This week in new hires, Carol Yochem joined TD Wealth; Karen McNeill was appointed head of family history for U.S. Bank’s Ascent Private Capital Management; Nanette Abuhoff Jacobson was tapped as global investment strategist for Hartford Funds; Kenneth Robb and Robert DiMaggio joined fi360; RidgeWorth Investments welcomed Christopher Danos, Scott Goldberg and Mallory Carr; Amar Kothapalli was promoted to partner at Baker Tilly Virchow Krause; and John Liebowitz joined Davis Polk as a partner.
Also, Lincoln Financial Advisors appointed Bill Fortner managing director; Washington Trust named Mark Gim head of Washington Trust Wealth Management; Simple Alternatives added two new managers as subadvisors to its S1 fund; clark Kendall was named to the City of Rockville’s financial advisory board; the SEC promoted Amelia Cottrell to associate regional director for enforcement in New York; Lisa Weil was named to the SPARK Institute’s board of directors; and Commonwealth Financial was named a Best Place to Work for a seventh time.
Carol Yochem Joins TD Wealth as Regional Wealth Leader in the Carolinas
TD Wealth, which provides clients with customized private banking and wealth management services in partnership with TD Bank, has announced the addition of Carol Yochem as senior vice president and regional wealth leader for the metro Carolinas region. She will be based at TD Bank’s regional headquarters in Greenville.
Yochem joins from First Citizens Bank & Trust in Raleigh, N.C., where she served as executive vice president and head of the bank’s wealth management business line. Prior to this position, Yochem spent 18 years in executive and senior executive positions with SunTrust Bank in Tennessee.
Karen McNeill Appointed at Ascent Private Capital Management of U.S. Bank
U.S. Bank Wealth Management announced recently that Karen McNeill has been appointed head of family history for Ascent Private Capital Management of U.S. Bank. She reports to Scott Winget, senior managing director of wealth impact planning. In her new role, McNeill works directly with families to research and present family and business histories as part of a comprehensive wealth planning platform. As part of Ascent’s wealth impact planning team, she helps families uncover and construct meaningful family histories, then delivers them in live presentations, often at family meetings or retreats.
McNeill has more than 15 years of experience in working on personal history projects with individuals, as well as with private- and public-sector organizations. Prior to joining Ascent, she taught history at the University of California, Berkeley; the University of the Pacific, Ohlone Collegeand the Academy of Art University. She has also served as senior historian/architectural historian at Carey & Co. in San Francisco.
Jacobson to Succeed Rullo as Hartford Funds Global Investment Strategist
Hartford Funds has named Wellington Management Co.’s Nanette Abuhoff Jacobson as global investment strategist. She succeeds Jim Rullo, who will retire from Wellington Management at the end of June. In her new role, Jacobson will analyze and interpret markets and investment opportunities, write regularly on events that impact the global financial markets and provide commentary.
In addition to her role as global investment strategist, Jacobson serves as asset allocation strategist at Wellington Management. Prior to her current role, she was director of fixed income product management. She joined Wellington Management in 2005 as an investment director for U.S. fixed income products. Previously, Jacobson held positions at JPMorgan, Security Pacific National Bank, Interactive Data Corp. and IBM. fi360 Appoints Kenneth Robb Chief Technology Officer
fi360 announced that Kenneth Robb has joined the company as its chief technology officer. In this newly created position, he will lead the ongoing strategy and execution of fi360’s technological vision, including product design and development, external partnerships, risk management and security, and companywide technology standards.
fi360 also announced the addition of Robert DiMaggio to its technology staff as vice president of integration and data analytics. DiMaggio is responsible for overseeing the implementation and use of client, institutional and financial data across fi360’s software applications.
Over his 19-year career, Robb has managed more than $1 billion in information technology assets. Most recently, he was an independent solutions consultant, providing technical expertise to clients including Bank of New York Mellon. Prior to that, he was the chief technology officer at Basis100, overseeing the technical consolidation of multiple systems resulting from acquisitions.
DiMaggio brings expertise in big data management and processing, as well as diverse entrepreneurial experience building complex Web applications.
RidgeWorth Investments Welcomes Danos, Goldberg and Carr
RidgeWorth Investments announced the addition of three new members to its client support team: Christopher Danos, Scott Goldberg and Mallory Carr. In his position as senior national accounts manager, Danos will be responsible for business development and account management for the wirehouse channel. Goldberg, also a senior national accounts manager, will head business development for the defined contribution investment only (DCIO) team as well as work with the private banks. Carr, also a senior national key accounts manager, will oversee business relations with registered investment advisors and the independent broker/dealer channel.
Danos brings 18 years of investment experience and account management. Previously, he was vice president and director of strategic relationships at Highmark Capital Management in Boston. Prior to that, he served as senior vice president and managing director at Evergreen Investments and vice president and senior national accounts manager at Pioneer Investments.
Goldberg brings 10 years of investment experience, most recently serving as senior sales consultant at Hartford Funds in Atlanta. Prior to that, he was vice president at both Old Mutual Asset Management and Trusco Capital Management.
Carr’s career includes 18 years in sales, business development, marketing and account management in the investment industry. Prior to joining, she served as senior national accounts manager and vice president at Invesco in Houston.
Baker Tilly Promotes New Partner in Financial Services Industry Team
Accounting and advisory firm Baker Tilly Virchow Krause has promoted Amar Kothapalli to partner in the financial services industry team. He specializes in working with financial institutions, including those in the insurance and asset management industries.
Throughout his career, Kothapalli has served clients including life, property and casualty, and health insurance companies; large multifund registered fund families; nonregistered partnerships; hedge and venture capital funds; investment advisors (private and public); broker-dealers; and banking institutions. In addition to financial statement audit, he has experience in other attestation engagements including internal audit, agreed-upon procedures, and examination engagements. John Liebowitz Joins Davis Polk as Partner
Davis Polk & Wardwell announced that Jon Leibowitz, former chairman of the Federal Trade Commission (FTC), is joining the firm as a partner in its Washington, D.C., office. He will will provide counsel in the developing area of privacy law.