On The Move

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Bessemer Trust Names Pedroso VP In Miami Office

by PW Staff

Arturo Pedroso has been named vice president and wealth advisor in Bessemer Trust's Miami office.

Financial Architects Partners Expands Bay Area Office

by PW Staff

Financial Architects Partners' CEO and two associates have moved to a San Francisco Bay Area office from the company's Boston headquarters.

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.

McCarron Joins Pitcairn as Managing Director

by PW Staff

Mark McCarron has joined Jenkintown, Pa.-based Pitcairn as managing director of investment strategy.

Private Client Reserve Adds Advisor In Milwaukee

by PW Staff

Dawn Ripkey will join U.S. Bank Wealth Management's Private Client Reserve in Milwaukee as a wealth management advisor.

Noyes Names New Vice President

by FA Staff

Stuart Pearl was named first vice president by the wealth management and investment banking firm.

Diversified Trust Names Fraundorf CIO

by PW Staff

R. Samuel Fraundorf has been named CIO of Diversified Trust.

Private Client Reserve Names Director In Denver

by PW Staff

Minneapolis-based U.S. Bank Wealth Management has announced that Susie Roh has been named trust managing director for The Private Client Reserve of U.S. Bank in Denver.

U.S. Trust Hires Nine

by PW Staff

The new hires are scattered across the country in growing markets.

McDermott Will & Emery Adds Partner

by PW Staff

New York-based McDermott Will & Emery has named Christen Douglas as a partner in the firm’s Private Client Group.

$220M Team Breaks Away From Wells Fargo To Join Stratos

by PW Staff

Beachwood, Ohio-based Stratos Wealth Partners has added a new office with four financial advisors in Prescott, Ariz.

Thwaites Joins Brouwer & Janachowski As Chief Strategist

by PW Staff

Christian Thwaites was appointed chief strategist for Brouwer & Janachowski, a Tiburon, Calif.-based RIA and wealth management firm.

Athena Capital Names President, COO

by PW Staff

Lincoln, Mass.-based Athena Capital Advisors has promoted a managing partner to president and chief operating officer.

Kaul Named Managing Director At The Private Client Reserve

by PW Staff

U.S. Bank Wealth Management has named Scott Kaul wealth management advisor managing director for The Private Client Reserve in Minneapolis.

The Private Client Reserve Names Managing Director

by PW Staff

U.S. Bank Wealth Management has named Daniel Wani managing director of trust and wealth planning for The Private Client Reserve.

Private Client Reserve Adds Two New Members

by PW Staff

Minneapolis-based U.S. Bank Wealth Management has added two professionals to The Private Client Reserve in Madison, Wis.

Schiff Hardin Adds Private Client Group Partner

by PW Staff

Chicago-based Schiff Hardin has added Christine Quigley as a partner in its private clients, trusts and estates group.

Rothschild Names Managing Director

by PW Staff

Joseph Gill was named managing director of New York-based Rothschild Asset Management.

Private Client Reserve Adds Trust Officer, Promotes Banking Head

by PW Staff

U.S. Bank Wealth Management announced a new hire and a promotion at The Private Client Reserve in Minneapolis.

Convergent Adds Two Advisors In Washington D.C.

by PW Staff

Washington-based Convergent Wealth Advisors announced the addition of two managing directors to its D.C. offices.

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