People Moves
Who's Moving Where In Wealth Management? – Nucleus, Spectrum
The latest wealth management senior moves, appointments and changes in personnel in the UK, rest of Europe, Middle East and select international jurisdictions.
Nucleus
Nucleus
Financial Platforms, the UK advisor platform group, has
appointed two new non-executive directors to its board.
Cathryn Riley (pictured), who started on 1 May, will chair the
remuneration committee, and Clare Bousfield (pictured below) will
join on 1 July and chair the risk committee. They replace Judith
Davidson and Kathryn Purves, respectively. The appointments are
subject to regulatory approval, Nucleus said in a
statement.
Cathryn Riley
Riley has served on boards across the financial services industry
in both public and private markets. She is a board member at the
Financial Services Compensation Scheme and Liberty Managing
Agency. Former NED roles have included AA Insurance Services
Limited, the AA plc, Chubb European Group Limited, International
Personal Finance PLC and Equitable Life Assurance Society.
Riley spent 17 years with Aviva where, in her final role, she was
group chief operations officer. Prior to this she was group chief
information officer. She has also held executive positions at
BUPA, PWC and British Airways.
Bousfield chairs audit and risk for IVC Evidensia, and also
recently joined the board of BUPA. Previous NED roles have
included RSA Insurance Group plc and Pacific Life Re Ltd.
Claire Bousfield
In her executive career Bousfield was CEO for M&G retail
and savings businesses and prior to that CFO with M&G plc,
CFO with Aegon UK and held a number of senior roles with Swiss
Reinsurance.
Spectrum Investment Advisors
Spectrum
Investment Advisors, an RIA, has made three additions to its
team: Max Flanagan, Blaine Disrud, and Marina Moths.
Flanagan is licensed as an Accredited Asset Management Specialist
and Certified Financial Planner.
Disrud previously worked for Voit & Company and Annex Wealth
Management as a research analyst and trader.
Moths has spent 11 years at OneAmerica focusing on
empowering employees with retirement plan education and
engagement. She has passed Series 6 & 63, Wisconsin Life and
Health insurance licenses.