Fidelity Investments has appointed Trevor Norton as senior vice president and head of its ultrahigh-net-worth program for RIAs. Launched six months ago, the program offers direct access to a dedicated relationship management team, investment analysts, traders and an open architecture reporting system. Prior to joining Boston-based Fidelity, Norton was in charge of LPL Financial's RIA Services group.



Focus Financial Partners of New York has hired Mark Dupont as director of advisor services, where he will help elite financial advisor teams forming independent RIA firms move their clients' assets. Dupont will also lead the transition of breakaway brokers joining existing Focus Financial partner firms. Dupont had been an implementation manager at Fidelity Investments.


Kelli Hill has joined Sentinel Investments as a co- manager to the Sentinel Capital Growth, Sentinel Growth Leaders and Sentinel Sustainable Growth Opportunities funds. Hill joins Elizabeth R. Bramwell, CFA, senior vice president and lead portfolio manager, who has led the funds' investment team since March 2006. Previously, Hill was lead portfolio manager for the All-Cap portfolio at Ashfield Capital Partners in San Francisco. She was also a member of the investment team for the firm's Large Cap Growth portfolio.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access