People moves
Rockefeller Capital Management
The financial services firm has bolstered its private wealth management platform with the addition of The Hambleton Fieler Group.
The team is based in Cincinnati and joins from Merrill Lynch.
The Hambleton Fieler Group consists:
- Ross Hambleton, managing director and private wealth adviser;
- Michael Fieler, managing director and private wealth adviser;
- Matthew Hambleton, managing director and private wealth adviser;
- Andrew Sullivan, vice president and private wealth adviser;
- Carrie Thomas, vice president and chief investment officer;
- Margaret Hawk, vice president and team chief operating officer;
- Marcy Maudlin, lead administrative partner; and
- Kathleen Stucker, senior client associate.
UBS Wealth Management USA
Jin Hu has joined the firm as a financial adviser in the 1285 Avenue of the Americas branch office in New York City.
She joins UBS with over 20 years’ of experience in the wealth management industry, most recently serving as a senior financial adviser at Merrill Lynch Wealth Management.
RBC Wealth Management
The wealth firm has hired The Keith, Carr Wealth Management Group.
The group joins from Merrill Lynch and is composed of:
- Aaron Keith, managing director and financial adviser;
- Ryan Carr, associate vice president and financial adviser; and
- Karon Blue, senior financial associate.
Two Ocean Trust
The Wyoming trust company has hired Chris Norwine and Nick Lovett as head of business development and operations manager, respectively.
Norwine joins from BNY Mellon’s Pershing adviser solutions unit where he was vice president and senior business development officer, while Lovett was previously operations manager at Jackson Hole Trust Company.
Americana Partners
The registered investment adviser (RIA) firm has hired Ronald Thacker as president.
Thacker is a former managing director and regional director for Morgan Stanley Wealth Management.
Glenmede
The independently owned investment and wealth management firm has appointed Linda Manfredonia as regional director of its Wilmington office and president and chief executive of The Glenmede Trust Company of Delaware (GTCDE).
Manfredonia joins Glenmede from PNC as successor to Geoff Rogers who will retire at month-end following 22 years as the head the Wilmington regional office.
RMB Capital
The independent investment advisory firm has named Michele Francisco as chief client officer and Seth Davis as managing director of wealth management.
Francisco, a partner in the firm, previously served as RMB’s head of wealth management.
Davis is formerly senior wealth manager and a partner in the firm since 2015.
BIP Wealth
The wealth management firm has hired Andy Bunch to its team of personal wealth advisers.
Bunch was previously an associate at Homrich Berg, an independent wealth management firm.
