Buchalter has added shareholder William J (Bill) Keeler, Jr to the firm’s growing Tax & Estate Planning Practice Group in Portland.
Moves & Appointments
EQ Investors (EQ), the B Corp wealth manager, has appointed longstanding employees Nath Papadacis, Sophie Kennedy, and Mark Howlett as joint-CEOs, with former CEO, John Spiers moving to the role of Non-Executive Chair.
Options Solutions, a specialised asset-management firm that was created to help high-net-worth investors add conservative options strategies to their portfolios, has named its leadership team.
Wealth management and professional services group Tilney Smith & Williamson has recruited Paul Barker, a chartered financial planner with a career dedicated to helping medical professionals with their finances.
International professional services provider, Equiom, has appointed Jodi Langlois as Client Services Director.
JTC has appointed Naro Zimmerman as director and head of its Dubai office for private client services.
IFA Equilibrium Financial Planning, based in Cheshire, has appointed a new head of marketing following a period of planned, sustained growth.
Two Ocean Trust, a Wyoming-chartered trust company that provides comprehensive traditional and digital asset wealth management services for high net worth individuals, family offices, and advisers, has appointed Chris Norwine and Nick Lovett as Head of Business Development and Operations Manager, respectively.
Barclays Private Bank has established a presence in France and Italy by making new appointments in Paris and Milan to bring a full range of advisory and discretionary products and services to Family Offices and Ultra High Net Worth Clients.
Avantax Wealth Management has expanded its Senior Leadership Team by adding three financial services industry veterans who are committed to supporting the distinctive community of more than 3,700 Avantax Financial Professionals and the Home Office staff serving them.