The Shuffle
17 May 2012
AMERICAS Investment Advisory Wunderlich Securities recruited Jane Brokaw Lutz to its private client group office in Dallas as a senior vice president from Morgan Keegan. The firm opened its private client group office in Dallas in Read more…
MLB Advisors Hire Kathryn Habluetzel
15 May 2012
MBL Advisors, the boutique financial services focused on compensation consulting and executive Benefit planning for companies and wealth transfer planning and private client insurance, recruited Kathryn R. Habluetzel as managing director. The member firm of the M Read more…
FOX Taps Alexandre Monnier as President
10 May 2012
Family Office Exchange has hired Alexandre Monnier as president. Monnier will play a major part in the global organization’s next phase of growth, which includes the launch of the FOX Wealth Center website, the introduction Read more…
The Shuffle
19 April 2012
AMERICAS Family Office Sentinel Trust Company, the boutique wealth manager and multi-client family office based in Houston, Texas recruited Lissa Gangjee as senior vice president, senior relationship officer and member of the firm’s executive committee. She Read more…
Geller Family Office Creates New CIO Position
29 March 2012
Geller Family Office Services has tapped Robert Wedeking as CIO, a new position. GFOS is a division of Geller & Company, a strategic financial advisory firm based in New York. Serving as a member of the Read more…
The Shuffle
23 March 2012
AMERICAS Family Office Boutique wealth advisory firm Silver Bridge hired Bradley Fisher as managing director and lead of the firm's family office advisory practice. Based in San Francisco, he will also act as faculty advisor for Read more…
The Shuffle
24 February 2012
The Americas – Family Office San Antonio-based Covenant Multifamily Offices named Josh Day as the firm’s new family governance strategist. He will report to founder and CIO Kevin Harris and will be responsible for coordinating Read more…
The Shuffle
26 January 2012
The Americas Barclays Wealth Trustees (US) named existing Barclays Wealth director David Chambers as president. Chambers has been tasked with running and growing the Delaware-based business which was established in early 2010 and operates under Read more…
September People Moves
28 November 2011
The Americas Barclays Wealth has hired Michele Huff Powell to its Dallas office as a director and investment representative. BNY Mellon has appointed Fred Young to the position of managing director of sales for investment management serving the Read more…
October People Moves
28 November 2011
Family Office Chris Cecil, the former family office president of GenSpring Family Offices, has been promote to partner. He will now oversee the sourcing of potential GenSpring clients through national and local referral networks. Eric Ridenour assumes Read more…