Who's Moving Where In Wealth Management? - Rothesay, 3iQ Corp, Others

Editorial Staff

11 August 2020

Rothesay Asset Management
, a Canadian investment fund manager focused on digital assets, has named Tom Lombardi as managing director.

Lombardi serves as adjunct professor of finance at Pepperdine University, teaching digital asset finance to MBA students. He is joining from 3iQ from Wave Financial, where he was leading the digital asset investment team in Los Angeles. Previously, he worked at the Enterprise Ethereum Alliance, West Partners private equity firm and Bank of America investment banking.

The firm, which was founded in 2012, focuses on providing investors with exposure to digital assets. 3iQ manages the TSX-listed Bitcoin Fund (QBTC.U).

Sentinel Trust Company
, the multi-family office, has made a number of hires:

Scott E Snyder, CFA, joins as a vice president, portfolio manager, managing the firm's international equity strategy and expanding the firm's data analytics capabilities. Snyder brings more than two decades of experience in wealth and portfolio management, most recently as the portfolio manager and VP of investments with an investment firm in the Denver, Colorado area.

Hilary H Lane, JD, joins as a wealth planner, advising on sophisticated estate and wealth planning strategies including wealth transfer, tax planning, philanthropic matters, and business succession planning on behalf of Sentinel's clients. Lane is board certified in estate planning and probate law by the Texas Board of Legal Specialization and joins Sentinel from her position as a partner in a boutique estate planning firm in Houston.

Kelsey W Gray, JD, joins as a client relationship officer, supporting the delivery of investment, planning, fiduciary, and family office services for a select group. Gray has four years of practicing estate planning and real estate law with two Houston-based boutique law firms.

Founded in 1997 as the successor to two 40-year-old plus single-family offices, Sentinel Trust currently serves more than 30 multi-generational families nationwide and is responsible for about $4.2 billion in assets as of December 31, 2019.