Oxford, Fiduciary Trust and BMO hire regional wealth leaders

Oxford Financial Group, a Carmel, Indiana RIA, named former Goldman Sachs private wealth advisor Eric Lipkind a managing director in New York, InvestmentNews reported Nov. 6. At Goldman, Lipkind led a team focused on ultra-high-net-worth families and select institutions.

Form ADV filings with the SEC show Oxford at $23.3 billion in regulatory assets and 156 employees as of Oct. 19, both unchanged from its July 9 filing. The same filing lists 6,593 accounts. Lipkind joins managing directors who already cover New York, including CEO Jeffrey Thomasson and co-managing partner Kristina Baron. Thomasson said Oxford has spent 15 years building in the city by bringing on experienced professionals.

For clients in New York and Los Angeles, the hires put former Goldman and Northern Trust executives into senior roles at Oxford and Fiduciary Trust, while BMO adds a 26-year Wisconsin advisor.

Fiduciary Trust International, owned by Franklin Templeton, hired Ayla Kalani as regional managing director in Los Angeles. She most recently led Northern Trust's wealth management business across LA and California's Central Coast, and before that spent more than a decade at J.P. Morgan. Gene Todd, the firm's head of sales, had been running the LA office on an interim basis. Senior portfolio manager Drew Chan joined that office in October 2026. BMO separately tapped Bill Grady, a 26-year Wisconsin advisor most recently at Baker Tilly.

Los Angeles was also the destination for JPMorgan's hire of Merrill advisor Tiffany Yu, as Private Wealth Daily previously reported.