? Benjamin Ledyard, a veteran wealth advisor and former managing director of the Wilmington Trust Company, has joined Silver Bridge Advisors. Ledyard will serve as director of wealth strategies for the Boston-based firm and as regional director for the Mid-Atlantic area working out of Wilmington, Delaware.
? Tim Kochis, CEO of Aspiriant, the powerhouse wealth management firm formed in 2008 by the merger of San Francisco’s Kochis Fitz and Quintile Wealth Management of Los Angeles, has announced that he will be stepping down from his position effective November 1. He will be succeeded by Rob Francois, who had been Quintile’s CEO and has served as Aspiriant’s chief operating officer since the firm’s founding. The change in roles has been expected.
? Duane Thompson, managing director of the Financial Planning Association’s Washington, D.C. office–and the planners group’s top lobbyist, is leaving the FPA after 14 years.
? Steve Fadem has joined Geller & Company, the New York-based strategic financial advisory and wealth management firm, as senior managing director and COO.
? Mick Moloney has been appointed head of Mercer’s global Financial Strategy Group (FSG). The FSG, a joint initiative of Mercer’s investment consulting and retirement, risk, and finance consulting businesses, provides strategic funding and investment advice to large corporate and complex fiduciary clients to help them manage financial risk in their retirement programs.
? NewOak Capital has announced the appointment of William Denton as managing director and head of client development for its integrated advisory, asset management, and capital markets businesses. He will be responsible for coordinating all client development efforts for advisory and capital markets areas of the firm.