People Moves
Deutsche Bank Wealth Management
Samuel Descovich has joined the firm to lead global products and solutions in the Americas.
In this role, he will be responsible for developing and delivering products and solutions to wealth management Americas clients; such as alternative investments, capital markets, and trust and custody services.
Descovich joins from UBS Global Wealth Management, where he was Americas head of capital markets solutions for six years.
He will be based in New York and report to Lavanya Chari, head of global products and solutions, and regionally to Patrick Campion, head of wealth management Americas.
Aon
The global professional services firm has named Lisa Stevens as chief people officer.
Stevens joined Aon in December 2018 from Wells Fargo.
Personal Capital
The digital wealth manager has named James Burton as chief growth officer.
Burton has more than 20 years of experience in the wealth management industry and joins from Fidelity Investments, where he was executive vice president and chief marketing officer for personal investing.
His role will be to identify value creation opportunities for the company within its current core wealth management solutions and beyond.
Apollon Wealth Management
The firm has hired Dawn Campbell as director.
She has 25 years’ experience and was formerly an executive with AEI Capital and Inland Securities.
Lincoln Financial Group
Heather Deichler has joined the company in the newly-created role of senior vice president and head of Lincoln MoneyGuard Product Management.
In this role, she will oversee product development, pricing and management for Lincoln’s MoneyGuard solution.
Deichler is based in Greensboro, North Carolina and reports to Mike Burns, senior vice president and head of life solutions.
She joins Lincoln from New York Life, where she most recently held the position of head of long-term care and linked benefits products, marketing, communication and strategy.
Aviso Wealth
Christine Zalzal has been appointed senior vice president, head of online brokerage and digital wealth.
She will oversee the firm’s online brokerage and robo-advice businesses.
Zalzal has previously had roles at RBC, Laurentian Bank, FirstOntario Credit Union and most recently at Scotia Itrade.
Peapack Private Wealth Management
John Trobiano has joined the Peapack-Gladstone Bank subsidiary as senior managing director and wealth adviser.
He has over 33 years of financial services experience.
Trobiano was previously responsible for working with clients throughout the northern New Jersey region as vice president at Wilmington Trust/M&T Bank.
Maller Wealth Advisors
The financial planning and investment management company has named Zellie Wothers associate client relationship manager.
Prior to joining Maller Wealth Advisors, Wothers was a specialised asset services analyst for Wells Fargo.
Ameriprise Financial
The Stiles, Miller & Clark Group has joined the firm’s Lansing, Michigan operation.
Craig Stiles, Gregory Miller, and Nathan Clark lead the team, and are joined by registered client services associates Karen Hill and Amy Wightman.
Miller has almost 33 years of experience serving clients; Stiles has 17; and Clark has 13 years of experience.
Mark Calderone supports the team as the Ameriprise branch manager.
The team manages approximately $256m (£200m, €231m) in assets and joins from Merrill Lynch.
Lido Advisors
The registered investment advisory firm has hired Robert Marton and John Bute, formerly of the Marton Bute Wealth Management Group.
Marton will be managing director and focus on business development, client experience and innovative wealth strategies.
Bute will be a director and focus on investment oversight, macro-economic strategy and client experience.
M&A
WealthBar Financial Services
The Canadian wealth management platform has acquired wealthtech provider Snap Projections.
Snap Projections offers financial planning software that helps wealth professionals build customised wealth and retirement plans for their clients.
As part of the acquisition, WealthBar will be making additional investment into the business.
Snap will continue to operate as a separate firm under its existing leadership.
The financial terms of the deal were not disclosed.
