Cincinnati-based Fort Washington Capital Partners Group, the private equity division of Fort Washington Investment Advisors Inc., has promoted Mary Ann Griffin to senior investment manager. She is responsible for leading due diligence on private equity funds and relationships with fund general partners.
The wealth management group at Birmingham, Ala.-based Compass Bank has named its former Birmingham market executive, Douglas Bell, as director of fiduciary services and tax for the group. In addition, Steve Sanak has joined Compass’ wealth management group as regional executive overseeing the Alabama and Florida markets.
U.S. Trust, Bank of America Private Wealth Management has appointed in its Boston office Charles Lavrentios, Taylor Morrison and Christian Stone as private client managers and Joseph Fischer as a wealth strategies advisor.
U.S. Trust also has expanded its New York team with 12 new hires. They include David Polansky as U.S. Trust city executive for New York; Ada Clapp, Michael Josephs and Nancy Kistner as wealth strategies advisors; Jaclyn Kim as associate wealth strategist; Charles Walker as wealth consultant; John Dawson and Noah Kupferman as private client managers; Stephanie Young as a private client advisor; Peter Burkly and John Lori as portfolio managers; and Donna McGoey as specialty asset manager.
Rochdale Investment Management LLC, based in New York City, has hired Derek A. Roy, 33, an accredited investment fiduciary, as vice president-investment consulting in the firm’s Florida office. He is responsible for business development and relationship management with financial advisors, CPAs attorneys, and their clients.
Stanford Group Company has hired Jeff Dudas and Whitfield “Whit” Wilks as managing directors in the company’s private client group office in Charlotte, N.C. The company also recently named Eddie M. Carreño as director, portfolio strategist in the company’s Miami private client group office.