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Both in the scope of the searches, and in the number of accurate emails found, I find it surpasses others. I also like the layout, which is easy on the eye, more attractive and efficient. Bank of America appointed Clayton Rose to join its board of directors. He is a member of the audit and compensation and benefits committees. Rose served as a director from until , when he was appointed to his current position as president of Bowdoin College in Brunswick, Maine.
During his approximately two decades with the firm, he headed two of the five major lines of business — global investment banking and global equities — and was a member of the senior management team. Coffey, who has spent 25 years at JP Morgan in a range of segments, including asset and wealth management, left to pursue other opportunities.
Barry Sommers, CEO of its wealth management operation, assumed responsibility for her direct reports. Global financial services firm Northern Trust appointed Pamela Lucina as executive vice president and chief operating officer for the trust and advisory practice. She reports to trust and advisory services practice executive, David Williams.
She has expertise in wealth, tax, philanthropic and business owner planning, as well as next generation education, governance and global family office matters. Prior to Northern Trust, Lucina was at BNY Mellon, where she was executive director for its wealth management advice, planning and fiduciary services practice.
Previously she worked at JP Morgan, providing wealth and estate planning services, she spent 10 years in private practices as a tax consultant with Arthur Andersen, and in the trusts and estates departments of both Levin Schroeder and Mayer Brown law firms. Spouting Rock Financial Partners, a financial services firm, appointed John Coyne as chairman of its asset management group.
This is a new role for the firm which recently announced the launch of its asset management arm. Coyne was formerly vice chairman of Brinker Capital, a position which capped a year career with the firm he co-founded. The firm also appointed John Dodd as head of institutional distribution in its asset management arm. Most recently, he was president and chief executive of IPL. As CEO of IPL, he was responsible for stakeholder management, community relations, customer experience, legislative and government affairs, energy-efficiency initiatives and strategic accounts.
He was previously executive director in wealth and asset management at EY. Fuller also served as Americas digital leader for the practice, leading and coordinating teams across service lines to support clients. Also joining them at Raymond James is Anne Gotingco, a registered client service associate. Judd, first vice president of investments, began his financial services career in with Prudential Securities.
Gonzales, first vice president of investments, has more than 41 years of industry experience, beginning at Merrill Lynch and later working at Prudential and AG Edwards. Most recently, he worked at Wells Fargo Advisors. Olore is senior vice president and director of technical research and analysis. He has over 30 years of investment experience. White-Thomson has over 10 years of investment experience.
He is vice president and portfolio manager. Most recently, White-Thomson served as senior portfolio manager and investment strategist at Holly Street Wealth Advisors. Prior to joining Rockefeller, Cuneo spent more than 22 years at Ayco where he led a team that delivered advisory services to current and former Fortune CEOs, private equity professionals, entrepreneurs and other high net worth families. Union Bank appointed Carrie Vilaplana as a vice president, private wealth advisor of its San Diego wealth management.
She reports to Stephen Sherline, private wealth markets executive, Southern California. Harrington was previously managing director and head of sales and marketing for Oppenheimer Asset Management. Harrington spent 25 years with the firm, in a number of roles. Whaley has been at the firm for over a decade. Meeks has over 30 years of research, equity analysis, and portfolio management experience. Madison Wealth Management appointed Heather Molloy to its team as a wealth advisor.
Most recently, she ran her own tax and business advisory firm. Previously, she was employed as a controller, finance, and human resource professional by several small- to mid-sized companies in the Washington, DC area. Pollack was previously at Marble Ridge Capital, where she focused on cross capital structure idea generation and analysis with an emphasis on portfolio construction and risk management.
Stout joined Littlejohn in in the private equity group as an associate and moved to the special situations team as a senior associate. Bennet started his career with Littlejohn in and re-joined the firm, having spent time recently as managing partner for ScenarioTwo, an independent investment firm.
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