People Moves
Who's Moving Where In Wealth Management? - First Republic Bank, CIBC, Others
The latest moves in wealth management across North America.
First Republic Bank
US-based First Republic
Bank, a private bank and wealth management company, has
appointed Steve Levine as wealth manager and managing director
for First Republic Investment Management.
Levine has more than 30 years of wealth management experience. He will work at First Republic’s office at 1888 Century Park East in Century City, providing investment management, retirement planning and other wealth management services to individuals, families, businesses, non-profits and foundations.
Prior to joining First Republic, Levine was a managing director at UBS Private Wealth Management. Earlier in his career, he worked for Credit Suisse and Morgan Stanley.
CIBC
CIBC has expanded its
private wealth management business with six new hires.
The hires include:
- Michael Cklamovski, managing director, senior private
banker in Chicago;
- Liza Connelly, senior vice president, fiduciary advisor in
Boston;
- Colleen Harvey, vice president, relationship manager in
Denver;
- Tammy Moon, managing director, regional group portfolio manager
in Minneapolis;
- Michael Pudlak, managing director, senior private banker in New
York; and
- Elizabeth Zielinski, managing director, senior private banker
in Atlanta.
Sade Group
The Sade Group – Private Wealth Management has hired Noah
Strunk as a financial advisor, this publication understands.
Strunk has more than 10 years of financial planning and investment management experience in the financial services industry – primarily with Fidelity Investments.
He will support clients in the development of their overall financial plan and investment strategy, ranging from business’ retirement plans for employees to individuals and their investment, retirement, estate, or insurance needs.
Ferris Capital
Boston-based Ferris Capital has
appointed Todd Silverman as senior vice president and wealth
counsellor.
He will work directly with the firm's high net worth clients.
Silverman has over 20 years of experience in financial services, having spent the last nine years as a shareholder and director of wealth management for Siharum Advisors in Boston. Prior to that he was an executive with Kobren Insight Management.
