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Fortigent is making a push to expand its presence on the West Coast, as the region hosts nearly a quarter of its current client base, Gary Carrai, senior managing director of consulting and sales, told PAM.
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BNY Mellon Wealth Management is continuing its expansion nationwide and has added to its offices in Seattle and Boston.
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EFG Capital, the U.S.-based private wealth management unit of EFG International, has launched an office in Key Biscayne, marking its second office in the state of Florida.
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BNY Mellon Wealth Management is continuing its expansion throughout the U.S. and is now focusing on the Seattle high-net-worth market.
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Beachwood, Ohio-based wealth management firm Inverness Investment Group is building out the firm’s staff and has brought on Paul McCormack as the senior v.p. of wealth advisory services to work with high-net-worth individuals primarily in Ohio, the Midwest, Florida’s gulf coast and the Northeast.
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Barclays Wealth is in growth mode and is looking to bring on around 100 investment representatives to service the high-net-worth space this year.
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Citi Private Bank is looking to grow its current 35-person strong staff in Canada throughout its three locations in Toronto, Vancouver and Montreal, said Bob McGuire, regional executive and head of Citi Private Bank in Canada.
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Chicago-based RIA HighTower has tapped the Strata Wealth Management Group from Smith Barney.
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GenSpring Family Offices, which acquired Cymric Family Office Services in 2008 in an attempt to tap into the Costa Mesa, Calif. market, has brought on Kevin Hansen as a relationship manager to work with clients in the region primarily on tax and estate planning issues, Sandy Juranich, coo of Southern California, told PAM.
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Private Wealth Management has expanded its St. Louis hub after acquiring Boulevard Wealth Management in October.
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Atlantic Trust is looking to expand its regional offices, particularly in Boston, Newport Beach, Calif., Houston and New York, according to a spokesman.
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BNY Mellon Wealth Management, TD Bank Wealth Management and Lydian Bank & Trust are stepping up their staffing in South Florida.
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Wilmington Trust has hired an additional five wealth advisors to its Atlanta office, bringing the total staff up to 45.
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BNY Mellon Wealth Management is continuing its push into the Southeast U.S. and has brought on Garrett Alton and Timothy Goering as managing directors in Atlanta, Ga., and West Palm Beach, Fla., respectively.
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Chuck Hicks, the newly-appointed market president of the South Florida region for Seaside National Bank & Trust, plans to add staff to bolster sales management for the firm in its Palm Beach Gardens, Boca Raton, Ft. Lauderdale, and Stuart offices, said Laura Lee, chief marketing officer.
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Palm Beach-based Lydian Bank & Trust is gearing up for growth as the market begins to rebound and investors seek greater diversification.
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Citi Private Bank is planning to expand operations in the Palm Beach, Fla. area, and will hire several senior executives and sales and support staffers within the next several months, according to Paul Hubert, marketing manager for Citi Private Bank for the East Coast.
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Following the recent appointment of Dana Halberg to the newly-created post of chairman of BNY Mellon Wealth Management in Georgia, the firm is continuing to bolster its staff in the Southeast and plans to do so well into 2010.
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BNY Mellon Wealth Management has named Robert Orgill as sales director for its Las Vegas office to focus on business development efforts in the region.
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Arizona, West Palm Beach, Fla., and the Mid-Atlantic region are attracting wealthy residents, creating bountiful opportunities for wealth advisors to flourish.
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Wilmington Trust has named Jack Sawyer to the newly-created post of president of the Southeast.
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BNY Mellon Wealth Management is expanding its regional presence in Atlanta. To that end, it has promoted Dana Halberg, a senior client and portfolio manager, to the newly-created post of wealth strategist and chairman of BNY Mellon WM in Georgia.
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BNY Mellon Wealth Management, which has been building out its wealth presence in Southern California over the past several months, has recently added James Hillman as a managing director responsible for overseeing client service teams in Los Angeles and Newport Beach.
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GenSpring Family Offices has opened an office in Charleston, S.C., in an attempt to capture the generational and entrepreneurial wealth that has been growing in the region and target those who have recently sold a business.
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PNC Wealth Management is bolstering its Princeton, N.J., office and brought on Mike Schiff, a former U.S. Trust, Bank of America private banker, as a senior relationship manager.
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Robert W. Baird & Co. has opened a Winston-Salem, N.C., office to bolster its presence in the Mid-Atlantic region, according to John Mabee, national director of branch development.
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Barclays Wealth has opened a D.C. office in an effort to capture the growing number of wealthy individuals and families in the metro D.C. area.
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Washington, D.C.-based Nicholas Yrizarry Wealth Management Group has opened a Southern California office in the heart of Newport Beach.
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Goldman Sachs is set to open its onshore private wealth management presence in Brazil by the end of October.