Home Private Equity Summary Of Senior, Executive Moves In Global Wealth Management – February 2024

Summary Of Senior, Executive Moves In Global Wealth Management – February 2024

Summary Of Senior, Executive Moves In Global Wealth Management – February 2024

Summary Of Senior, Executive Moves In Global Wealth Management – February 2024

A round-up of moves and appointments across the world”s wealth management and private banking industry.

People moves for the UK, rest of Europe, the Middle East
and select international jurisdictions
. There were
notable changes at the helm of Coutts, and senior moves at Evelyn
Partners, and Bonhote, the Swiss private bank, among others.
(Asia and North America moves are below this section.)

Coutts said one of its senior figures, Dennis Howard, moved to
Jersey to lead its Crown Dependencies business. The role is a
newly-created one. Howard has served in private banker and
leadership roles across domestic and international businesses of

Crestbridge, the private equity and real estate administration
solutions provider, appointed James Morris as commercial director
for Europe. Morris is responsible for strategic growth and
development of new business across its European jurisdictions.
Prior to this, Morris was head of Europe, Middle East and Africa
private equity and debt fund sales at a global financial services

UK-based Progeny, a wealth, financial planning and advisory firm,
recruited Tim Gillman as chief operating officer. This followed
the appointment of Tom Wood as chief finance officer. With
more than 30 years’ experience in operations, technology, risk
and change, Gillman has experience in transforming and
integrating large and complex regulated businesses. Gillman was
previously chief operating officer at the Australia-based Link
Group, the largest provider of services in Australia’s
superannuation administration industry. Prior to this, he was COO
of First Bank of Nigeria.

Utmost Wealth Solutions, an Isle of Man-headquartered provider of
international life assurance-based wealth solutions, named a new
wealth protection head for the Spain and Latin America markets.
Diego de Elejabeitia leads delivery of tailored life
assurance-based solutions to high net worth clients via
international brokers, asset managers, family offices, and
private banks.

Most recently, de Elejabeitia, who has 25 years’ experience in
financial services, was director of business development at
A&G Bank. He took over from José Vicente Martín, who
announced that he intends to retire after 15 years’ service.

Offshore law firm Harneys appointed Carolynn Vivian as its Cayman
Islands’ office managing partner and Richard Reid as chief people
officer, based in London. Vivian took over the role from Nick
Hoffman, who focuses on his new role as global head of
litigation, insolvency, and restructuring.

Swiss private bank Bonhôte named Kim-Andrée Potvin as chief
operating officer. She replaced former COO, Olivier Vollenweider,
who is now the firm’s chief administration officer. She is based
at the Neuchâtel head office. A native of Canada, Potvin worked
for BNP Paribas for 17 years in various roles including COO,
joining the bank in France, Luxembourg and later in Switzerland.
After leaving the Paris-headquartered bank, she moved into
Landolt & Cie and then Bamboo Capital Partners, a sustainable
finance business, as COO in both firms.

Bonhôte appointed two senior figures in its discretionary
management arm, based in its Neuchâtel headquarters. It named
Esther Halas Budinsky as product manager and Pascal Maire as
portfolio manager. They are both existing members of staff.

UK-based Evelyn Partners appointed Reinoud Noorduijn as a
certified financial planner in its Guildford office. Noorduijn
previously spent two years as an associate financial planner at
Sheraton Financial Planning in Fareham.

Investment manager Sarasin & Partners appointed Tom Santa-Olalla
as senior associate partner and Hector McLean as investment
manager in the charities team. He joined from Close Brothers
Asset Management where he spent six years, most recently as a
senior investment specialist. 

Hargreaves Lansdown appointed Richard Hebdon as chief digital and
technology officer. Hebdon leads HL’s digital function and is
responsible for its digital transformation strategy. He joined
from RELX, a global information services provider, where he was
chief technical officer for a division of LexisNexis. Prior to
LexisNexis, Hebdon served in a number of senior technology
leadership positions across RELX. 

In a separate move, Hargreaves Lansdown also appointed Lucy
Thomas in the newly-created role of corporate affairs director.
She joined the executive leadership team, reporting to chief
executive, Dan Olly.

