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How Family Offices Can Strengthen Next Gen Relationships

US in the news: BNY Mellon WM names global family office head

He joins BNY Mellon from the Family Office Exchange, where he served as managing director. Bluebird Wealth Management The independent investment adviser based in eastern Massachusetts has named Keith Corbett as vice president and financial adviser. He has over ten years of experience at two asset management firms in the US – Fidelity Investments and Fisher Investments. UBS Private Wealth Management Christopher Pitzak has joined the firm as a managing director and financial adviser in the La Jolla, California office. He joins UBS following a 13-year career at Bernstein Private Wealth Management. IQ-EQ The global investor services group has appointed Wendy Piergolam as its head of client development for the US, a newly created role.

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