This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; Kevin Fernandez and David Grossman went to Deutsche Bank Private Wealth Management; and Pinnacle made Michael Kitces a partner.
Also, Agustin Fleites became CEO at Invest N Retire; Robert Martin went to Citi Private Bank; Jim Dobbs joined IMCA; and Frank Hayn went to National Planning Holdings.
BondDesk Appoints Donald Swartz as New Head of Technology
BondDesk Group LLC announced Monday the appointment of Donald Swartz as head of technology. In this role, he will oversee the application engineering and development teams and manage the technology support and service delivery teams. He has more than 15 years of technology leadership experience at firms such as Freddie Mac, Capital One Financial Services and Sprint Corporation.
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Tal Elyashiv, current head of technology, will be transitioning the position to Swartz beginning in April and will remain in an advisory capacity for the next 12 months.
Raymond James Names New Regional Director for Financial Institutions Division
John Houston, managing director of the financial institutions division (FID) of Raymond James Financial Services, Inc., announced recently that Jamie Kosharek has been promoted to southeast regional director for the division, which includes the states of Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina and Tennessee.
Kosharek first joined Raymond James in 2000 in risk management and compliance. Most recently she was director of national accounts and administration.
Fernandez and Grossman Join Deutsche Bank Private Wealth Management
Deutsche Bank Alex. Brown, the U.S. Private Client Services division of Deutsche Bank Securities Inc. and Deutsche Bank Private Wealth Management, announced March 21 that Kevin Fernandez and David Grossman have joined the bank as directors and client advisors in its Miami office, where they will assist high-net-worth individuals and families. They report to Thomas Morris, a managing director and regional executive for the Miami office.
Fernandez joins from Wells Fargo Advisors, where he was a senior vice president and financial advisor for the past 10 years. He began his career as a financial advisor with Dean Witter Reynolds before joining Donaldson, Lufkin & Jenrette (DLJ).
Grossman also joins from Wells Fargo Advisors, where he was a vice president and financial advisor for the past four years. Previously, he held financial advisor positions with DLJ, Smith Barney and Dean Witter Reynolds, where he began his career.
Michael Kitces Made Partner At Pinnacle Advisory Group
Pinnacle Advisory Group, based in Columbia, Md., announced March 20 that Director of Research Michael Kitces has been made a partner of the firm.
Two years ago Financial Planning magazine labeled Kitces the industry’s “Deep Thinker,” and the Financial Planning Association presented him with the Heart of Financial Planning Award. Kitces is co-author of The Annuity Advisor and Tools & Techniques of Retirement Income Planning, and appears regularly in numerous financial publications, including AdvisorOne.