Private Wealth Magazine - http://www.pw-mag.com
People On The Move
http://www.pw-mag.com/articles/129/1/People-On-The-Move/Page1.html
By Site Manager
Published on 04/1/2008
 
LPL Financial has appointed Christopher Poch, 46, as executive vice president, wealth management, and chief executive officer of The Private Trust Company. Based in Boston, Poch is responsible for overseeing the development and expansion of LPL Financial’s wealth management capabilities. Poch joins LPL from Smith Barney/Citigroup, where he spent nearly 25 years in various executive positions, most recently serving as managing director of Smith Barney’s Private Wealth Management unit.

LPL Financial has appointed Christopher Poch, 46, as executive vice president, wealth management, and chief executive officer of The Private Trust Company. Based in Boston, Poch is responsible for overseeing the development and expansion of LPL Financial’s wealth management capabilities. Poch joins LPL from Smith Barney/Citigroup, where he spent nearly 25 years in various executive positions, most recently serving as managing director of Smith Barney’s Private Wealth Management unit.

U.S. Trust, Bank of America Private Wealth Management has appointed Santo Vicenzino as senior fiduciary and administrative advisor and Douglas Moore as managing director and senior financial planner in the U.S. Trust Multi-Family Office (MFO) Group in New York. Vicenzino returns to U.S. Trust from Brown Brothers Harriman Trust Co. N.A., where he served as vice president and trust officer. With 27 years of experience as a trusts and estates attorney, Moore joins U.S. Trust from Citigroup, where he most recently was a managing director and head of estate and charitable planning for Citi Trust and the Citigroup Private Bank.

U.S. Trust also recently announced a dozen appointments in the greater Los Angeles market. Don Taylor, Tony Zinge, James Lee and Sue Anderson have been appointed private client advisors; Michele Shafroth, Kristin Nelson, Trevin Hartwell, Corrine Paddio, Uma Shrivastava and Kim Archer have been appointed private client managers; Kalyani Chirra has been appointed wealth strategies advisor; and Craig Burness has been appointed city executive for West and Coastal Los Angeles.

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