People Moves
Who's Moving Where In Wealth Management? - Klingman, SANNE
The latest moves in North America's wealth management sector.
Klingman & Associates
Klingman &
Associates, a US wealth management house based in New York,
has recruited Michell McKinnon as an advisor.
McKinnon had previously spent her entire career at another New
York City-based registered investment advisor. She is a CFP®
certificate holder and graduated from New York University with a
degree in business.
The firm was founded more than 30 years ago and has almost $2.0
billion in assets under management. It serves individuals,
corporate executives and professional athletes.
SANNE
SANNE, which provides
alternative asset and corporate administration services, has
appointed a new director, Marla Hollick, to support its real
estate offering.
Based in Jersey, Hollick will work with SANNE’s real estate team to expand the division’s service offering. She has experience of leading teams to provide accounting and reporting services to funds and multi-jurisdictional structures investing into alternative assets, with a focus on real estate. She is a Fellow of the Association of Chartered Certified Accountants and has more than 14 years’ international financial services experience.