People Archive
Bessemer Trust Appoints M. Holly Isdale as Managing Director and Deputy Head of Family Wealth Advisory Services
2009 MDRT Executive Committee Announcement
The Million Dollar Round Table (MDRT) has named Walton W. Rogers, CLU, ChFC, President of the 2008–2009 MDRT Executive Committee....
IFM Group re-structure and make key business development appointment
IFM Group has completed a re-structure of its business to meet the growing demands of its clients world-wide. ...
Todd Millay Selected for the Boston Business Journal’s 2008 “40 Under 40” Award
Todd Millay, Managing Director of Choate Investment Advisors, was chosen as one of 40 emerging business leaders for the Boston Business Journal’s 2008 “40 Under 40” award. ...
Marsh Consumerconnexions Names Pamela Radsh as Senior Vice President and Leader of Expanded Family Office Group
– Marsh Inc., the world’s leading insurance broker and risk advisor, has expanded its U.S. Private Client Services Family Office Group to the West Coast with the appointment of its new group leader Pamela Radsch. ...
Hartman & Craven LLP Announces New Partner and Counsel in Trusts and Estates Practice
Hartman & Craven LLP, a prominent Manhattan-based law firm representing domestic and global clients in various practice areas, announced today new members to its Trusts and Estates practice: Caryn B. Keppler-Citrin as Partner and Aleena R. Shapiro as Counsel. ...
Family Office Exchange Further Commits to International Growth
Family Office Exchange (FOX), the leading provider of research, education and networking services to private wealth owners, family office executives and wealth advisors, today reaffirmed its commitment to global growth, adding two more senior executives to its international practice based in London....
DM Trust Company Names New Leadership
DM Trust Company, an affiliated business of law firm Duane Morris LLP, is pleased to announce that it has named David Glickman, formerly the managing director of Fidelity Investments in Wilmington, Del., its new president. ...
Dallas Lawyer Elected as Chair of the American Bar Association Section of Real Property, Trust and Estate Law
The American Bar Association Section of Real Property, Trust and Estate Law has elected Dallas lawyer Steve Akers as chair of the section....
Pitcairn Taps Leslie Voth as President/COO
Pitcairn, a leading multi-family office helping families sustain generational wealth, today named Leslie C. Voth as president and chief operating officer...
