Progeny has appointed a Chief Technology Officer (CTO) to drive and capitalise on the adoption of technology across the business and deliver on the firm's connected strategy.
Moves & Appointments
Family office Pitcairn has appointed Bruce Stewart as Managing Director of Client Investment Strategy.
Wells Fargo & Company has appointed Barry Sommers as CEO of Wealth & Investment Management (WIM(, effective 22 June, reporting to CEO Charlie Scharf.
Bernstein Private Wealth Management (Bernstein), a unit of AllianceBernstein (AB), has appointed Kristen Dalton as a Managing Director, joining the leadership team in its New York City office.
Northern Trust Wealth Management has added a new team member to the Foundation & Institutional Advisors (FIA) practice in the Northeast Region.
Wedbush Securities has appointed William (Bill) Brinckerhoff as Managing Director, Regional Executive.
UK wealth management group Tilney, which looks after over GBP24 billion of assets for clients, is building up its team and the services they provide to look after the financial wellbeing of both current and former sports professionals.
Wealth manager Charles Stanley’s Leeds office has bolstered its investment management team with a new hire. Martin Tyson joins as Investment Director from Brewin Dolphin, where he was a Divisional Director. He worked in the Leeds office for 17 years, heading up a team of six.
Ilka Gregory is to join Truvvo Partners, a wealth management firm that works with a select group of ultra-high-net- worth families and institutions to provide Strategic Advice and Planning, Investment Management, and Direct Investments. as Head of Client Relationships.
Lombard International Group, a specialist in wealth and succession planning solutions for high net worth individuals, families and institutions, has appointed Michael Gordon as Group Chief Operating Officer (COO), in addition to his existing role of Chief Executive of the US business.