Here is the latest roundup of moves in the North American wealth management market February.

BNY Mellon Wealth Management hired Michele Bucklin as a sales officer based in Seattle, reporting to Nancy Pellegrino, regional president for the Pacific Northwest.

Prior to joining BNY Mellon Ms Bucklin was a private wealth advisor and portfolio manager at Wachovia Securities and led a team that managed $250 million in client assets.

New York-headquartered Fiduciary Trust International named Gail Cohen, executive vice president and general trust counsel, and Mackintosh Pulsifer, executive vice president and chief investment officer, as vice chairpersons of the firm. Mr Pulsifer was also appointed to Fiduciary Trust’s board of directors, of which Ms Cohen is already a member.

Mr Pulsifer continues his role as chief investment officer, charged with leading investment policy and growing awareness about the firm’s wealth management capabilities.  He also co-chairs the firm’s asset allocation committee, chairs the equity strategy committee and is lead manager of the Franklin Large Cap Equity fund.

Ms Cohen also continues as a member of Fiduciary Trust’s board and as the firm’s general trust counsel. Her responsibilities include the trust and estates departments, the firm’s relationship management efforts and the regional office infrastructure.

Fiduciary Trust also made the following three management promotions:

The role of Luke Fowler, executive vice president - business development, was expanded to include the management of Fiduciary Trust’s marketing and custody departments.

Stephanie Birrell Luedke was promoted to executive vice president - investment management. 

Larry Sternkopf, chief financial officer, was additionally appointed chief administrative officer. He continues to oversee banking, treasury and finance and assumes responsibility for the tax department.

Florida-headquartered GenSpring Family Offices promoted Christina Burroughs to president of its family office in Phoenix, Arizona.

The change came as Mark Feldman, founder of the firm’s Phoenix office, was asked to assume broader responsibilities to manage the firm's growth. Although he remains based in Phoenix, he is now responsible for staff across GenSpring’s offices and is a member of the firm’s operating committee.

Barclays Wealth hired Preston McSwain – formerly of Neuberger Berman – as a managing director and investment representative for its Boston office.

In his new position Mr McSwain acts as an advisor to high net worth clients, coordinating integrated wealth plans, and is responsible for many of Barclays Wealth’s most significant relationships in New England. He reports to Marty Courage, managing director, Boston branch manager and New England regional manager.

Mr McSwain also brought with him a four-strong, as yet unnamed, team from Neuberger Berman.

Dale Fritz was appointed executive vice president and chief investment officer for Jacobus Wealth Management, a family office based in Wauwatosa, Milwaukee County.

Mr Fritz has previously worked with Brinson Partners/UBS Global Asset Management in Chicago, London, Tokyo and Zurich, and spent eleven years with Bank One Wisconsin Trust.

Rosemary Berkery, former general counsel at Merrill Lynch, was appointed vice-chairman by UBS Wealth Management Americas.

Ms Berkery, who spent 19 of her 25-year career at Merrill in its legal department, also worked in executive positions at the company, heading the marketing and solutions group within Merrill’s private client business as well as the firm's research unit. She left when Merrill was acquired by Bank of America in January 2009.

Raymond James Financial confirmed that Paul Reilly will succeed Tom James as chief executive at the start of May, as was first announced by the company in March 2009.

Mr Reilly became president of the company in May 2009.

Morgan Stanley expanded the leadership team at its investment management business with the appointments of Jeffrey Shames as a senior advisor and Edmond Moriarty as chief operating officer.

Mr Shames was formerly chief executive officer and chairman of MFS Investment Management, positions which he retired from in 2002 and 2004 respectively. He is now responsible for strategy across all business areas at Morgan Stanley Investment Management, and also takes on the role of senior advisor at the firm’s global research division.

Mr Moriarty, meanwhile, was most recently a senior risk executive at Bank of America. In his new position he is responsible for operations across MSIM, including finance and risk management, and additionally serves as chief operating officer at the global research division.

Both new employees report to Gregory Fleming, president of MSIM.

