Who's Moving Where In Wealth Management? - PNC Bank, Schroders, Others

Editorial Staff

25 June 2018

PNC Bank
US-based , an independent wealth advisory firm, has appointed Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan of the Hogan Eller Wealth Management Group to join its operation in San Antonio, Texas.

Mark Hogan joins Snowden Lane as a senior partner and managing director, Eller as a partner and managing director. Appleby joins as senior client relationship manager and Josh Hogan as investment and planning analyst.

The group joins from Wells Fargo, where Mark Hogan and Eller focused on retirement and estate planning strategies, business services and tax-advantaged education savings plans, and oversaw over $150 million in client assets.

The new team will relocate to new offices in San Antonio, along with senior partner and managing director Larry Barocas, partner Marcus Selva, and senior registered client relationship Manager, Debbie Ury, who joined Snowden Lane in Texas last year.