The latest moves in the North America wealth management sector.

First Foundation
NASDAQ-listed First Foundation Inc, which is a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, has appointed Andres Melgar as branch manager at its new San Diego location. The group provides services including private wealth management.

Melgar brings over 10 years of experience in the banking industry. He most recently was at Citizens Business Bank as vice president, senior commercial lender and also spent time as a Branch Manager at several San Diego locations of Union Bank of California. First Foundation, founded in 1990, has offices in California, Nevada, and Hawaii with headquarters in Irvine, CA.

Insight Investments
Insight Investments has widened the role of Scott Sullivan, who has led the Ampil division, so that he now has leadership of the company’s financial services division, Insight Financial Services. Sullivan will oversee all sales related operations for both the Ampil and IFS divisions, reporting to Insight Investments’ chief executive, John Ford. Sullivan has more than twenty years of experience in the technology finance industry. Before joining Insight Investments, he was involved in the sales of GE Capital’s vendor financial services business, and directed the launch of Key Equipment Finance’s global technology finance program. Since 2015, he has led the Ampil organization.

Insight Financial Services, a division of Insight Investments, delivers financial technology leasing solutions for businesses acquiring hardware, software and services.