PRIVATE WEALTH - August/September 2008 Issue
People On The Move - 08/4/2008
People On The Move
Wilmington
Trust Corporation, the Delaware-based financial services holding
company, has hired 12 corporate trust experts in its corporate client
services business. The new staff members, headed by Lon LeClair, a
15-year industry veteran, specialize in providing administrative
services for corporate debt issuances, corporate debt defaults, mergers
and acquisitions and corporate restructurings. The other new hires are
Julie Becker, Joe Clark, Peter Finkel, Frank McDonald, Tim Mowdy, Joe
O’Donnell, Jeff Rose, Kristin Schillinger, Jane Schweiger, Nick Tally
and Barbara Thomas.
Cornerstone Advisors, a wealth and life
building firm based in Bellevue, Wash., has promoted April Kriha to
client manager. Kriha is responsible for leading a team that oversees
the financial affairs of various clients and their businesses. A
Cornerstone employee since 2001, Kriha previously held the title of
associate client manager.
The wealth management group at
Birmingham, Ala.-based Compass Bank has named Cory Wilson as senior
investment strategist for the Alabama market. In addition, Susan Green
has joined Compass’s wealth management group as senior vice president
and senior portfolio manager in the group’s Houston headquarters.
Central
Park Group LLC, an independent investment advisory firm based in New
York City, has named James B. Hawkes to its board. Hawkes is former
chairman and chief executive officer of Eaton Vance Corp.
The
private wealth management group at Minnesota-based Robert W. Baird
& Co., an international, employee-owned financial services firm,
has hired 12 veteran financial advisors for Baird’s new offices in
Minnetonka, Minn. They are L. Larry Law, branch manager, senior vice
president; James A. Anderson, senior vice president; Thomas R.
Bredeson, senior vice president; Michael E. Chorley, senior vice
president; David Goldenberg, senior vice president; William Teeter,
senior vice president; John Wire, first vice president; Lawrence W.
Carlsen, vice president; Fred Gamble, vice president; Douglas R.
Sandahl, vice president; Bryan Strong, vice president; and Dan Law,
vice president. Baird, established in 1919, also has offices in Europe
and Asia.
The wealth management firm Weaver and Tidwell
Financial Advisors Ltd. has hired Chris Toomey as a senior financial
advisor and Thomas F. Parrish as an associate financial advisor. Their
hiring establishes a presence in Houston of this affiliate firm of
Weaver and Tidwell LLP.
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