Institutional Real Estate, Inc.

Real Assets Adviser December 2018 Vol. 5 No. 11

The Institutional Real Estate Inc Sponsorship brochure, Connected-Investor Focused, We connect people, data and insights, sponsorship, events, IREI Products

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Eugene (Trip) Bosart, Robert Bosart, Brad Bosart, Joe Moyni- han and Maddalena Parks, a team of advisers that comprises the Bosart Wealth Management Group, have moved to RBC Wealth Management. The team previously oversaw $1.4 billion at Wells Fargo Advisors. Also joining RBC is Nick Ciriello, Richard Petrie and Elizabeth Zimmer, an advisory team mov- ing from Merrill Lynch. Ciriello will serve as managing director and financial adviser; Petrie will serve as senior registered client associate, while Zimmer will serve as associate financial adviser. Also leaving Merrill Lynch for RBC Wealth Manage- ment, where they managed $230 million in client assets, are Pamela Dallas, Nicole Molie- neux, Gordon Nearing and Kelly Tullidge, the team that makes up the Nearing Wealth Management Group. Dallas is associate vice president; Molie- neux will serve as senior regis- tered client associate; Nearing is senior vice president; and Tul- lidge serves as client associate. Emily Cashman Magno has joined Ballentine Partners as a senior client adviser. For the past seven years, Cashman Magno has led the Lee Family Office in Cambridge, Mass., overseeing investment, estate, legal and philanthropic matters. Michael Dow has been hired as CIO at Beacon Pointe Advisors. Dow has also been named chair- man of the 14-member Beacon Pointe Investment Committee. Previously, Dow was the portfolio manager for Pimco and UBS. Chris Dupuy has joined Rockefel- ler Capital Management as COO. Dupuy was formerly managing director and president of Focus Independence. Russell Fenton and Tammy Spencer have both been named vice president of development for CapRock Partners. Spencer, an industrial real estate veteran, was formerly vice president and industrial lead, development management at JLL. Fenton was promoted to the position after being with CapRock since 2016. Jonathan Freeman and Jim Kampstra have joined forces with Brian McCarver of Stone- bridge Financial Group to join Triad Advisors, a subsidiary of Ladenburg Thalmann. The merger has created a new firm with more than $850 million in client assets. Robert Gonzales, Kenneth Judd and Joseph Klauzar have moved to Raymond James. The team of advisers was previously at Wells Fargo. Steve Jones and Loren McEwan of Seattle First Asset Manage- ment have joined LPL Financial from Signator Investors. Jones is an adviser and McEwen is the operations manager. The practice manages roughly $800 million in client assets. Bill Papp has become a senior adviser to Star Mountain Capital's external senior advisory board, while continuing to serve in his primary role at PENSCO Trust as regional manager of institu- tional business development of alternatives. Amy Price has been named the new chair of the board of directors for NAREIM. Price is currently president and CIO at Bentall Kennedy. Carrie Vilaplana has joined Union Bank's San Diego Wealth Management team as a vice pres- ident and private wealth adviser. David Vinciguerra and Giovanni Vitale have joined Securities America. The two-adviser inde- pendent firm, JSD Associates, will affiliate with Securities Amer- ica through Evolution Financial Advisors. Asoka Woehrmann has been named CEO of Deutsche Bank's recently listed asset manager DWS Group, replacing Nicolas Moreau. Woehrmann has also been named a senior group director for the money manage- ment business at parent firm Deutsche Bank. Bryan Mick The CEO at Mick Law discusses opportunity zones, energy, REITs and DSTs Beth Mace A report from the National Investment Center for Seniors Housing Conference Mark Jordahl The cover profile interview with the head of wealth man- agement at U.S. Bank Nancy Lashine The managing partner of Park Madison Part- ners on the fundraising environment for CRE Matthew Iak The U.S. Energy Devel- opment Corp. executive offers his take on the oil and gas sector T H E E A R S A N D E Y E S O F YO U R B U S I N E S S P ODCASTS AND VIDEOS O U R L A T E S T [ G O T O : w w w. r e a l a s s e t s a d v i s e r. c o m f o r t h e l a t e s t i n d u s t r y n e w s a n d c o m m e n t a r y ] Dow Spencer Dupuy Papp Fenton Price [ PEOPLE ] 17 REALASSETS ADVISER | D E C E M B E R 2 0 1 8

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