People Moves

Who's Moving Where In Wealth Management? - Blackthorn Ventures, BNY Mellon WM, Others

Editorial Staff 18 April 2018

Who's Moving Where In Wealth Management? - Blackthorn Ventures, BNY Mellon WM, Others

The latest moves in wealth management across North America.

Blackhorn Ventures
Blackhorn Ventures, the venture capital firm specializing in industrial impact investing, has added former Colorado Governor Bill Ritter as a strategy partner. Ritter’s role will be to advise Blackhorn on energy investment and to build partnerships in Colorado.

Blackhorn Ventures funds companies that use technology in areas such as energy, construction, transportation, manufacturing, agriculture, and water.

Ritter was elected Colorado’s 41st governor in 2006, serving a term for four years. .After leaving office, he founded the Center for New Energy Economy at Colorado State University, which works with state and federal policymakers to create clean energy policy throughout the country.

BIP Wealth
Atlanta-based BIP Wealth formerly Buckhead Investment Partners, has appointed Kyle Schmidt to its team of advisors. 

Schmidt, who previously had a professional baseball career with the Baltimore Orioles before training as a wealth manager, was most recently an advisor for SunTrust Private Wealth.

He will focus on delivering BIP Wealth's wealth management services for professional athletes. 

The Private Bank
The Private Bank, a subsidiary of US-based Union Bank, has appointed Charity Babington Falls as director and senior wealth strategist. 

Based in San Diego, she reports to Jason Liu, head of wealth planning. 

In her role, Babington Falls will focus on the design and implementation of wealth planning strategies, including estate planning, income tax, business succession, and legacy and philanthropic planning. 

Most recently, Babington Falls served as a vice president and senior wealth planning strategist at Wells Fargo Private Bank.

BNY Mellon Wealth Management
BNY Mellon Wealth Management has appointed Thomas Moran as senior wealth manager, fiduciary specialist in Menlo Park, California. 

Moran will report to president of US markets, Northwest, Robert Kricena. He will be responsible for driving the growth and expansion of the Fiduciary business in Northern California.

Prior to joining BNY Mellon Wealth Management, Moran was a senior fiduciary advisory specialist, regional trust manager and senior trust team manager at Wells Fargo Private Bank.

JP Morgan Asset Management
JP Morgan Asset Management has appointed Alistair Lowe as managing director and senior portfolio manager of quantitative beta strategies (QBS).  

In this new role, Lowe will oversee QBS’s team of alternative beta and quantitative equity portfolio managers in New York. 

He reports to Yazann Romahi, chief investment officer of QBS, and will be based in New York.  

Prior to joining JP Morgan, Lowe was an independent consultant advising asset managers in asset allocation and portfolio construction. Lowe spent the bulk of his career at State Street Global Advisors, most recently as CIO of the firm’s global equities business.

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