People Moves

Who's Moving Where In Wealth Management? - CIBC, 1792 Wealth Advisors

Editorial Staff 13 July 2021

Who's Moving Where In Wealth Management? - CIBC, 1792 Wealth Advisors

The latest senior moves in wealth management from across the US.

CIBC has expanded its US private wealth team with two senior hires in Denver and New York. Cesar Orozco joins as senior vice president and business development officer in Denver; and Cynthia Temple joins in New York as managing director and private banking advisor.

Orozco will focus on new and existing relationships with high net worth clients, family offices, foundations, endowments, non-profits and intermediaries; he will also be helping clients prepare for their future financial goals and needs. Orozco previously worked as a business development officer for Wells Fargo in Colorado, as a banking and capital markets consultant for PricewaterhouseCoopers in New York, and as a vice president of commercial real estate development for Ironline Partners, in Arizona.

In her new role, Temple will partner with a team of in-house specialists to develop solutions in multiple disciplines, including lending, investment management, trust and estate planning, family office services and philanthropy. Additionally, she advises hedge fund, private equity and real estate investors.

The bank's private wealth business offers investment management, wealth strategies and legacy planning.

1792 Wealth Advisors
1792 Wealth Advisors, based in New Jersey, has added three senior figures to its business. It is bringing in William Shinners, Michael Vaccaro and Lisa Kain to support business development, operations and advisor recruitment.

Shinners started his career and spent more than 30 years at Morgan Stanley, where he was a managing director and complex manager leading the fourth largest complex at the company. After retiring in 2017, Shinners wanted to rejoin the industry and started Montgomery Wealth Management in 2019. At 1792 he will become director of business development.

With more than 20 years in the industry, Kain will be central to advisor recruitment and help with the transition and operational aspect when advisors join the firm. Additionally, Vaccaro has been in financial services for more than 10 years with experience in risk and compliance, an area he will spearhead at 1792. Both worked with Shinners at Morgan Stanley and Montgomery Wealth Management.

1792 Wealth Advisors is backed by Raymond James.

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