Who's Moving Where In Wealth Management? – Fiduciary Trust International, Cerity, Prairie Wealth, Others

About the role

Fiduciary Trust International has made several senior appointments and personnel changes in the North American wealth sector.

Responsibilities

• Sue Wilchusky, Chief Administrative Officer, will work with Adam Spector, CEO, to drive key firmwide initiatives, improve coordination across functions, and ensure consistent progress against priorities.
• Craig Richards remains as Chief Operating Officer and Head of Tax.
• Olga Bitel, Chief Investment Strategist, joins William Blair Investment Management after serving as Global Strategist.
• Will Peng, Chief Innovation Officer, joins Cerity Partners with a background in entrepreneurship and fintech.
• Mike Finnegan, CFA, becomes Chief Investment Officer at Prairie Wealth Advisors, bringing extensive experience in asset allocation and portfolio management.
• Brian Lubel, a financial advisor, affiliates with LPL Financial's supported independence model, supporting his existing independent practice.

Requirements

No specific requirements are mentioned for these appointments.

Qualifications

• Sue Wilchusky: Certified Financial Planner™ and Certified Public Accountant designations, MBA from Loyola University Maryland, and bachelor of science in accounting from the University of Delaware.
• Olga Bitel: Joined William Blair Investment Management in 2009, served as Global Strategist, and has a background in strategic planning and financial services.
• Will Peng: Background in entrepreneurship, executive leadership, and product development, with experience in fintech and venture capital.
• Mike Finnegan: More than three decades of industry experience in asset allocation, portfolio construction, and manager research.
• Brian Lubel: Served about $175 million in advisory, brokerage, and retirement plan assets as a financial advisor.

Skills

• Sue Wilchusky: Leadership, strategic planning, coordination, and execution.
• Olga Bitel: Strategic thinking, market analysis, and financial services expertise.
• Will Peng: Entrepreneurial spirit, product development, and fintech innovation.
• Mike Finnegan: Asset allocation, portfolio management, and investment leadership.
• Brian Lubel: Advisory, brokerage, and retirement plan management experience.

Benefits

No specific benefits are mentioned for these appointments.

Pay

No specific pay details are provided for these appointments.

Schedule

No specific schedule details are provided for these appointments.