Fiduciary

David Wong, CFA, Joins Callan's Private Equity Consulting Team

Retrieved on: 
Vendredi, décembre 1, 2023

SAN FRANCISCO, Dec. 1, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that David Wong, CFA, joined the firm's Alternatives Consulting group as a senior vice president.

Key Points: 
  • SAN FRANCISCO, Dec. 1, 2023 /PRNewswire/ -- Callan , a leading institutional investment consulting firm, announced today that David Wong, CFA, joined the firm's Alternatives Consulting group as a senior vice president.
  • Based in the San Francisco office, Mr. Wong reports to Pete Keliuotis , executive vice president and head of alternatives consulting at Callan.
  • With decades of private equity and broader alternatives consulting experience, Mr. Wong will work collaboratively with Callan's institutional clients and consultants to implement private equity portfolios, including direct partnership evaluations, direct co-investment evaluations, and fund-of-funds searches.
  • "David brings tremendous value to the Callan team, including a deep understanding of the private equity and venture capital industry, as well as a passion for innovation," said Mr. Keliuotis.

Thomas Nonnweiler Joins Fiduciary Trust Company as a VP and Investment Officer

Retrieved on: 
Mardi, octobre 10, 2023

Fiduciary Trust Company (“Fiduciary”), a Boston-based private wealth management firm, is pleased to announce the hiring of Thomas Nonnweiler, CFP ®, as a Vice President and Investment Officer.

Key Points: 
  • Fiduciary Trust Company (“Fiduciary”), a Boston-based private wealth management firm, is pleased to announce the hiring of Thomas Nonnweiler, CFP ®, as a Vice President and Investment Officer.
  • Nonnweiler will report to Sidney Queler , Head of Wealth Management.
  • View the full release here: https://www.businesswire.com/news/home/20231010191155/en/
    Thomas Nonnweiler, VP and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
    As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.
  • “His experience serving with high-net-worth families as well as his planning credentials will benefit our clients and complement our team.”
    “I look forward to joining the talented group of professionals at Fiduciary,” said Nonnweiler.

Lee Ann Hitchman, Partner, and Professional Fiduciary of Hitchman Fiduciaries, Receives NACCM Certification Achievement

Retrieved on: 
Lundi, septembre 11, 2023

NEWPORT BEACH, Calif., Sept. 11, 2023 /PRNewswire-PRWeb/ -- Hitchman Fiduciaries, a leading fiduciary services firm and care management located in Newport Beach and Torrance, CA, is thrilled to announce Lee Ann Hitchman's application for NACCM (National Academy of Certified Care Managers) certification as a Certified Care Manager (CMC) has been approved. This prestigious achievement not only recognizes one's dedication to the profession and underscores a strong commitment to deliver high-quality, care management services.

Key Points: 
  • This prestigious achievement grants Lee Ann Hitchman the "CMC" designation for the next three years, highlighting her dedication to professional excellence and continuous development in the ever-evolving field of care management.
  • As a result of this successful recertification, Lee Ann Hitchman has been awarded a certificate that remains valid for the next three years.
  • Hitchman Fiduciaries encourages all care managers to stay up to date with NACCM, by regularly visiting their website at http://www.naccm.net .
  • Should any questions or concerns arise regarding certification or recertification, Hitchman Fiduciaries is always readily available to provide assistance.

Anne Fitzpatrick Donahue Joins Fiduciary Trust International as Head of New York Office; Paulina Mejia Begins New Role Serving Firm’s Largest Clients

Retrieved on: 
Mardi, mai 23, 2023

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, welcomes Anne Fitzpatrick Donahue as its new regional managing director responsible for the New York office.

Key Points: 
  • Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, welcomes Anne Fitzpatrick Donahue as its new regional managing director responsible for the New York office.
  • Paulina Mejia, who previously managed the New York office, will transition into a new role as national fiduciary counsel, where she will serve the firm’s largest clients, as well as clients with the most complex needs.
  • Ms. Mejia will report to Gail E. Cohen, chair of Fiduciary Trust International’s board of directors and general trust counsel, and will also be responsible for attorney outreach.
  • Prior to Northern Trust, Ms. Donahue was senior vice president and regional manager of People’s United Bank in New York.

Fiduciary Trust Names Sidney Queler as Head of Wealth Management

Retrieved on: 
Mardi, avril 25, 2023

Fiduciary Trust Company (“Fiduciary”) , a Boston-headquartered private wealth management firm, is pleased to announce that Sidney Queler has recently joined the firm as Head of Wealth Management.

