins previously served as senior director and team leader at Bny Mellon, where he has worked the past 10 years.

BNY Mellon Taps Nakia Maddox-Eubanks As Senior Wealth Manager

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Industry veteran Maddox-Eubanks brings more than two decades of wealth management experience to her new position.

Agnes Arlandis Joins Deutsche Bank As Managing Director

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Industry veteran Agnes Arlandis joins Deutsch Bank Wealth Management from Credit Suisse.

Cathy Carilli Joins Fiduciary Trust Int

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Carilli brings two decades of experience working with high-net-worth individuals and families.

Michael Harris Joins Verdence As Director Of Family Office, Partner

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Harris is an industry veteran with two decades of experience.

MAI Taps Olha Paluch As Managing Director And Senior Wealth Manager

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Industry veteran Olha Paluch has over 30 years of industry experience.

Baird Hires Philip Stathos As Director And Financial Advisor

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Stathos was formerly with Wells Fargo, where he managed $279 million in client assets.

Dynasty Partner Procyon Adds UBS Advisor To NYC Office

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Steven Mitchell advised on more than $2 billion in client assets prior to joining Procyon Partners.

Schechter Wealth Appoints Alfredo Risi as COO/Integrator

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Risi began his financial services career as an associate with Merrill Lynch in London.

BNY Mellon Appoints Kent Moegerle Southeast Regional President

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Moegerle has over 25 years of experience in the private wealth industry.

BNY Mellon Names Barry McKenzie Market President

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In his new role, McKenzie will have direct responsibility for wealth managers, client strategists and support staff.

U.S. Bank Names Private Wealth Management President

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Industry veteran Beth Lawlor will be based in the bank's New York City office.

Bernstein Private Wealth Taps New NYC Managing Director

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Kristen Dalton will work with high-net-worth clients to ensure the preservation and social impact of their wealth.

Bernstein Private Wealth Appoints Joel Stevens To Head Tampa Office

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Stevens and his team will be responsible for growing the firm's business in the region.

CIBC Taps John Tennaro To Head ESG & Impact Investing

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Tennaro will continue to lead the company's Mid-Atlantic region's ESG Advisor Group, while assuming expanded leadership responsibilities in his new role.

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