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Citi Private Bank is seeing value in the Florida wealth market and has launched an office in Boca Ration to tap into the growing wealth segment.
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Citi Private Bank is continuing its hiring efforts in Dallas, Texas, as it continues to see the city’s ultra-high-net-worth family market as a growing business area.
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RBC Wealth Management has brought on Jason Braunstein, as first vice president and branch director of its Sun City, Arizona office.
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BNY Mellon Wealth Management has created a new role of sales director for its Bethesda, Maryland office.
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BNY Mellon Wealth Management has brought on Osman Babson and Bradley Mattox as senior relationship managers in its Boston headquarters.
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HighTower Advisors has tapped the Wall Street veteran team of Morse, Towey & White.
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Citi Private Bank has hired Larry Tekler, regional managing director for Wells Fargo Family Wealth, as managing director and Western region head of investments for the private bank.
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HSBC Private Bank has tapped Mark Pittsey, a former executive with Wells Fargo, to the post of managing director and regional manager for the Bay Area and the Northwest region of the U.S.
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Continuing with its efforts to expand its staff in the U.S. and Canada, Citi Private Bank has brought on Martin Rosa in its Chicago hub, as director and private banker.
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BNY Mellon Wealth Management is continuing to expand its reach in the U.S. and has entered into the Santa Barbara, California, wealth market, according to a spokeswoman.
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Fiduciary Trust Company International has expanded its New York operations, with the appointment of Mary Davey and Lisa Marcus as a senior relationship manager and business development officer, respectively.
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BNY Mellon Wealth Management is building on its recent expansion in the Florida market as the firm continues to see ongoing opportunities to expand its presence in the region, Paul Dresselhaus, managing director Florida West, told PAM.
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GenSpring Family Offices is continuing to build out its presence in Costa Mesa, California, after acquiring Cymric Family Office Services in 2008, in an attempt to tap into the market.
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Barclays Wealth is expanding in Atlanta, targeting the region in particular as it has the country’s third largest concentration of Fortune 500 companies.
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BNY Mellon Wealth Management tapped two private bankers for its Florida offices as a part of its national expansion strategy.
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Wells Fargo Private Bank is continuing its expansion in Florida by adding two new members to its Tampa and Jacksonville offices.
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U.S. Trust, Bank of America Private Wealth Management is continuing its plans for expansion, particularly on the West Coast.
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GenSpring Family Offices is making a push to build a new presence in the Northern California market, with a focus on inherited, entrepreneurial, real estate and technology wealth.
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CTC Consulting, which recently unveiled its Boston hub, is bolstering its staff. To that end, it tapped Bill Monaghan, former founder and cio of Pinyon Peak Capital Management, in the role of senior consultant.
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Barclays Wealth has recruited HSBC Private Bank’s Dana Jacobs and Alan Vorwald as investment managers for its Los Angeles office. Both report to Doug Ireland, senior manager for the California region.
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Russian entrepreneurs lack experience with and seeking education on wealth succession, according to a study conducted by UBS and Campden Research.
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Lenox Advisors’ Brad Scoular is leaving his current v.p. position to take over a new role as a relationship manager at the firm’s new Los Angeles office, effective immediately.
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U.S. Trust, Bank of America Private Wealth Management has brought on Henry Middleton as market executive for its Palm Beach and Treasure Coast markets.
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Barclays Wealth is continuing its expansion throughout the U.S. and is bolstering its hub in Palm Beach, Fla.
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Citi Private Bank has hired Steven Gold, former director of Harris myCFO Investment Advisory Services, as a managing director and private banker for its San Francisco office.
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Wilmington Trust, which has hired approximately 20 wealthy advisory professionals in the past six months, is continuing its expansion into the Southeast region from Atlanta.
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Cedar Street Advisors, the Milwaukee, Wis.-based wealth advisory firm catering to business owners, wealthy families and executives, is planning to establish a presence in Atlanta as it believes it is the ideal location for a hub to tap into the Southeast wealth markets, Gregg George, senior v.p. and director, told PAM.
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Brown Brothers Harriman is expanding in Atlanta and in the Southeast.
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Brown Brothers Harriman is bolstering its staff in Charlotte, N.C. and has promoted Brett Sovine, managing director, to the position of president and ceo of Brown Brothers Trust Company.
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Chicago-based HighTower is bolstering its Northern California presence with the hiring of Barnaby Levin as managing director and partner.
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Citi Private Bank is looking to grow in Florida, particularly in its Palm Beach and Miami offices, said Mark Maller, head of Citi Private Bank in Florida.
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Fortigent is making a push to expand its presence on the West Coast, as the region hosts nearly a quarter of its current client base, Gary Carrai, senior managing director of consulting and sales, told PAM.
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BNY Mellon Wealth Management is continuing its expansion nationwide and has added to its offices in Seattle and Boston.
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EFG Capital, the U.S.-based private wealth management unit of EFG International, has launched an office in Key Biscayne, marking its second office in the state of Florida.