BNP Paribas Wealth Management promoted Pierre Ramadier to CEO of
wealth management international markets. Based in Paris, Ramadier
reports to Vincent Lecomte, CEO of BNP Paribas Wealth Management.
He was global head of entrepreneurs and families (E&F) and a
member of the wealth management executive committee. Ramadier is
responsible for international markets covering Germany,
Luxembourg, Switzerland, the Netherlands, Spain, Monaco and the
Middle East. 

Vistra, a global fund service provider, appointed Abdel
Hmitti as managing director and global head of funds.
Hmitti, who reports to William Douglas, Vistra’s chief commercial
officer, is based in Luxembourg.

HypoVereinsbank, the German bank that is part of UniCredit,
appointed René Babinsky as its new head of private client
business. Georgiana Lazar joined as head of “people and culture
management. Babinsky, who has worked for UniCredit
since 2008, initially in the corporate customer area, has moved
to a number of roles, such as becoming head of corporates for
Berlin before moving into the private client segment in 2020.

Boodle Hatfield, a UK private wealth and real estate law firm,
appointed Naomi Heathcote, a residential property lawyer, as a
partner within its real estate practice. Heathcote joined from
Charles Russell Speechlys, where she advised urban and rural
estates on residential property matters, specialising in
leasehold enfranchisement cases for real estate clients.

Alpha FMC, a global consultancy to the asset management, wealth
management and insurance industries, appointed Ross Scott as a
director in its UK wealth management and private banking
team. Based in Edinburgh, Scott joined joined Deloitte
where he was a director within the financial services sector,
focusing on risk advisory and remediation work within global
wealth managers and private banks. 

Suntera Global, a multi-jurisdictional provider of corporate,
fund and private wealth services, appointed Samantha Godwin as
client services director in Jersey. Godwin has close to 30 years’
experience in the finance industry.

Luxembourg-headquartered Candriam announced that Johan Van der
Biest, deputy head of thematic global equity, would be the new
head of thematic global equity, after a transition period. Rudi
Van den Eynde, the current head of thematic global equity, is
preparing for his retirement in the first quarter of 2025.

Luma Financial Technologies, a Swiss independent multi-issuer
structured products and alternatives platform, appointed Gabriel
Stoll as head of business development and sales for Switzerland,
based in Zurich. Previously, Stoll was at independent research
and advisory firm Kepler Cheuvreux, where he worked with asset
managers, private banks and family offices on structured products
and other alternatives. 

NEBA Wealth Management, a division of Team Plc, appointed Luke
Forrest and Richard Raczkowski as co-managing partners for its
African and South African operations, based in its Nairobi
office. Forrest has more than 15 years of industry experience.

Value Partners (UK) Limited, the UK arm of the Hong Kong-based
independent asset management firm Value Partners Group, promoted
Thomas Legendre to associate director of its EMEA Business.
Legendre, who joined the firm in 2020, still supports the
team in London while also helping the group to expand its
distribution capabilities, notably across Switzerland. 

UK-headquartered wealth management business Hurst Point
restructured operations – simplifying its structure and
melding activities into four central functions: Finance; legal,
risk and compliance; human resources; and IT, transformation and
facilities. The group has formed new management committees,
reporting to the group executive committee, which is led by group
CEO, Ian Gladman (financial planning) and Hawksmoor Investment
Management CEO, Sarah Soar (investment management). It named
Andrew Westenberger as group chief financial officer to lead the
finance team, replacing Michael Kerrison who has left the group
to pursue other interests; it appointed Ed Renwick, general
counsel, to lead the legal, risk and compliance team; and
appointed Alex Knott, chief technology and transformation
officer, to lead the IT, transformation and facilities team.

JTC promoted Mark Fleming to the position of head of private
client services in Jersey. He took over the role from Paul Weir,
who moved to a new position within JTC’s group risk and
compliance team. Having joined JTC in 2020, Fleming was
previously deputy head of private client services in Jersey.

Advisory firm Quantuma appointed Ahmad Chit as managing director
in its Middle East practice. Chit is a Canadian qualified
chartered accountant with more than 15 years of experience in
forensic accounting, investigations and compliance. Chit has been
based in the Middle East for 10 years.