Jimmy Tighe left Morgan Stanley Smith Barney to join Merrill Lynch Wealth Management, as business and resource integration executive.

Mr Tighe worked at Citigroup for 16 years before spending the last seven months at Morgan Stanley Smith Barney, where he was a regional manager overseeing the New York metropolitan area.

He will report to Lyle LaMothe, head of US Wealth Management for Merrill.

Chicago-based William Blair & Company appointed Daniel Charles as global head of distribution for William Blair Investment Management, a newly-created role he will take up on 10 March.

Mr Charles joins the firm from Janus Capital Group, where he served as a member of the firm’s executive committee, and where as vice president and head of institutional and international he was responsible for Janus’ global institutional business, including sales, client service, and consultant relations.

In his new role Mr Charles will report to Michelle Seitz, head of investment management and a member of the firm's executive committee. 

Memphis-based Evolve Financial Group appointed Lewis Holland to the board of directors of Evolve Bank & Trust.

Prior to his retirement in 2009 Mr Holland served as president and chief operating officer of Henry Turley Company, a development and real estate firm.

New Jersey-based boutique wealth advisory firm Brinton Eaton named financial services industry veteran Marla Markowitz Bace as chief marketing officer.

Ms Bace had been working for Brinton Eaton on a consulting basis for the last six months and had previously been head of global marketing best practices at UBS Wealth Management and CMO at J H Cohn, a national accounting and consulting services company.

UBS Wealth Management Americas reportedly made a series of leadership changes at its US brokerage unit with appointments across wealth management solutions, wealth management partnerships, and marketing.

Mike Perry was named as head of wealth management advice and platforms, incorporating the bank's former investment solutions and wealth planning business units.

Jim Hausmann, previously head of products and services, will lead the division's market investments and institutional platforms, while John Hannasch, who was the chief operating officer of products and services, will leave UBS.

Sue Emanuel, currently the head of segmentation, was appointed to the newly-created role of head of client development.

Alan Bowser will become head of investment services, and continues to be responsible for internal sales specialists and consultant teams in the field.

Jasper Lewitton was appointed head of marketplace insight and intelligence, a new position. Marsha Askins, meanwhile, will assume the role of interim head of advisory and solutions marketing, and Patrick Corry will become head of brand marketing, another newly-created role.

Baird recruited a team of eight brokers from Morgan Stanley Smith Barney: Bill Johnson, John Craddock Snr, Paul McWane, John Craddock Jnr, Tommy Collins, Andrew Flowers, Prescott Terrell and Aubrey Mason.

The team, which is believed to have collectively managed over $450 million in client assets, is charged with founding Baird’s first wealth management office in Lynchburg, Virginia.

Sprott Asset Management, the Canadian firm which manages discretionary accounts, mutual and hedge funds, appointed Scott Colbourne as a senior portfolio manager.

Prior to joining the firm Mr Colbourne was a senior fixed income portfolio manager at TD Asset Management, where he was part of a team that managed all of the firm's active fixed income institutional, retail and private client assets.

The co-head of investment management at Goldman Sachs, Marc Spilker, is reportedly retiring after 20 years at the Wall Street firm.

Edward Forst, senior strategy officer, will fill Mr Spilker’s role, working with Tim O’Neill, the current co-head of investment management.

Butterfield Fulcrum, the Bermuda-based fund administrator, appointed Mark Boyes as director of business development.

In his new role Mr Boyes is responsible for identifying and developing strategic partnerships to help expand Butterfield Fulcrum’s client base throughout Europe and its surrounding emerging markets. He reports to Joost Lobler, head of business development for the EMEA and Asia-Pacific regions.

Mr Boyes was formerly business development director at Carey Group Service UK. His prior career also includes various commercial roles with Fortis Prime Fund Solutions and having been an administrator at Global Asset Management on the Isle of Man.

BlackRock appointed Robert Doll as chief equity strategist. Mr Doll will continue to manage BlackRock's US Large-Cap Series portfolios, and lead the “internal investment debate” within the fundamental equities division, according to the firm.

