Subscribe

People on the move: March 19

Beverly Hills (Calif.) Wealth Management LLC has added two members to its team. Bart Albrigo, 59, has…

Beverly Hills (Calif.) Wealth Management LLC has added two members to its team.

Bart Albrigo, 59, has been appointed senior vice president and wealth management adviser. Based in Phoenix, he will help to develop and manage investment strategies for the firm’s clientele.

Previously, Mr. Albrigo was a vice president and financial adviser in Phoenix for Morgan Stanley Smith Barney LLC of New York.

Winnie Phung, 26, has been named wealth management associate, responsible for supporting the firm’s operations and compliance functions, as well as assisting with its growth strategies. Previously, she was a compliance examiner at Wedbush Securities Inc. in Los Angeles.

Leader Capital Corp. of Portland, Ore., has promoted Scott Carmack, 33, to co-portfolio manager, from fixed-income analyst.

He will oversee the Leader Short Term Bond Fund and the Leader Total Return Fund.

Direxion Funds of Boston has hired Greg Blue, 58, as a senior regional sales director, focused on the Florida market.

Based in Tampa, he is responsible for selling and distributing the firm’s buy-and-hold alternative investment strategy products to financial advisers.

Previously, Mr. Blue was a Tampa-based senior vice president with John Hancock Funds LLC of Boston.

Genworth Financial Wealth Management Inc. of Pleasant Hill, Calif., has hired David Pologe, 51, as strategic-accounts director.

He is responsible for expanding relationships with the company’s existing broker-dealer clients and reaching out to other firms.

Most recently, Mr. Pologe was an executive director at UBS Global Asset Management (Americas) Inc. in New York.

Pyramis Global Advisors of Smithfield, R.I., has named Mike Jones, 52, its chief executive and president.

He will cater to the needs of institutional investors.

Previously, Mr. Jones was president of U.S. asset management at Columbia Management Investment Advisers LLC in Boston.

Bank of New York Mellon Corp. has made two new appointments to its team.

Kristopher Carney, 46, was named senior portfolio manager. He is responsible for advising high-net-worth clients on wealth and investment planning.

Previously, Mr. Carney was chief information officer of the family office division at Dillon Trust Co. LLC in New York.

Angela Domzal, 50, has been named sales manager. She is based in New York and is responsible for attracting new business in the tri-state area.

Previously, Ms. Domzal was a senior relationship manager in New York for Wells Fargo & Co. of San Francisco.

UHY Advisors N.Y. Inc. has announced appointments in its high-net-worth team.

Joseph Falanga, 60, and Sharon Goodman, 59, join as managing directors, responsible for consulting and developing strategies for wealthy families.

Previously, Mr. Falanga was the senior managing director, and Ms. Goodman a managing director, in the private-client tax and advisory services group at FTI Consulting Inc. of New York.

First Eagle Investment Management LLC of New York has promoted Kimball Brooker Jr., 41, to portfolio manager of the First Eagle Global Fund, from associate portfolio manager.

He is responsible for ensuring that reliable securities are added to the portfolio.

Louisville (Ky.) Capital Advisors has joined Raymond James Financial Inc. of St. Petersburg, Fla.

Timothy Campisano, Brent Carlton, Harry Wall and Marc Young formed this financial adviser team while working in Louisville for Bank of America Merrill Lynch of New York, where they managed $853 million in client assets and generated $2.7 million in annual revenue.

Mr. Wall, 57, is senior vice president of investments.

Mr. Campisano, 42, Mr. Carlton, 41, and Mr. Young, 42, are vice presidents of investments.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Follow the data to ID the best prospects

Advisers play an important role in grooming the next generation of savvy consumers, which can be a win-win for clients and advisers alike.

Advisers need to get real with clients about what reasonable investment returns look like

There's a big disconnect between investor expectations and stark economic realities, especially among American millennials.

Help clients give wisely

Not all charities are created equal, and advisers shouldn't relinquish their role as stewards of their clients' wealth by avoiding philanthropy discussions

Finra, it’s high time for transparency

A call for new Finra leadership to be more forthcoming about the board's work.

ETF liquidity a growing point of financial industry contention

Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print