On The Move

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Guggenheim Securities Hires Macro Products Strategist

by PW Staff

Robert Zambarano will be joining Guggenheim Securities’ macro products group.

Foundation Source Names Chief Operating Officer

by PW Staff

Foundation Source has hired Susan Friedlander Calzone as the company’s chief operating officer.

Northern Trust Wealth Management Hires New EVP

by PW Staff

Northern Trust Wealth Management has hired Henry P. Johnson as an executive vice president.

Lombard International Plots Expansion Into Asia

by PW Staff

Tammy Lu Tsui has been hired as CEO of Asia for Lombard International, which is expanding into Hong Kong and Singapore.

Private Client Reserve Adds Advisor In Denver

by PW Staff

U.S. Bank has named Steve Blazek as wealth management advisor in the Denver Private Client Reserve.

U.S. Trust Boosts Offices With Eight Additions

by PW Staff

U.S. Trust has expanded offices in six states with the hire of eight new wealth management professionals.

The Private Client Reserve Names East Region Chief

by PW Staff

Former BMO Harris executive John Benevides will serve as the east region president for The Private Client Reserve

Former Bessemer Trust CCO Joins Venable

by PW Staff

Don Andrews, former CCO at Bessemer Trust, has joined New York-based corporate law firm Venable LLC as a partner.

GenSpring Names New Managing Director

by PW Staff

GenSpring Family Offices, a Jupiter, Fla.-based wealth management firm, has named a new managing director for its Florida East Region.

Washington Trust Names Senior VP

by PW Staff

Washington Trust Wealth Management named Kathleen Ryan senior vice president.

Private Client Reserve Hires Private Banker

by PW Staff

Campbell Reynolds has joined The Private Client Reserve in Las Vegas after serving with the Northern Trust Company in Sarasota, Fla.

Wawrzaszek Hired By Rockefeller

by PW Staff

Rockefeller & Co. has added Karen Wawrzaszek to its Washington, D.C., office.

Fiduciary Trust Company Names New VP

by PW Staff

Walter "Bud" Abbott has joined the Fiduciary Trust Company of New England as vice president.

Guggenheim Adds Energy Managing Director

by PW Staff

Mark Bentley has joined Guggenheim Securities International as a senior manager in the power, energy and renewables investment banking group in Europe.

Merrill Lynch Teams Break Away To Form $3.3B RIA

by FA Staff

Newport Beach, Calif.-based RIA Corient Capital Partners has formed after seven advisors spun their practices off from Merrill Lynch's Private Investment Group.

FallLine Adds Two Execs

by PW Staff

Paul G. Bigler and Shawn P. McCormick have joined FallLine Securities as COO and head of investments and capital markets, respectively.

Rockefeller & Co. Names New Managing Director

by PW Staff

Rockefeller & Co. in New York has named John Pettenati as managing director.

Deutsche Asset & Wealth Hires Managing Director

by PW Staff

Pascal Landrove, formerly of Lobard Odier, has joined Deutsche Asset & Wealth Management as managing director and relationship manager for Mexico.

Heidel Joins Northern Trust's Minneapolis Office

by PW Staff

David Heidel has joined Northern Trust from The Private Client Reserve of U.S. Bank.

BNY Mellon Names L.A. Regional President

by PW Staff

Chris Mone, a veteran of UBS, Edward Jones, and Prudential, has joined BNY Mellon Wealth Management's Los Angeles office as regional president.

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