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March 19, 2015 at 06:06 AM
This week in personnel announcements and new hires, Wilmington Trust added two managers in Delaware and opened a new office in New Jersey, the Private Client Reserve welcomed Kate Phelan and Pilar Pettys, and Loeb & Loeb LLP brought in Diara Holmes and Marcus Owens.
Also, Bradley Bondi joined Cahill, Ann Limberg took a newly created position at Bank of America, and John Radtke joined Advisors Asset Management.
Wilmington Trust Adds Managers, Office
Delaware-based Wilmington Trust has announced the addition of Michele Ahwash and David Ford as senior relationship managers in the integrated family wealth group in Wilmington and the opening of a wealth advisory office in Cherry Hill, New Jersey. The Cherry Hill office is led by Jerry Mauro, managing director, and includes Ron Caputo and Blair Talty.
With over 30 years of experience in the financial services industry, Ahwash previously was a relationship manager for ultra-high-net-worth clients at Tiedemann Trust Co. Earlier, she was a trust officer at Bryn Mawr Trust Co. and served as chairwoman of the real estate committee. Before that, she worked at the law offices of Beatty Lincke in Media, Pennsylvania, for 16 years.
Ford also has 30 years of financial industry experience. Most recently, he was principal at the business consulting firm Strategy House Inc. Previously, he was a partner with Siegfried Group LLP, and was a manager at Belfint, Lyons & Shuman.
Mauro has 19 years of experience in the financial services industry. Prior to joining in 2001, he spent 20 years as a senior executive at a Fortune 100 company. Caputo was a senior trust advisor with PNC Bank for 22 years; previously, he was a trust officer with Burlington County Trust Co. for 14 years. Before joining, Talty was a senior wealth planner with PNC Bank. Earlier, he practiced law in the trusts and estates practice groups at Brown & Connery and at Morgan Lewis.
Wilmington Trust has three other New Jersey offices, in Mount Laurel, Princeton and Saddlebrook.
Private Client Reserve Adds 2
U.S. Bank has announced that Kate Phelan has been named trust relationship manager for the Private Client Reserve in greater Los Angeles, including Orange County and Santa Barbara, and Pilar Pettys has been named vice president, wealth management advisor for the Private Client Reserve in Los Angeles.
Prior to joining, Phelan was an estate planning and trust administration attorney in the Phoenix metro area. Pettys has more than 25 years of experience in the banking and financial services industry; prior to joining, she was a vice president, relationship manager for HNW clients with Comerica Bank.
Holmes, Owens Join Loeb & Loeb