UK wealth manager Evelyn Partners appointed Daniel Lewis as an
investment director in its Chelmsford office, after the
acquisition last April of Ashcroft Partnership. Prior to joining
Evelyn Partners, Lewis spent 22 years as an investment manager at
Quilter Cheviot. Evelyn Partners also  appointed Declan
Kirby as a chartered financial planner based in its Birmingham
office. Previously, Kirby worked for Henwood Court Financial
Planning as a chartered financial planner. And it appointed
Edward Park as chief asset management officer. He reports to Paul
Geddes, group chief executive officer. 

Eden Tree Investment Management appointed Michael Moir as senior
credit analyst in its fixed income team. He reports to and works
with David Katimbo-Mugwanya, head of fixed income. Prior to
joining EdenTree, Moir worked as a senior analyst at Fitch

Jersey-headquartered law firm Ogier named Simon Goldring as
private client director, Middle East. Goldring is based in

UK wealth manager JM Finn appointed Mark Haines as chief
operating officer, replacing Rob Deverell who left the firm for
personal reasons. Haines, who began the role earlier this year,
joined the company after three years at RBC Brewin Dolphin, where
he was most recently chief technology officer.

Quilter Investors expanded its manager research team, appointing
Adrian Todd as a senior manager research analyst. He reports to
Kristian Cassar, head of manager research at Quilter
Investors. Before Quilter, Todd was a senior research
director at Investec Wealth & Investment in its fund research
team where he led on alternatives funds, as well as active equity

AXA Investment Managers (AXA IM) appointed Nicolas Deschamps as
global head of product and client strategy at AXA IM Core. Based
in Paris, he reports to Hans Stoter, global head of AXA IM Core
and a member of the AXA IM’s management board.

Jane Wadia was appointed head of sustainability, core products
and clients and is responsible for leading AXA IM Core’s
sustainable product strategy and external representation. Based
in London, Wadia reports to Nicolas Deschamps.

Specialist lender Leumi UK, the London-based subsidiary of the
international Leumi Group, hired Oliver Stenning to join the
property finance team as a relationship director. Prior to Leumi
UK, Stenning was head of acquisitions at residential investment
firm IMMO Capital. 

UK-based Progeny, a wealth, financial planning and advisory firm,
appointed Tom Wood as chief financial officer. Wood has 25 years’
experience in the financial services and banking sector.
Previously, Wood was chief restructuring and financial officer of
the Co-operative Bank, where he co-advised on its third

NatWest Group appointed Emma Crystal as new chief executive of
the wealth business which includes Coutts. Crystal
succeeded Mohammed Syed, who acted as interim CEO of Wealth.
Peter Flavel resigned last July, along with NatWest’s group CEO,
Alison Rose, following the “de-banking” saga of former UKIP
leader Nigel Farage.

GSB made three senior hires to help grow the business: Sam
Goddard-Watts, Ruby Coogan and Mutale Grace Sitali, based in the
group’s Dubai office.

Davies Consulting Division, formerly known as Sionic, appointed
Ricky Maloney and David Rose as partners in the global
relationship management team and Allen Lewis as a partner in the
banking and markets team. 

Suntera Global appointed James Harries as head of mergers and
acquisitions. Before joining Suntera, Harries worked at a private
equity-backed payments and software business in its corporate
development function.

JTC appointed Melanie Herbert as the regional head of UK and
Ireland for its institutional client services (ICS) division.
Most recently, Herbert was jurisdictional head of private equity
at Aztec Group. 

UK wealth manager Brooks Macdonald elevated two of its senior
figures to co-chief investment officers. They are Richard
Larner, head of research, and Michael Toolan, senior portfolio

HSBC appointed Justine Kreis as Europe, Middle East and Africa
head of alternatives for the private banking and wealth business.
Geneva-based Kreis took over from Tomislav Culic, who left the
bank late last year. Prior to this, Kreis worked at Credit Suisse
in Zurich where she was head of alternative investments.

M&G Investments named Emmanuel Deblanc as the new chief
investment officer in charge of this business. William Nicoll was
the former incumbent. Deblanc, who reports to Joseph Pinto, is
based in London. Deblanc has more than 25 years’ experience, most
recently at Allianz Global Investors where he led and developed
its private markets capability.

