People Moves

Two Senior Appointments at US Wealth Manager

Stephen Harris, 10 January 2007

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US-based Lexington Wealth Management has appointed Gary Pomerantz as a managing director, and Adam Kerr as wealth management director. Mr...

US-based Lexington Wealth Management has appointed Gary Pomerantz as a managing director, and Adam Kerr as wealth management director.

Mr Pomerantz’s responsibilities will include client counsel and portfolio management. Prior to joining Lexington Wealth, he was an investment advisor and financial planner at Wingate Financial Group.

Mr Kerr will enhance client service initiatives of Lexington Wealth, and he also serves as a member of the Lexington Wealth Management Investment Committee.

He worked most recently at Neuberger Berman, where he was instrumental in driving growth of the Private Asset Management team in Boston. His experience also includes time with State Street Global Advisors, Devonshire Partners and Putnam Investments.

The firm also released its year-end assets under management as approximately $201 million, up 67 per cent from January 2006.

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