Allison will focus on asset management across Admiral’s multifamily, office, retail and hospitality assets, and will also lend her expertise to support the firm’s acquisitions efforts.
First Republic, meanwhile, has been aggressively courting high-end talent from competitors, particularly those at wirehouses.
Prior to joining BNY Mellon Wealth Management, LaDieu was a Senior Private Banker at BBVA Compass for five years, where he earned the Pinnacle Club honor twice.
Christina Benoit, an experienced investment middle office effectiveness consultant, joins Archer from Accenture to work with investment managers seeking effective business growth.
At UBS, Regan was head of managed solutions and portfolio guidance, where he had oversight of discretionary management and manager research.
Since its founding in 2016, WealthTech has developed the technology to generate professional financial planning and advice for individuals regardless of their level of wealth, and to deliver this advice in a timely manner through both mobile applications
He focuses on licensing, outsourcing, intellectual property, e-commerce, online liability, user-generated content and legal issues raised by emerging technologies.