Campbell Wealth Management, an independent wealth advisory firm in Fairfax, Va., appointed Josh Goulding as its director of insurance. He was a financial advisor for Integrated Benefits Corp.
City National Bank in Los Angeles hired three private client specialists for its Orange County, Calif., region. They are Glenn Hamburger, Julia Stannard and Tony Franzen. Hamburger was head of Comerica’s wealth management team in Orange County.
Fogel Neale Partners, which is based in New York City, hired Denise Otten as a senior vice president of wealth management. She will also run its New Jersey office as a branch manager after it opens later this year. Otten was a financial advisor for A.G. Edwards. She had been a writer and researcher for CNBC.
Ann Slotwinski was named to the board of directors of the National Institute of Pension Administrators, a retirement plan industry group. She is an assistant vice president of third party administrator services for John Hancock Retirement Plan Services, in Boston.
Oppenheimer Trust Co. promoted Theron Huntting Worth to president. He has been chief trust officer and interim chief operating officer of Oppenheimer Trust since April. Before that, Huntting was vice president and senior trust advisor at Wachovia Trust Co.
Transamerica Retirement Services, which is based in Los Angeles, hired Charmaine Hughes as vice president of business development. She was vice president and national director of emerging business retirement plan services for M&I Institutional Trust Services.
U.S. Trust, which is a unit of Bank of America Corp., hired Ray Schuville and George Jenckes as private client advisors, and Josh Glazer as a private client manager in its New York City office. All three were hired from Barclays Wealth, where Schuville was an advisor; Jenckes was a vice president, managing relationships for high-net-worth-families, endowments and foundations; and Glazer was an assistant vice president in a role similar to Jenckes.