Lombard Odier Investment Managers appointed one of its senior
figures, Adam Molina, as its new chief operating officer, based
in London. Molina replaced Alexandre Meyer, who was recently
appointed managing partner, Lombard Odier Group.

Quilter Financial Planning welcomed Juniper Financial Planning as
a new strategic partner to its network. The team at Juniper
include Ross Hunter, Scott Moore, and Euan Brown. 

Suntera Global appointed Kathryn Wilkinson as managing director
of its Jersey office. Previously, director of operations in
Jersey, Wilkinson has more than 25 years’ experience in financial

Dynamic Planner, the UK-based financial planning system, added
two data engineers: Saranya Vadrevu and Rohan Nandi. The team is
led by Abhishek Vethanayagam. 


Oversea-Chinese Banking Corporation, aka OCBC, created a new
division called Group Strategy, Innovation and Sustainability.
The unit, which will be set up on 22 April, will be led by Elaine
Heng, chief executive of retail business and deputy group CEO at
Singapore’s FairPrice Group. (FairPrice comprises the NTUC
FairPrice chain of supermarkets and other entities.) Before
Fairprice, Heng spent close to 20 years in banking, 15 of which
were at Standard Chartered Bank.

Eastspring Investments appointed Vis Nayar as chief investment
officer, starting in June. Based in Singapore, Nayar will report
to Eastspring’s chief executive officer Bill Maldonado. He will
succeed Maldonado who was CIO before his promotion to CEO in
September last year, and who has been serving as interim CIO.
Nayar will be joining from HSBC Asset Management where he has
spent the past 25 years.

MSCI Inc, a provider of decision-support tools and services for
the global investment community, hired a new head of client
coverage for its Australia and New Zealand business. Shane
Edwards was appointed as managing director and head of Australia
and New Zealand client coverage, with immediate effect. Based in
Sydney, he is responsible for driving MSCI’s commercial
activities in Australia and New Zealand markets, managing client
relationships and delivering a strategy for clients within
Australia and New Zealand and across the APAC region. He reports
to Kazuya Nagasawa, head of APAC client coverage. Previously he
served in a variety of leadership roles at UBS, including
managing director and global head of equity derivatives.

Joy Cheng was appointed head of Citi Commercial Bank (CCB) for
Hong Kong in February, succeeding Anson Kwok who retired in
January. Cheng is responsible for overseeing the CCB business and
operations in Hong Kong and for driving its financial
performance. She reports to Gunjan Kalra, head of Citi Commercial
Bank for Asia North, Australia and Asia South clusters, and
Aveline San, CEO and head of banking for Citi Hong Kong and

Standard Chartered appointed a new chief executive for its
business in Australia: Jacob Berman. Berman took the helm from
Mike Samson, who was made CEO of Standard Chartered Philippines
and head of client coverage for the Philippines and the ASEAN
region of countries in Southeast Asia. Bringing more than two
decades’ corporate and investment banking experience to the rule,
Berman joined Standard Chartered Singapore in 2012 and was
reassigned to Dubai in the United Arab Emirates in 2014 as
managing director, global banking. In 2019, Berman was appointed
head of client coverage, Japan, a position he held prior to his
appointment as Australia CEO.

Morningstar, a provider of independent investing insights,
appointed Shihan Abeyguna to the newly-created role of managing
director, Southeast Asia. This added to Abeyguna’s role as head
of business development, Asia and regional leader, Southeast
Asia. He still reports to Julie Willoughby, head of global sales
at Morningstar.

Australian wealth management platform Centric appointed former
Praemium executive Martin Morris as chief client officer. With
over 25 years of industry experience, Morris joined from Sequoia
Financial Group, where he was chief operating officer. Prior to
that, he was chief distribution officer at Australian investment
platform Praemium, which caters to the high net worth market.

Janus Henderson appointed Victoria Mio as portfolio manager and
head of Greater China equities, based in Singapore. Mio reports
to Lucas Klein, head of EMEA and APAC equities. Mio, who has more
than two decades of expertise in Chinese equities investment, was
at Robeco for 14 years where she last served as chief investment
officer China and co-head of Asia-Pacific equities.

