People Moves

Summary Of Global Executive Moves In Wealth Management – December 2021

Editorial Staff 25 January 2022


International law firm Dechert unveiled 31 lawyers who have been elected as partners. The appointments involved lawyers in 11 offices in six countries, ranging from Charlotte in the US to Singapore in Asia. They covered a variety of disputes and transactional practices, including tax and financial services. 

The new partners:
Matthew J Armstrong, New York, finance and real state; 
Linda Ann Bartosch, Philadelphia, finance and real estate; 
Paul Bennett IV, Philadelphia, corporate and securities; 
Claire Bentley, London, financial services; 
Andrew H Braid, Philadelphia, employee benefits; 
Julia Chapman, Philadelphia, antitrust/competition; 
May Chiang, New York, trial, investigations and securities; 
George Davis, New York, global tax; 
Mark Dillon, Dublin, financial services; 
J Ian Downes, Philadelphia, labor; 
Cyril Fiat, Paris, financial services; 
Evan Flowers, London, trial, investigations and securities; 
Timothy Goh, Singapore, corporate and securities; 
Nitya Kumar Goyal, Philadelphia, finance and real estate; 
Elizabeth Ann Guidi, New York, global tax; 
Jacqueline Harrington, New York, product liability and mass torts; 
David A Herman, New York, financial restructuring; 
Jennifer Insley-Pruitt, New York, intellectual property; 
Carina Klaes-Staudt, Munich, corporate and securities;
Angelina X Liang, New York, corporate and securities;
Melanie MacKay, Chicago, trial, investigations and securities;
Sarah E Milam, New York, finance and real estate;
Ross L Montgomery, London, corporate and securities;
Daniel S Mozes, Philadelphia, corporate and securities;
Daniel Natoff, London, trial, investigations and securities;
Sophie Pelé, Paris, antitrust/competition; 
Benjamin Sadun, Los Angeles, product liability and mass torts;
Tyler Stevens, Charlotte, finance and real estate;
Anna Tomczyk, New York, corporate and securities;
Lindsay Trapp, New York, financial services; and 
Katherine Unger Davis, Philadelphia, product liability and mass torts.

US digital assets firm Symbridge Holdings said that Alexander Kravets had joined the company as chief executive officer. Kravets, who specializes in the blockchain, cryptocurrency, and trading industries, enables the Greenwich, Connecticut-based firm to trade digital assets for hedge funds, market makers, asset managers, corporations, institution and active traders, while also growing the business and ensuring profitability across the organization. He joined Symbridge from cryptocurrency exchange CEX.IO, where he was US CEO. 

Appleton Partners, the privately-owned investment house based in Boston, managing $12.5 billion, appointed Jesse Martin to a senior business development role, working with financial advisors and other intermediaries. Martin worked at Hartford Funds Distributors where he served as regional vice president, advisor consultant. 

A former Bank of America Private Bank and JP Morgan Asset Management senior figure was hired by Deutsche Bank in the US as the new head of discretionary portfolio management within its international private banking arm. Neal Elkin is based in New York. 

Zoltan Pongracz joined the Connecticut office of Procyon Partners as senior vice president and senior private wealth advisor. Pongracz previously managed client assets at Connecticut-based financial planner Barnum Financial Group.

Chatham Financial, the US-based financial risk management advisory and technology firm, named chairman Matt Henry as chief executive. He has been with the business for 17 years.

Steward Partners Global Advisory, a partnership working with Raymond James Financial Services, added new advisor partners in Wisconsin, New Jersey, Maine and Virginia. Together, they oversee more than $780 million and joined in September and October. The new partner teams included O’Hare Wealth Management Affiliated with Steward Partners in Mequon, Wisconsin, Steward’s first team in the state. Formerly with Merrill Lynch, the five-person partnership comprises managing director/wealth managers John J O’Hare II, John O’Hare III, and Gerald “Jerry” Jones as well as vice president, senior wealth management associate Amanda Sachs, vice president, client administrative manager Megan Roder. The partnership has more than $420 million in assets under management.

Another new partner team was Ibrahim Wealth Advisory Group in Somerville, New Jersey, advising on client assets of more than $145 million. The firm has the father-son team of managing partner Robert F Ibrahim, and partner Christopher R Ibrahim, 

SVB Private Bank named Rohit Mehrotra as head of relationship management. As head of relationship management, Mehrotra leads a team of advisors in the US and builds client service practices. Mehrotra reports to John Longley, head of the Private Bank, Wealth, Trust and Wine group. Mehrotra brings more than 25 years of experience in wealth management, investment banking and strategic consulting. He joins SVB from JP Morgan Private Bank after 11 years in a variety of leadership positions.

Moneta, the US wealth advisory firm, named Deborah Dubin as its first-ever chief philanthropy officer. Previously, Dubin served as CEO and president of Philanthropy Missouri. 

Columbia Trust Company appointed Julio C Quinteros, Jr to join its Portland, Oregon office as a vice president and senior portfolio manager. Prior to joining Columbia Trust Company, Quinteros was a financial advisor with Merrill Lynch Wealth Management. 

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