Who's Moving Where In Wealth Management? – Argent, SVB Private, CIBC

Editorial Staff

25 March 2023

SVB Private
, has welcomed advisor and senior institutional consultant Christy Campbell in Winston-Salem, North Carolina, according to Robert Quick, a regional executive for Alex Brown.

Campbell was formerly affiliated with Merrill Lynch, where she managed approximately $112 million in client assets. She will join the established team at Thrive Advisory Group, which consists of client advisors Will Taylor, CFP® and W Colin Walker, as well as client service associates Keaton Riddle, Foster Gaylor and Vincent LaManna.

The group, which has offices in Winston-Salem, St Petersburg and Palm Beach, Florida, provides financial and investment planning services for a variety of clients, including business owners, individuals, executives, family offices and more.

A 21-year veteran of the financial services industry, Campbell has extensive experience with employer-sponsored retirement plans. She previously held positions at BB&T and Citigroup Global Markets before her 16-year tenure with Merrill Lynch. Campbell earned her bachelor of arts degree from Greensboro College. She is a Certified Financial Planner^TM and holds the Certified 401(k) Professional® designation.

CIBC
has added three senior professionals to its US private wealth team:

Phil J Treiber, managing director and private banker in Milwaukee, Wisconsin;
Nahid Aminzai, managing director, market lead and senior private banking advisor in Newport Beach, California; and
Paul Hojnicki, CFA, senior vice president and relationship manager in Denver, Colorado.

Treiber is a private banker with over 15 years of industry experience. Prior to joining the firm, he served as a private banker at BMO Harris.

Aminzai, who has over 30 years of industry experience, is joining as a private banking market manager. She will be responsible for fostering new and existing relationships in Orange County, San Diego and Beverly Hills. Previously, Aminzai served as a senior vice president and wealth advisor in the California region at Comerica Bank.

With over 20 years of industry experience as a relationship manager, Hojnicki will provide tailored wealth management solutions for individuals, families, foundations and endowments. Previously, Hojnicki served as an investment strategist at Wells Fargo Private Bank in Denver.