Key Points: 
  • Fiduciary Trust Company (“Fiduciary”) , a Boston-headquartered private wealth management firm, is pleased to announce that Sidney Queler has recently joined the firm as Head of Wealth Management.
  • View the full release here: https://www.businesswire.com/news/home/20230425005391/en/
    Sidney Queler, Head of Wealth Management at Fiduciary Trust Company (Photo: Business Wire)
    Queler is responsible for the strategic direction, oversight, and enhancement of Fiduciary’s distinctive client service and new business development activities.
  • He brings more than 30 years of wealth management experience to Fiduciary, previously serving as the Chief Growth Officer for CIBC Private Wealth Management and National Director of Business Development of CIBC-Atlantic Trust.
  • Earlier, Queler served in senior positions at Curian Capital, the Capital Management Group at Avatar Associates, and BTS Asset Management.

Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner

Retrieved on: 
Jeudi, mars 2, 2023

Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner.

Key Points: 
  • Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner.
  • Mr. Kirkbride is based at the Evercore headquarters in New York City; Mr. Palles and Mr. Saia are based at the Evercore Wealth Management and Evercore Trust Company, N.A.
  • “Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
  • Mr. Saia is a wealth & fiduciary advisor at Evercore Wealth Management and Evercore Trust Company, delivering strategic planning and fiduciary advice to high-net-worth and ultra-high-net-worth families and contributing to the Fiduciary Oversight Group.

Mannion Prior, LLP Acquires The Fiduciary Review and The Fiduciary Reporter, Publications Essential to Trust and Fiduciary Law

Retrieved on: 
Vendredi, février 17, 2023

The Review and The Reporter often have been the only source for such information across Pennsylvania.

Key Points: 
  • The Review and The Reporter often have been the only source for such information across Pennsylvania.
  • Mannion Prior is well-suited to carry on the traditions of The Review and The Reporter.
  • Mannion Prior's partners include several Fellows in the prestigious American College of Trust and Estate Counsel ("ACTEC"), multiple leaders of various county and state bar association committees, and former law review editors.
  • Mannion Prior's stewardship will begin with the February 2023 issues of The Review and The Reporter.

Mission Wealth Announces Merger with Murphy Capital Advisors

Retrieved on: 
Mardi, janvier 31, 2023

PHOENIX, Jan. 31, 2023 /PRNewswire/ -- Mission Wealth LP announced today that it has merged with Murphy Capital Advisors, a firm founded by Matt Murphy, CFP®.

Key Points: 
  • PHOENIX, Jan. 31, 2023 /PRNewswire/ -- Mission Wealth LP announced today that it has merged with Murphy Capital Advisors, a firm founded by Matt Murphy, CFP®.
  • Mission Wealth announces merger with Murphy Capital Advisors, a firm founded by Matt Murphy, CFP® in Goodyear, AZ.
  • President Dannell Stuart announced, "We are proud to welcome Matt Murphy and Murphy Capital Advisors to Mission Wealth.
  • "It is a privilege to share that Matt Murphy with Murphy Capital Advisors has joined the Mission Wealth team as both an advisor and partner.

Cryptoassets: Beyond the Hype

Retrieved on: 
Mercredi, janvier 4, 2023

NEW YORK, Jan. 4, 2023 /PRNewswire/ -- A new report by CFA Institute, the global association of investment professionals, brings forward a dispassionate review of the development of digital finance from the point of view of investment practitioners. The report establishes a series of recommendations for institutional investors and policymakers. CFA Institute believes that cryptoassets demand a strong and clearly defined regulatory framework to protect investors, and without such a framework, crypto will be unable to gain mainstream acceptance.

Key Points: 
  • Trust in the integrity of crypto markets is essential to attract investors and build crypto networks to scale.
  • The debacle at FTX shows the harm that can come to investors and platform participants when client assets are not kept safe.
  • The example of FTX further underlines the importance of custody issues and the responsibility of investors to base their decisions on the investment case and not on hype and speculation."
  • "To puncture the hype, investors must think through what is actual, what is potential, and what is merely aspirational.

The S.E. Farris Law Firm Takes on Walgreens in Privacy Case

Retrieved on: 
Vendredi, décembre 16, 2022

ST. LOUIS, Dec. 16, 2022 /PRNewswire-PRWeb/ -- The S.E. Farris Law Firm has taken on the case of Carrara v. Walgreens in behalf of Danielle Carrara. The plaintiff has allegedly suffered severe emotional distress, humiliation, and negatively impacted relationships with her loved ones due to the disregard for her right to privacy by the defendant. Carrara reached out to The S.E. Farris Law Firm to file a personal injury lawsuit on her behalf.

Key Points: 
  • Farris Law Firm has taken on the case of Carrara v. Walgreens in behalf of Danielle Carrara.
  • Farris Law Firm to file a personal injury lawsuit on her behalf.
  • Farris Law Firm is dedicated to providing compensation to personal injury victims who have unfairly suffered due to the actions and/or negligence of others.
  • Farris Law Firm, or to schedule a free initial consultation, please call (314) 252-9937 or visit their website at http://www.farrislaw.net .