This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Wally Head went to Gresham; Jennifer Mitchell joined Tiedemann Wealth Management; Jeffrey Patterson and Rick Pucci became registered reps with Securities America; and Ben Marzouk joined Monroe Capital.
Also, Schroders welcomed four additions; Stephen Wagenbach joined Commonfund; Kerry Anne Murphy went to Eagle Asset Management; Citi Private Bank welcomed Michael Sak; and Denise Brinker was promoted at Allianz Life.
Atlanta Capital Group Adds Advisors
Atlanta Capital Group announced on May 1 that it has hired David McInnis and Richard Artzi as wealth management associates and high-net-worth consultants.
Artzi (left) has more than 15 years of experience in the financial services industry, first with Morgan Stanley Dean Witter and most recently with CUNA Brokerage, where he was vice president, financial advisor and trust liaison officer.
McInnis (right) brings more than eight years of financial experience. He started his career at A.G. Edwards & Sons, and most recently was a senior consultant with Morgan Stanley where he headed business development initiatives and worked with corporate clients and individuals.
Tiedemann Wealth Management Appoints Jennifer Mitchell Managing Director
Tiedemann Wealth Management announced Tuesday that it has appointed Jennifer Mitchell as a managing director. Based in New York, she will report directly to Craig Smith, president.
With more than 20 years of experience in wealth management and financial services, Mitchell was most recently managing director at Barclays Wealth, where she focused on investment and wealth management services for ultra-high-net-worth clients and built a client base around self-made first-generation entrepreneurs and retired executives. Previously, as managing director at J.P. Morgan Private Bank, she worked with a client base that included Forbes 400 families, CEOs and entrepreneurs. During her career, she has also held positions at Sanford C. Bernstein & Co.
Gresham Partners hires Wallace Head as Vice Chairman
Independent wealth management firm Gresham Partners announced Monday that Wallace Head has joined the firm as vice chairman and principal. With a wealth management career spanning over three decades, he will lead strategic initiatives to grow the business, raise Gresham’s national visibility, and serve as a senior advisor to families and their related entities.
Prior to joining, Head was at the helm of Personal Fiduciary Advisors, which will become a subsidiary of Gresham. Earlier, he was executive managing director and CEO of wealth management at The PrivateBank and Trust Co., headquartered in Chicago, where he also served as a member of the executive committee and its board of directors and chairman of its trust committee. Previously, he was president of Family Office Exchange, a managing director of Sanford C. Bernstein & Co. and a tax partner and national director with Arthur Andersen & Co.
Securities America Welcomes Patterson, Pucci
Securities America announced Tuesday that the financial advisors Jeffrey Patterson and Rick Pucci have become registered representatives.
Patterson joined the financial services industry in 1995 and made the transition to the independent sector five years ago. He has more than $375,000 in annual revenue and $32 million in assets under management, and his business, Patterson Wealth Management, is located in Chesterfield, Mo.
Pucci spent 20 years in corporate finance before turning his attention to personal financial planning. He then worked for a large international wirehouse before moving to the independent sector to build his own independent financial service practice. He has $300,000 in annual revenue and $18 million in assets under management, and his business, Park Ridge Financial, is located in Park Ridge, Ill.
Monroe Capital Adds Marzouk as New York Region Group Head