Eastspring Investments appointed Salman Haider as chief
distribution officer, starting in March. Based in Singapore,
Haider reports to Eastspring’s chief executive officer and
interim chief investment officer Bill Maldonado. Haider, who
brings 25 years’ experience to the role, joined from Habib Bank
AG Zurich in Dubai where he was CEO for global wealth management.
Prior to that, he worked in the private banking teams at Barclays
and JP Morgan, after spending 13 years with Citigroup in various
senior roles covering wealth management and global markets.

Savills Investment Management appointed Hsueh Ling Ng to the new
role of head of APAC ex-Japan, to capitalise on investment
opportunities in the Asia-Pacific region. She reports to Alex
Jeffrey, chief executive. Ng joined from Lendlease where she was
managing director and country head, Singapore, for over six
years, as well as chair of Lendlease global commercial REIT
management. Prior to that, she spent eight years as chief
executive officer of Keppel REIT Management.

Citi Australia appointed Cristina Chang as head of markets, Citi
Australia and New Zealand, subject to regulatory and compliance
approvals. Chang succeeded Mark Woodruff, who was appointed Citi
Australia CEO in 2023.

Japan’s Sumitomo Mitsui Banking Corporation appointed former
Credit Suisse senior figure Carsten Stoehr as managing director,
deputy head of Asia-Pacific. Stoehr had a 25-year career at
Credit Suisse prior to the new role.  He was most recently
managing director, CEO – Greater China, and chairman of Credit
Suisse (HK) Ltd and Credit Suisse Securities (HK) Ltd.

Industrial and Commercial Bank of China (ICBC) said its chairman,
Chen Siqing, had resigned. The group, one of China’s largest
banks which includes private banking in its service lines, said
Chen Siqing resigned “due to his age” rather than as a result of
any disputes with colleagues. Chen Siqing served in the role for
five years.

The corporate and investment banking arm of Natixis, part of
France-headquartered of Groupe BPCE, made a number of hires for
its Asia-Pacific global markets team: 

— Olivier Abitbol, head of flow rates sales, Asia-Pacific, based
in Singapore; 

— Min Ni, joined to cover liquids and forex trading, based in

— David Rebibo, joined to cover global market sales, based in
Hong Kong; 

— Guo Sheng Soh, joined to cover fixed income sales, Southeast
Asia, based in Singapore; 

— Kelvin Sze, joined to cover emerging market trading, APAC,
based in Hong Kong; 

— Cliff Choute, joined as head of market making index trading,
APAC, based in Hong Kong; 

— Ilan Guez, joined as head of equity stock trading, APAC, based
in Hong Kong; 

— Ting Ting Rao, joined to cover equity financial engineering,
based in Hong Kong; and 

— Kai Zhi Woo, joined to cover solutions sales, Southeast Asia,
based in Singapore.

Natixis CIB also made a number of hires in Japan:

— Hidetomo Kurachi, head of cross asset solutions

— Hiroto Minagawa, cross asset solutions sales; 

— Tomokazu Matsuo, head of equity financial

— Aki Nitaburu, macro sales; and 

— Tetsuya Onishi, head of GSF solution marketing and fixed
income financial engineering.

A venerable figure in Asia’s banking industry, Dr Wee Cho Yaw,
chairman emeritus and advisor to United Overseas Bank (UOB), died
at the age of 95. UOB described Dr Wee as a “visionary banker,
celebrated businessman and community pillar,” who was “pivotal to
UOB’s development as a leading bank in Asia.” Dr Wee led the
Singapore-headquartered bank – which provides private banking as
part of its offerings – for more than five decades. During his
tenure, UOB expanded from a single-branch bank to a regional
player present in 19 countries and territories.

Bank of Singapore appointed Melanio Manjoy Lazaro as market head
and chief representative of its Philippines representative
office. Lazaro reports to Robin Heng, global market head of BoS.
At BoS for more than a decade, Manjoy was most recently appointed
the interim chief representative of the Philippines rep office in
September last year.

FalconX, an institutional digital assets prime brokerage, hired
Ivan Lim as trading manager, APAC derivatives, based in the
firm’s Singapore offices. Lim has spent 12 years on the sell-side
as a derivative trader managing crypto and foreign exchange
portfolios. His experience includes principal market-making, risk
management and execution strategies. He has worked at Citibank
and CIC and was head of trading at Sparrow Exchange. He also led
franchise development at Genesis Global Trading in 2021.