The new head of BlackRock’s fundamental equities business will be Quintin Price, chief investment officer for Europe, the Middle East and Africa. Mr Price will oversee portfolio management, trading and management of the investment staff, and set the division’s business priorities and strategic direction.

Paul Walker-Duncalf was named head of fundamental equity trading, a new position with global responsibility. Mr Walker-Duncalf will retain his responsibilities as head of international fundamental equity trading.

Steele Alphin, the chief administrative officer of Bank of America, is leaving his post after 33 years with the firm, to be succeeded by Andrea Smith, who has been named global human resources executive.

Ms Smith most recently served as the senior human resources executive for global banking and markets, global commercial banking, global wealth and investment management, global technology and operations, among other segments. She has worked at the firm since 1988.

Michael Hickey joined First Republic Private Wealth Management as a managing director and portfolio manager for First Republic Investment Management, which provides equity and fixed-income investment portfolio services.

Mr Hickey, who is now based in San Francisco, was most recently a director and senior portfolio manager in Citigroup’s fixed-income division, responsible for taxable and tax-exempt assets. His career at Citigroup spanned some 15 years.

BNY Wealth Management appointed David Emmes as head of west coast markets and Erich Smith as head of central markets as part of its growth strategy in the US.

In their new roles, Mr Emmes will oversee client service and sales in Nevada, California and the Pacific northwest, while Mr Smith is responsible for the Colorado, Ohio, western Pennsylvania and Texas regions. Both report to Larry Hughes, president of US markets, and are responsible for setting strategy to expand the company’s presence and capabilities to serve clients in their designated regions.

Mr Emmes, who joined BNY Mellon in 2000, was latterly the president for southern California. Mr Smith, meanwhile, takes on the new role in addition to his position as head of wealth strategy and planning, in which he oversees the bank’s national team of wealth and estate planning strategists. He has been with the firm since 1991.

Collins Stewart appointed Anthony Dwyer as managing director and chief equity strategist in the US.

Prior to joining Collins Stewart, Mr Dwyer worked at FTN Equity Capital Markets as an equity market strategist and was a member of the FTN Midwest Securities Investment Committee, which he later chaired.

Westwood Trust, a subsidiary of Westwood Holdings Group, appointed Gregg Ballew as a senior vice president for its private wealth management team.

Mr Ballew joins the firm from Northern Trust, where he was regional managing director of the wealth advisory group in Texas.

Wells Fargo Private Bank made a trio of hires in the Washington, DC area: Al Behar was been appointed senior trust and fiduciary specialist and Jast Sohi joined as a senior private banker, with the last of the new recruits being Eric Schoener, a wealth advisor.

In his new role Mr Behar is responsible for providing trust and agency account administration to Wells Fargo’s existing clients, along with developing new trust and estate service business relationships.

Mr Sohi joins Wells Fargo from US Trust Co, where he was head of banking and credit for the Washington, DC office. His new role is focused on banking and credit and the provision of banking relationship management for clients.

Finally, Mr Schoener specialises in working with high net worth individuals and families. He also joins from US Trust Co.

Paul Isenberg was named vice president of business development for The Haverford Trust Company.

Mr Isenberg was previously an account executive at Engle, Hambright & Davies, a risk management firm in Philadelphia.

Tom Poprocki was named the new chief executive officer of The Ziegler Companies, succeeding John Mulherin.

Mr Poprocki spent the last five years as president of the firm and was responsible for the firm's investment banking, capital markets, and wealth management business lines.   

Lara, Shell & May, the Virginia-headquartered independent wealth management firm, appointed Robert Walterman as its new chief operating officer, along with recruiting five advisors as it expands its presence in the DC Metro area.

Mr Walterman has some 30 years of experience in the financial services industry and counts Cowen & Company/SG Cowen, Lehman Brothers and Prudential Securities among his former employers. In his new role as COO his primary focus will be to help recruit top advisors at a national level through building on the attractiveness of the firm’s culture and mission, LSM said in a statement.

