People Moves
Who's Moving Where In Wealth Management? - Argent, US Trust, Others
The latest moves in wealth management across North America.
Argent Trust Company
Argent
Trust Company named Sidney O Roebuck as senior vice
president/trust officer in its Birmingham office, adding to a run
of appointments in recent months.
Roebuck, who reports to Ken Alderman, president of Argent Trust, will be responsible for managing personal and charitable relationships.
Prior to this, Roebuck worked at Regions Bank, where he provided trust services for more than 40 years. For the majority of his career at Regions, he worked in the bank’s private wealth management division, where he was the manager of the Birmingham Trust Department.
US Trust, Bank of America Philanthropic Solutions
Group
US Trust, Bank of America Philanthropic Solutions Group has
appointed two individuals to serve non-profit institutions,
endowments and foundations: Tim Hickey and Joseph Bui.
Hickey has been hired as a senior institutional sales director, reporting to Bernard Reidy, national philanthropic sales executive. Based in New York, he will be responsible for developing relationships and driving growth for the group in the Central North region. Hickey, who brings more than 30 years of experience to this role, was previously a managing director at Commonfund Securities.
Joseph Bui, who re-joined US Trust as an institutional sales director, also reports to Reidy. He concentrates on the West region. With more than 18 years of experience, Joe joins from Fidelity Charitable, where he was VP of charitable planning, working with advisors in Southern California. He is based in Century City, California.
Citi Private Bank
Citi Private Bank’s global head of investments, David Bailin,
will take on the additional role of chief investment officer,
while his colleague Steven Wietlin has been made chief economist,
adding to his role as chief investment strategist.
Bailin will be a “single focal point” for investment management, investment research and client investment practice, Citi Private Bank said in a statement yesterday.
Heritage Retirement Plan Advisors
Heritage
Retirement Plan Advisors, a subsidiary of Argent Financial
Group, which provides services, including wealth management, has
appointed Ryan Barnett as vice president of retirement services.
Barnett reports to Brad Knowles, managing director of Heritage Retirement Plan Advisors. Barnett will be responsible for managing fiduciary compliance and investment advisory services for employer-sponsored retirement plans. Prior to this, Barnett worked for five years at InvesTrust Retirement Specialists as the director of Retirement Services. He is also a registered Series 65 Investment Advisor Representative and a member of the Oklahoma Bar Association.
