This week in personnel announcements and new hires, Merrill Lynch announced several hires; Mercer welcomed Jessica Portis; U.S. Bank Wealth Management named two in Madison, Wisconsin; and CAIS brought in Fred Kauber.
Also, Impax appointed Sally Bridgeland and Lindsey Brace Martinez; Trident Fund Services named Thalius Hecksher; Las Olas Capital Advisors launched; and the Municipal Securities Rulemaking Board (MSRB) announced its new officers and board members.
Merrill Lynch Adds 2 Advisor Teams
Merrill Lynch announced that it has added two teams of financial advisors. The team of Jason Hutton and Steven Gottlieb joined from Barclays Wealth Management; that of Stephen Renie, Michael Arthur and Jennifer Hall and their registered client associate, Kristin Fedders came from Morgan Stanley.
The former team is based in the Park Avenue office in New York City, reporting to Joseph Doonan, managing director; the latter reports to John Nicholson, market executive, Ohio Valley market, in Cincinnati.
Mercer Welcomes Portis
Consulting firm Mercer has announced the hire of Jessica Portis as a senior consultant to support the endowment, foundation and nonprofit sectors. She will report to Kim Wood, senior partner and not-for-profit segment leader.
Portis has extensive experience in investment consulting, including expertise in servicing public pension, corporate defined benefit and defined contribution, endowment, foundation and not-for-profit health care clients.
U.S. Bank Wealth Management Names Two in Madison
U.S. Bank Wealth Management has announced that Emily Litznerski Foster has been named trust officer and Robert Zellers has been named senior portfolio manager for the Private Client Reserve in Madison, Wisconsin.
Foster previously worked as an associate in trusts and estates for Whyte Hirschboeck Dudek S.C. in Madison and as a contract attorney for the private wealth group with Neal, Gerber & Eisenberg LLP in Chicago. Prior to joining, Zellers was a portfolio manager with BMO Private Bank and its predecessor organizations for 30 years.
Kauber Joins CAIS
Financial product platform CAIS has announced that Fred Kauber has joined as managing director and chief technology officer, the latter a newly created position. He reports directly to Matt Brown, founder and chief executive officer, and will also serve on the executive committee.