Comings & Goings: May 2011

UBS Wealth Management Americas has added Michael Russell, Sean Russell and Philip Giammarino to its Port Jefferson, N.Y., office. The three join from Wells Fargo and will report to Robert Limmer, complex director. Amy Whittington has joined JHS Capital Advisors as director of business development. Whittington, who will be based in Omaha, Neb., will handle advisor recruitment.

UBS Wealth Management Americas has added Michael Russell, Sean Russell and Philip Giammarino to its Port Jefferson, N.Y., office. The three join from Wells Fargo and will report to Robert Limmer, complex director.

Amy Whittington has joined JHS Capital Advisors as director of business development. Whittington, who will be based in Omaha, Neb., will handle advisor recruitment.

U.S. Trust has expanded its wealth management team across the country, with the addition of Therese Murphy Firestone in San Francisco; Michelle Castano Garcia in Portland, Ore.; Joel Petersen in Seattle; Belinda Phelps in Houston; and Lloyd Conley Jr. in Richmond, Va.

Money management firm WBI Investments has hired Mike Buchholz, 41, as its new national sales manager, handling distribution and sales for the firm's separately managed account portfolios and mutual funds. Previously, Buchholz served as senior vice president and national sales manager for ING Financial Solutions.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish