Ex-CBA Private advisers hired by Crestone
Two former Commonwealth Private advisers have recently been hired by Crestone Wealth Management along with another six advisers to bring its total adviser base to 80.
The firm said Paul Shalhoub, Duane O’Donnell, John Taylor and Elliott Greenberg were appointed as investment advisers in Crestone’s Sydney offices, earlier in 2019.
Shalhoub joined Crestone from Commonwealth Bank of Australia (CBA), where he was an executive manager in the private banking business.
O’Donnell, Taylor and Greenberg most recently relationship managers at Credit Suisse Private Banking.
In October, Rachel Etherington joined from a Sydney-based family office also as an investment adviser.
Jaime Sanqui joined Crestone’s Melbourne office from a previous role as investment adviser with CBA Private Office, and in December Greg Tripis joined from CBA, along with Nick Mandie from Ord Minnett.
Commenting, Crestone head of advisory for NSW and Queensland, Michael Tritton, said: “Delivering the best investment-led offering for clients was instrumental; a focus on client outcomes, an owner-operated partnership, a well-resourced chief investment officer team, some of the best strategic relationships, alongside truly global investment opportunities and a strong governance pedigree really made Crestone an exciting choice for these advisers”.
Crestone noted it had also promoted a number of its existing staff to more senior advisory positions. Amy Low, Mat Camillieri and Dan Chang have been appointed to the role of investment adviser, while William Nason, Joel Edmondson and Blake Single have become associate advisers.
Recommended for you
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.
Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.
Ares Management has announced a new offering aimed at providing Australian wholesale clients, investors access to its private equity investment strategies, anchored in secondary investments.