The five advisor appointees are: Steve O'Brien, previously first vice president at Smith Barney’s Reston office; Beth Levine, formerly vice president, wealth management at Smith Barney’s Bethesda branch; Paul Corley, previously vice president, wealth management at Smith Barney in Tulsa; Curtis Congdon, latterly of Ameriprise; and Douglas McPherson, a broker-agent specializing in advising construction and aggregate company owners.

US Trust, Bank of America Private Wealth Management named Thong Nguyen as west division executive, based in San Francisco. He succeeds Tracey Warson, who joined Citi Private Bank as managing director and west coast regional executive.

Mr Nguyen was most recently head of BoA’s fiduciary solutions group, the trust, tax, estate and fiduciary elements of the bank’s global wealth and investment management unit.

Chris Heilmann will take over as head of the fiduciary solutions group in New York.

Northstar Wealth Partners, the Connecticut-based financial planning firm, expanded its team with the addition of a new wealth advisor, Ryan Morrissey. He joined from Morgan Stanley Smith Barney, where he was a financial advisor.

The New York arm of Collins Stewart, the UK-listed financial services firm, strengthened its technology research team with the appointment of Louis Miscioscia as a managing director and research analyst.

In his new Boston-based role Mr Miscioscia will cover IT hardware, electronic supply chain and business services.

Mr Miscioscia was previously an analyst at Brigantine Advisors, a technology-focused research boutique that he co-founded.

Clifton Saik was named chief wealth management officer for Hancock Holding.

Mr Saik joined Hancock Bank in 1998 as trust and financial services director, and has more than 21 years of trust banking experience.

In his new position, Mr Saik oversees Hancock's wealth management division - including trust, investment brokerage, insurance, private banking, and investment management - and the integration of those functions into the company's money management strategies.

First Hawaiian Bank promoted Rachel Hanlon to senior vice president and team leader, private banking division from vice president and manager in that team.

Rockefeller & Company appointed Michael Marsh as a senior vice president of the company.

In his new Washington-based role Mr Marsh is responsible for business development. He works closely with Paul Veith, managing director, as well as investment, client advisory and other professionals throughout the company to develop investment management and other opportunities.

Mr Marsh was latterly a managing director in the strategic and business development division at Lynx Investment Advisory, responsible for sales and marketing.

Dallas-based Comerica Bank, which has a wealth management arm, added two new wealth management advisors to its team in Fort Worth, Texas.

Jay Bartley and Elizabeth Elgie were appointed senior vice presidents and senior wealth advisors at the company’s Fort Worth office.

Baird Private Wealth Management hired Dennis Rowland from Morgan Stanley Smith Barney to head a new office in St Paul, Minnesota.

Mr Rowland, who will hold a senior vice president title at the firm, will also be responsible for recruiting financial advisors for Baird.

In his prior role Mr Rowland was a branch manager for both St Paul and Duluth, Minnesota.

Atlantic Trust appointed Christine Lucero to its Boston office as an associate vice president and wealth strategist.

Prior to joining Atlantic Trust, Ms Lucero was an estate-planning specialist with Fidelity Personal Investments.

Yorkville Advisors, the New Jersey-based investment manager to a family of funds, appointed Lester Garrett as managing director and Jason Dawkins as senior vice president. They will be responsible for managing and growing Yorkville’s energy portfolio.

Both men join from BlueCreek Energy, a Denver company that was acquired by Yorkville in December 2009. They aim to expand Yorkville's energy portfolio through Standby Equity Distribution Agreements - a type of financing pioneered 8-years ago by Yorkville - equity investments, mezzanine debt, and acquisition opportunities.

BlackRock appointed Kendrick Wilson as vice chairman and member of the office of the chairman.

In this role Mr Wilson will work with employees throughout the firm to support client relationships, the firm said. He will also work closely with the executive management team on various organisational and professional development efforts.

Mr Wilson served as an advisor in the US Treasury Department between 2008 and January 2010. Before this he was vice chairman – investment banking at Goldman Sachs, having also served as a member of the executive office and chairman of the financial institutions group.