What changed

Named managing director for Family Office Solutions in the West, based in Los Angeles, reporting to Pam Lucina; former executive at Wilmington Trust.

Reported / discovered

Sep 28, 2026

Effective

Not reported

New role

Managing Director, Family Office Solutions, West

Previous role

Not reported

Market

Los Angeles, CA

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.