Citigroup appointed one of its senior figures, Luk Lu, as head of
banking for China and Citi country officer. He took over the helm
from Christine Lam, who retired from the US bank. In his new
role, Lu reports to Angel Ng, head of Asia North and Australia,
Cluster and Banking. Lu joined the bank in Shanghai in 2002.

Takakiyo Iwamoto was appointed representative and director of GAM
Japan Limited in Tokyo. Iwamoto joined GAM as head of
distribution in Japan in October 2023. Prior to joining GAM
Investments, he worked for Barclays Securities Japan Limited as
senior sales manager responsible for developing quantitative
investment strategies for large financial institutions. Before
that, Iwamoto was a senior sales executive at State Street Global
Advisors (Japan) Co Ltd and worked for JP Morgan Securities Japan
Ltd in equity and fund derivative marketing. 

Preqin, which issues data on alternative investment areas such as
hedge funds, private equity and real estate, appointed Fabien
Chen to the newly-created role of global head of benchmarks,
based in Singapore. Cameron Joyce, based in London, became the
global head of research insights, heading the creation and
development of Preqin’s institutional research. Additionally,
Gurkan Tasoren, also based in Singapore, was hired to drive
Preqin’s sales teams across the Asia-Pacific region as APAC head
of sales. 

North America

Former Cresset Asset Management president Liz Nesvold moved to be
chair of Emigrant Partners, one of the industry’s prominent
minority investors. Nesvold, who was also named vice chair of
Emigrant Bank, focuses on its businesses that target the high net
worth and ultra-high net worth markets, including Summitas and
Personal Risk Management Solutions.

German asset manager DWS named Stephen Cianci as a senior
portfolio manager in its US fixed income team. With more than
three decades of experience in fixed income multi-sector
portfolio management, Cianci is based in the New York office and
reports to Shilpa Lakhani, head of portfolio management fixed
income solutions. Cianci joined from MacKay Shields, where he had
worked since 2018. Prior to that, he was with Aberdeen AM for
seven years.

First Horizon Corporation, the New York-listed group that
provides services including wealth and trust management, promoted
Ashley Argo to deputy chief risk officer. Argo served in several
roles in her 19-year tenure with First Horizon Bank in
departments including accounting, credit, and risk management.

Meketa Capital, a new subsidiary of Meketa Investment Group – the
investment consulting and fiduciary management – unveiled board
members and added equity ownership.

Ashley Widger, through the entity AEW, became an equity owner and
growth capital provider to Meketa Capital. Michael Bell, CEO of
Meketa Capital, became equity owner of the firm.

Raymond James welcomed financial advisor John Willey to its
independent advisor channel. Prior to this, Wiley worked at
Edward Jones, where he previously managed about $123 million in
client assets. 

The firm also brought in financial advisor Enrique Gumucio to the
group’s employee advisor channel. Gumucio, who joined the
Brickell Avenue branch in Miami, was formerly at Morgan Stanley,
where he managed about $100 million in client assets.

It also welcomed financial advisors David Behar and David Nagel
to the employee advisor channel in Hallandale Beach, Florida. The
advisors operate as the Behar-Nagel Group of Raymond James. They
serve clients such as business owners, executives, family offices
and individuals preparing for or living in retirement. The
advisors, who are joined by senior registered client service
associate Lynne Kistenmacher, previously managed about $340
million in client assets at Morgan Stanley.

The group also appointed Alex David as Northeast division
director within its independent advisor channel, Raymond James
Financial Services. David filled the role formerly held by
Shannon Reid, who was named president of the firm’s independent
contractor division. With more than three decades’ experience in
the financial services sector, David most recently served as
president and CEO of Stifel Independent Advisors. 

Polar Capital Holdings, the active asset management group, said
that Dan Boston had agreed to join Polar Capital (America)
Corporation in September 2024. He is expected to be Polar
Capital’s head of global small and mid-cap equities, leading a
new specialist international small and mid-cap equities
investment franchise. Boston, who has nearly 20 years of
experience in international small and mid-cap company investing,
most recently worked at Brown Capital Management in Baltimore,
Maryland, leading the International Small Company strategy.

