This week in new hires, Mercer Hammond named three new national segment leaders; National Advisors Trust brought in Joseph Morsman; BKD Wealth Advisors announced internal promotions; and U.S. Bank’s Private Client Reserve announced four new appointments.
Also, Amy Temkin was appointed vice president of strategic accounts by Curian Capital; Sarah Hinton was named senior counsel at Chambers Street Properties; Donald McGuire went to NewOak; and Robert Adler joined Thomas J. Herzfeld Advisors.
Mercer Hammond Names National Segment Leaders
Rich Nuzum, head of the investments business in the U.S. for Mercer Hammond, announced Tuesday that the firm has named new national segment leaders to lead three major components of the U.S. investments market. All three will continue to spend the majority of their time consulting with clients.
Rich Marra has been named to head the not-for-profit healthcare segment. He has 22 years of corporate finance experience and 15 years of institutional investment experience. He was formerly an assistant treasurer and director of pension investments at a major U.S. corporation. Chris Adkerson has been named to head the higher education endowments segment. He has 16 years of experience. Russ LaMore has been named to head the foundations segment. He serves as a consultant to a group of not-for-profit clients in the foundation and endowment segments and has 23 years of industry experience.
National Advisors Trust Welcomes Joseph Morsman
National Advisors Trust announced Tuesday that Joseph Morsman has joined the company as senior vice president–institutional trust, effective Oct. 8. He will also serve as assistant compliance officer, and will be a member of the trust company’s executive management team and risk assessment committee.
Morsman is an attorney and certified public accountant with more than 29 years of experience in employee benefits. Prior to joining, he was senior vice president at Benefit Trust Co., and also held executive leadership positions with M&I Wealth Management, J.P. Morgan Retirement Plan Services and American Century Investment Management.
BKD Wealth Advisors Announces Promotions
Staff promotions and a certification were announced Monday by BKD Wealth Advisors.
Lynn Mayabb has been promoted to office director for the Kansas City and St. Louis practices. She has been an advisor for more than 20 years, and is the director of the firmwide financial planning committee.
Amy Frizzell has been promoted to office director for the Indianapolis, Ind., practice. She has been has been an advisor to high-net-worth families for 12 years.
Gretchen Cliburn, managing advisor, has received the Certified Divorce Financial Analyst (CDFATM) designation. She has been an advisor for 16 years, providing financial and estate planning services to high-net-worth families.
Private Client Reserve of U.S. Bank Names Cappelano, Donahue, Maaske, Oehler
The Private Client Reserve of U.S. Bank announced several new appointments recently.
John Cappelano has been appointed vice president and senior portfolio manager in Sacramento. In this role, he will oversee both individual and trust accounts, developing customized investment portfolios for high-net-worth clients. He brings more than 25 years of financial experience, and comes from The Wells Fargo Private Bank, where he served as a senior portfolio manager. Before that, he was a founding member at Contago Capital Advisors at ZionsBancorp, where he directed the ultrahigh-net-worth portfolio management team based in the Bay Area.