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Financial Planning > Trusts and Estates

New Hire Roundup: Merrill Adds Teams From Barclays, Morgan Stanley

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This week in personnel announcements and new hires, Merrill Lynch announced several hires; Mercer welcomed Jessica Portis; U.S. Bank Wealth Management named two in Madison, Wisconsin; and CAIS brought in Fred Kauber.

Also, Impax appointed Sally Bridgeland and Lindsey Brace Martinez; Trident Fund Services named Thalius Hecksher; Las Olas Capital Advisors launched; and the Municipal Securities Rulemaking Board (MSRB) announced its new officers and board members.

Merrill Lynch Adds 2 Advisor Teams

Merrill Lynch announced that it has added two teams of financial advisors. The team of Jason Hutton and Steven Gottlieb joined from Barclays Wealth Management; that of Stephen Renie, Michael Arthur and Jennifer Hall and their registered client associate, Kristin Fedders came from Morgan Stanley.

The former team is based in the Park Avenue office in New York City, reporting to Joseph Doonan, managing director; the latter reports to John Nicholson, market executive, Ohio Valley market, in Cincinnati.

Mercer Welcomes Portis

Consulting firm Mercer has announced the hire of Jessica Portis as a senior consultant to support the endowment, foundation and nonprofit sectors. She will report to Kim Wood, senior partner and not-for-profit segment leader.

Portis has extensive experience in investment consulting, including expertise in servicing public pension, corporate defined benefit and defined contribution, endowment, foundation and not-for-profit health care clients.

U.S. Bank Wealth Management Names Two in Madison

U.S. Bank Wealth Management has announced that Emily Litznerski Foster has been named trust officer and Robert Zellers has been named senior portfolio manager for the Private Client Reserve in Madison, Wisconsin.

Foster previously worked as an associate in trusts and estates for Whyte Hirschboeck Dudek S.C. in Madison and as a contract attorney for the private wealth group with Neal, Gerber & Eisenberg LLP in Chicago. Prior to joining, Zellers was a portfolio manager with BMO Private Bank and its predecessor organizations for 30 years.

Kauber Joins CAIS

Financial product platform CAIS has announced that Fred Kauber has joined as managing director and chief technology officer, the latter a newly created position. He reports directly to Matt Brown, founder and chief executive officer, and will also serve on the executive committee.

With more than 25 years in enterprise technology and financial services leadership, Kauber has held positions at companies such as IBM, Dun & Bradstreet and First Data Corp., as well as Tranzact, Bigfoot Interactive, Solid Group and Entitle Direct.

Impax Appoints Bridgeland, Martinez

Impax Asset Management Group PLC has announced the appointment of Sally Bridgeland and Lindsey Brace Martinez as non-executive directors. In addition, Bridgeland joins the remuneration committee and the audit and risk committee; Lindsey joins the remuneration committee.

Bridgeland is currently a non-executive director of Royal London and is a trustee of the Lloyds Bank No. 1 and No. 2 Pension Schemes, and NEST Corp.; she has worked in the U.K. pensions industry for more than 20 years. Originally qualifying as a fellow of the Institute of Actuaries with consultants Bacon & Woodrow (now Aon Hewitt), she was CEO of the BP Pension Fund from 2007–2014. She held a number of voluntary roles with the actuarial profession and is currently senior warden of the Worshipful Company of Actuaries.

With more than 25 years of experience in investment advisory, natural resources investments, and management consulting, Martinez was most recently managing director of global client service and relations at Cambridge Associates, where she held multiple leadership positions during her 15-year tenure. Earlier Martinez worked for the Hancock Timber Resource Group and was a consultant at Booz, Allen. She currently serves on the Advisory Board for the YaleCenter for Business and the Environment. She is based in the U.S. Trident Fund Services Names Hecksher

Global independent fund administrator Trident Fund Services has appointed Thalius Hecksher to the newly created position of global director.

Hecksher brings over 20 years’ experience in the global financial markets, specializing in hedge funds, private equity, liquid alternatives, family offices and wealth management across the Americas, U.K., Europe, Middle East, Asia and the growing African market.

Las Olas Capital Advisors Launches

Las Olas Capital Advisors announced its launch as an independent firm, with offices in Fort Lauderdale, Tampa and New York.

Las Olas is led by Paul Tanner, founder and managing director, formerly of UBS. The team includes Merissa Ann Davis, who leads trading and administrative services; Samantha Sullivan, responsible for portfolio analytics and research; and Melissa Stephenson, in charge of digital media marketing and assists with administrative services.

MSRB Announces New Officers, Board Members

The Municipal Securities Rulemaking Board has announced new officers and members of its board of directors for fiscal 2016. They will begin their terms on Oct. 1. Nathaniel Singer, senior managing director at Swap Financial Group, will serve as chairman; Colleen Woodell, former chief credit officer of global corporate and government ratings for Standard & Poor’s, will serve as vice chair.

New members representing the public on the board are Ronald Dieckman, former senior vice president at J.J.B. Hilliard, W.L. Lyons; Megan Kilgore, assistant city auditor at the City of Columbus Auditor’s Office; Mark Kim, chief financial officer at the District of Columbia Water and Sewer Authority; and Andrew Sanford, SVP at the Chubb Corp. Bank representative board members are Ed Tishelman, managing director and head of the TD Securities Municipal Finance Group and Dale Turnipseed, executive director at J.P. Morgan. Renee Boicourt, managing director and partner for Lamont Financial Services Corporation, joins the board as a municipal advisor representative.


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