Ezra Group, a wealth tech consultancy, appointed Aaron Klein,
founder and former CEO of Nitrogen (formerly known as Riskalyze),
as an executive-in-residence. Klein, who founded Nitrogen in
2011, serves on the firm’s board of directors and stepped down as
its CEO in late 2023. He also sits on the boards of Snappy Kraken
and Mountain States Policy Center.

New Republic Partners named Will Amerine as managing director to
lead the firm’s expansion in Denver and the broader Rocky
Mountain region. Prior to joining New Republic Partners, Amerine
served as a managing director at Geller Advisors and Cresset.
Prior to that, he helped launch the Denver office of Ascent
Private Capital Management of US Bank, serving on the firm’s
leadership committee as the head of national business

Pittsburgh-headquartered PNC Financial Services Group appointed
one of its senior figures, Michael P Lyons, as its president.
Lyons is also president of the group’s banking subsidiary, PNC

The previous president was Bill Demchak, who continues as
chairman and CEO of the PNC Financial Services Group, and its
wholly-owned banking subsidiary, PNC Bank, National Association.

Lyons reports to Demchak. PNC’s primary operating lines of
business and the regional presidents’ office reports to Lyons.
Lyons has been an executive vice president and head of corporate
and institutional banking since he joined PNC in October 2011.
Prior to PNC, Lyons served as global head of corporate
development and strategic planning for Bank of America.

Citizens Financial Group opened its first private banking office
in Boston and announced several senior hires. It appointed
Michael Cherny as head of Citizens Wealth Management Advisors and
Tom Metzger as head of Citizens Private Wealth Managers.

Angeles Wealth Management appointed Rick Nott as managing
director. Nott operates from the firm’s office in Santa Monica,
California. Prior to joining the firm, Nott was a senior wealth
advisor at LourdMurray; he also spent time as an advisor at
AdvicePeriod and Signature Estate and Investment Advisors. Nott
started his career in wealth management at United Capital
Financial Advisors.

Savant Wealth Management, an RIA, named Jon W Zindel as its chief
financial officer. Before this role, Zindel served as partner,
CFO and executive committee member at Chicago’s William Blair,
where, over the course of 12 years, he also led technology, human
resources, real estate, and philanthropy. 

Minneapolis-headquartered Nepsis, a financial advisor and
investment management firm, appointed Ed Stober as senior wealth
advisor, to grow advisor-client relationships and bolster the
firm’s family office framework. He has been a senior director at
Choreo, gaining experience as a financial consultant at Charles
Schwab, and serving as the director of training and development
at Thrivent Financial. Stober has worked in the sector for more
than 30 years.

CAIS, a US alternative investment platform for advisors,
appointed David Canter as a strategic advisor. Canter has more
than 20 years of experience serving the independent advisor
community, including more than a decade at Fidelity Investments.
At Fidelity, he led the RIA and family office segments and led
the practice management and consulting practice for Fidelity
Institutional. Earlier in his career, David held a senior
leadership position at Charles Schwab.

Summit Trail Advisors promoted three of its figures, Caitlin
Hagan, Sarah Silverio, and Michelle Zeng, to partner.

Rockefeller Global Family Office, the wealth management division
of Rockefeller Capital Management, added Lewis Wealth Partners –
the firm’s first private advisor team based in Richmond,

Lewis Wealth Partners is led by managing directors and private
advisors John Lewis, Joseph Bartholomew III, and Richard
Blackwell as well as senior vice president and private advisor
Kylie Roman. The 10-person team came from Truist and reports to
Kristen Sario, Southeast divisional director of Rockefeller
Global Family Office. Other members of Lewis Wealth Partners
include team financial planning officers Lindsay E Dillon and
Trevor Adams, wealth manager Michael G Hofmeister, client service
manager Catherine Elrod, and client associates Lauren Hershey and
Jessica Taylor.

New York-based Canoe Intelligence, a financial technology company
in the alternatives industry, appointed a former senior CIA
official, Noel Calhoun, as chief technology officer, and named
Tiffany Mosher Taylor as head of people. A former CTO at
Onsites.io, (retail analytics company), Interos (supply chain and
risk management software), and Kensho Technologies (AI company),
Calhoun also worked for 13 years at the Central Intelligence
Agency, leading the creation and leadership of data science and
machine learning teams. 

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