Dolfin has made further changes to its investment management committee, following an acquisition, and the departure of its investment management head.
New members of the committee include David Schneider (senior investment manager) and Kevin Sullivan (senior investment adviser), who both join as part of Dolfin’s buyout of Falcon Private Wealth.
Jaspal Sian (head of asset allocation) and Phoebus Theologites (investment committee secretary and consultant to the board) also joined the committee in April.
The appointments follow the departure of investment management head Richard Gray, formerly of ACPI and Credi...