Youngs Advisory Group, an Independent Registered Investment Advisory Firm, has appointed Matthew Short as a Senior Wealth Manager.
Moves & Appointments
Quilter Investors has hired Ian Jensen-Humphreys as a Portfolio Manager. Jensen-Humphreys joins from 7IM where he was most recently Deputy Chief Investment Officer.
Refinitiv has appointed Charles Smith as head of Digital Solutions, Wealth Management.
The Board of Directors of Envestnet has made four leadership appointments: William Crager as Chief Executive Officer; Stuart DePina as President of Envestnet; James Fox as Chairman of the Board of Directors; and Charles Roame as Vice Chairman of the Board of Directors.
Independent wealth management firm Ballentine Partners has appointed Elisa Gruber Lustig as Director of Private Investing.
Nucleus, an adviser-built wrap platform, has broadened its executive team by hiring Martin Ettles as its chief risk officer.
Following the launch of its formal association with Singapore firm, ArrowGates, McCarthy Denning has added to its South East and North Asia team with the addition of new partner and private client specialist, Zac Lucas.
Global digital wealth management solutions provider, InvestCloud, has appointed Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC.
Leading investor services group IQ-EQ has appointed Peter Golovsky as its Managing Director, Head of Private Wealth, Asia.
Eaton Vance Corp (Eaton Vance) has appointed Jessica Kung as Chief Human Resources Officer.