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Who's Moving Where In Wealth Management? - LPL Financial, Withers, Aviva Investors

Editorial Staff

8 July 2019

LPL Financial 
has added three new hires to its equities team in Chicago. Robert Plaza has joined as a portfolio manager from Key Private Bank, where he was director of equity research. Nick Nikitas and Adam Schmitz have joined as equity analysts from Robert W Baird and Harris Associates, respectively. A third analyst Nick Clare joined Aviva in February. The new hires report to Susan Schmidt, Aviva Investors’ head of US equities, and bring the equities platform team to 18, the firm said.

The asset management unit of Aviva PLC said the hires are part of a significant expansion of Aviva Investors’ equities capabilities following the arrival of David Cumming as Chief Investment Officer for equities in January 2018. “The appointments bolster our strong, integrated teams in UK, US, Global and Emerging Markets equities,” Cumming said.